Bob Evans reviews the earnings call comments by Alphabet CFO Ruth Porat about Google Cloud’s recent narrowing of loss relative to revenue.
Earnings Call
Bob Evans gives an overview of Amazon CEO Andy Jassy’s recent earnings calls, on which he discussed the long-term future of the cloud for AWS.
Bob Evans reviews Amazon CEO Andy Jassy’s rare appearance at the company’s recent earnings call, during which he discussed AWS’ prospects.
Google Cloud’s performance continues to improve relative to its competition. What does that mean for other cloud companies? Bob Evans shares his take.
Bob Evans recaps his CEO Outlook interview with SAP’s chief executive, who led a corporate transformation that should be a primary business-school case study for the next decade.
Bob Evans recaps his CEO Outlook conversation with ServiceNow’s chief executive Bill McDermott.
Bob Evans looks at the comparative growth rates across the major providers of enterprise apps.
Bob Evans offers his take on Satya Nadella’s earnings calls and what Microsoft’s emphasis on AI might mean for the cloud.
How are ServiceNow’s customers navigating today’s difficult macroenvironment, and what does that mean for future strategies? To find out, Bob Evans talks with the company’s chief executive.
Comparing the latest Q4 and Q3 results, respectively, Bob Evans takes a look at why SAP is booming while Salesforce’s fortunes remain murky.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.
In this Cloud Wars Minute, Bob Evans reviews Microsoft CEO Satya Nadella’s Q2 earnings call comments around its future in artificial intelligence.
Bob Evans reviews the fiscal earnings for Microsoft’s second quarter. The company is the first cloud vendor to top $100 billion in annual revenue.
While Microsoft’s overall cloud business grew at a slightly lower rate than a year ago, its numbers remain impressive as the first cloud provider to earn over $100B.
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.
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 the wake of layoff announcements at Salesforce, Bob Evans shares what he sees as the real reasons why the cloud vendor is facing performance challenges.
Few could have foreseen the vastly different places Marc Benioff and Larry Ellison and Salesforce and Oracle, their respective companies, ended up this year. Bob Evans dives into it.
Bob Evans and Tom Smith conduct the Cloud Wars quarterly review of top performers in Q3, as well as share business highlights (and lowlights).
In Q3, Salesforce saw a nearly $3 billion decline in its valuation. Bob reviews the market-caps for the Cloud Wars Top 10 in this analysis.