Oracle, SAP, and Google Cloud are the fastest-growing major cloud vendors in the world, explains Bob Evans, who reports Q4 earnings for the Top 10 companies.
Cloud Wars Archive
Oracle, SAP, and Google Cloud have proven to be the fastest-growing major cloud providers in the world, explains Bob Evans in reviewing Q4 results.
Snowflake has joined the large number of other major cloud providers in revising growth estimates downward, writes Bob Evans.
Snowflake reported 70% growth in product revenue for FY23 and guidance for Q1 was 44.5%, explains Bob Evans in this episode.
C3 AI extends partnership with AWS to make its range of AI applications available in the AWS Marketplace and support digital transformation use cases.
During the recent earnings call, Salesforce introduced Marc Benioff 2.0 as the CEO has transformed in his role with new priorities.
After the recent Salesforce earnings call, Bob Evans evaluates the new priorities articulated by CEO Marc Benioff.
Bonnie Tinder shares insights from the SAP Partner Summit 2023, where she heard a lot about orchestration, partner feedback, and more.
Bob Evans reviews Salesforce’s Q4 results, which suggest that the company’s FY24 growth will tumble to 10%.
Bob Evans reviews Salesforce’s Q4 numbers, which suggest a downshift, to 10%, in the company’s fiscal 2024 growth rate.
Bob Evans details how Workday won seven Fortune 500 customers in Q4, including three from bigger rivals Oracle and SAP.
Bob Evans details how Workday turned up intensity, as co-CEO Carl Eschenbach plans to turn the company into the largest, most profitable software company.
Bob Evans reviews the latest earnings results for Workday in Q4. The company saw a 25% jump in its total subscription backlog.
Bob Evans reviews Workday’s Q4 earnings results which highlight the company’s strong subscription growth rate and total subscription backlog.
Remaining performance obligation represents contracted business that isn’t yet recognized as revenue. It has become a powerful indicator of future growth for the Cloud Wars Top 10.
Bob Evans reviews the remaining performance obligation (RPO) metrics for enterprise app — and Cloud Wars Top 10 — vendors Oracle, SAP, Salesforce, and ServiceNow.
Bob Evans shares how SAP is taking on the ultimate transformation, after Hasso Plattner, Founder and Chairman, steps down from the company.
A power shift is taking place at SAP as founder and chairman Hasso Plattner steps down, allowing CEO Christian Klein to fully takeover as the single driving force behind SAP.
Bob Evans explains how Snowflake reveals the future of the cloud with its purpose-built, industry-specific Telecom Data Cloud.
Bob Evans describes how Snowflake is going full-force into the industry cloud business with the latest announcement around its Telecom Data Cloud.