Cloud database developer Couchbase is the rare public company with better than expected results, outlook, and robust continuing demand.
Cloud Wars Horizon
In Episode 44 of the Cloud Wars Horizon Minute, Tom Smith discusses the cloud database provider’s occupation of a rare space: It beats forecasts, raises its outlook, and indicates no slowdown in demand.
Cloud data protection provider HYCU teams up with cloud storage provider Wasabi to deter ransomware attacks for customers at an affordable price point.
UiPath beat expectations, lowered its forecast, and emphasized how customers are looking for fast time to value in a choppy environment.
In Cloud Wars Horizon Minute, Ep. 43, Tom Smith discusses the strategic priorities that UiPath shared in its recent earnings call, including responding to customer needs: platform investment, high productivity, building up its team, and profitability.
IBM prescribes directing cloud, IT funding to the most critical, customer-facing activities to maximize customer value and financial impact.
Many transformation projects don’t live up to expectations. IBM’s ‘Deep Cloud’ aims to ensure business value is realized from tech investment.
C3 AI moves to a consumption and usage pricing model to align with broader SaaS market in response to current economic conditions.
A move to usage-based pricing aligns with current macroeconomic market conditions and cloud customer expectations.
HPE touts the critical value of hybrid cloud for customers. C3 AI shifts to consumption-based pricing. MongoDB sees robust demand.
HPE delivered solid results while emphasizing the criticality of hybrid cloud and its Greenlake platform to customers and to the company.
Tom Smith profiles the startup and its smart cloud solution, which orchestrates the execution of applications across multiple clouds and leverages artificial intelligence to balance workloads effectively.
Startup Rising Cloud takes on the Big 3 by orchestrating data across multiple clouds and using AI to manage workloads efficiently.
Dell says customer demand is shifting, but Infrastructure-as-a-Service meets their needs; cites deflation and strong supply chain execution.
Customers are embracing Infrastructure-as-a-Service offerings from Dell and continue to prioritize digital transformation, officials said.
New recruiting software applies AI to engage candidates and try to continually progress them through the funnel.
Startup impress.ai places strong emphasis on keeping candidates engaged and advancing them through the recruitment ‘funnel.’
Demand is ‘surging’ as customers look to Celonis to help solve issues with supply chain, inventory, IT sprawl, and more.
Supply chains and inventory are hot topics when companies report results. Will they leverage technology to work their way out of the morass? Tom Smith examines the topic in Episode 36 of the Cloud Wars Horizon Minute.
Zoom’s Q2 results were a mixed bag: missed revenue forecast and lowered full-year outlook based on macro factors. Profitability was a plus.