Comparing the latest Q4 and Q3 results, respectively, Bob Evans takes a look at why SAP is booming while Salesforce’s fortunes remain murky.
Cloud
Bob Evans reviews SAP’s Q4 earnings, which indicates that cloud revenue accounts for 40% of the company’s total revenue.
In this Sustainability Impact Digital Summit moment, Salesforce’s Jen Brown and Kevin Vranes discuss how technology drives ESG transformation.
Bob Evans discusses Microsoft’s latest AI imperative and reviews the comments from Microsoft CEO Satya Nadella on the matter.
In this Cloud Wars Minute, Bob Evans reviews Microsoft CEO Satya Nadella’s Q2 earnings call comments around its future in artificial intelligence.
Multi-cloud deployment is a focused way to solve the problem of backup failures while adding resilience to services, says CISO Robert Wood.
Bob Evans reviews the new Cloud Confidence Index, which replaces his Market Cap Madness series.
In his new Cloud Confidence Index, Bob Evans adds “a bit of analysis and perspective” into recent news around tech company layoffs.
Snowflake CEO Frank Slootman explains how the company has grown beyond data warehousing and how the platform market has evolved.
Bob Evans explains that while he senses most Cloud Wars Top 10 companies will experience reduced growth rates in Q4, their performance will remain impressive.
Janet Schijns offers guidance on what to look for when selecting a hyperautomation partner, which can be very different from other partners in the ecosystem.
The Top 10 providers model – a Cloud Wars staple – now includes the top four tech pillars: cloud, cybersecurity, AI/hyperautomation, and data.
Bob Evans offers his projections for the Q4 growth rates of the Cloud Wars Top 10 companies, which he expects will show strong, though reduced, growth.
In this CEO Outlook Moment, IBM CEO Arvind Krishna explains how CVS minimized workloads during the pandemic by automating internal processes with AI.
In this CEO Outlook moment, Snowflake CEO Frank Slootman shares how the company enables demand with its optimized architecture.
Bob Evans reviews Microsoft CEO Satya Nadella’s message to Microsoft employees about the recent layoffs, which affected 10,000 people.
John Siefert, Aaron Back, and Tom Smith introduce our new Top 10 lists for data modernization, hyperautomation, and cybersecurity.
Bob Evans looks at comments from Microsoft CEO Satya Nadella, who plans to make strategic investments in AI after laying off 10,000 employees.
Toni Witt explores the ramifications for AI-as-a-service now that Microsoft is working with OpenAI and Hugging Face to integrate AI tools GPT-3 and DALL-E-2 with Azure.
In this CEO Outlook moment, Snowflake CEO Frank Slootman explains how he approaches organizational change and setting priorities.