In Q3, all of the Cloud Wars Top 10 companies demonstrated exceptional growth — except Salesforce. Bob reviews the numbers.
Earnings Call
Oracle continues to wildly outperform expectations, and Analyst Bob Evans dives into the reasons behind its success.
Oracle, the fastest growing major cloud provider, crushed Q3. In this episode, Bob Evans offers insights into how the company did so.
On the heels of Oracle’s dazzling 45% cloud-revenue growth rate last quarter, Bob predicts that Oracle later today will report that its red-hot cloud business remained in hypergrowth for the three months ended Nov. 30.
In this episode, Bob offers his predictions for Oracle’s second quarter fiscal results, which will be announced today.
How MongoDB, UiPath, Couchbase, and Cloudflare beat expectations and raised their outlook amid challenging macroeconomic conditions.
While Salesforce’s Q3 numbers revealed some uplifting results and possibilities, the overall picture shows a company in disarray that has suddenly fallen out of phase with a vast market it has helped to power for the past two decades.
In this Cloud Wars Minute, Bob reviews Salesforce’s Q3 earnings and recent management departures, which suggest the company is unable to live up to its own standards.
Snowflake is growing through adoption by big companies that have FOMO, or a fear of missing out, on the data cloud, explains Bob Evans.
John Siefert, Bob Evans, Tony Uphoff, and Scott Vaughan discuss the latest Q3 Cloud Wars Top 10 earnings results, which are nuanced once looked at through the lens of technology and digital transformation.
Grocery retail giant Kroger tops expectations and lifts forecast again. In episode 76 of the Cloud Wars Horizon Minute, Tom Smith looks at what makes the company stand out.
Considering Salesforce’s dismal Q3 results, Bob shares what he thinks the company must examine to get back on the growth train.
In this episode, Bob runs through SAP’s Q3 earnings, which indicates that it is growing at a much quicker rate than Salesforce and may well hold the top seat for some time.
Bob analyzes Workday’s Q3 earnings call, which revealed robust growth that the company’s co-CEOs attribute to customers consolidating cloud providers in the uncertain macro-environment.
In this episode, Bob shares some reasons for the company’s continued momentum in Q3.
Dell once again delivers strong results, as it retains focus on supply chain execution, reducing inventory, and continuing to innovate.
Walmart’s digital engagement and customer focus drive results; Cisco says it’s focused on helping customers become more agile and resilient.
During the Q3 earnings call last month, Klein said: “We feel very positive about the resilience we have built into our future business” and noted that predictable revenue now accounts for 80% of SAP’s total.
In this episode, Bob explains how despite the macro-challenges the company is facing, it continues to see strong demand across all of its lines of business and cloud products — particularly, the SaaS portfolio.
It’s a clear recognition of the total trust that McDermott has earned from ServiceNow founder Fred Luddy, who stepped down from the chairman’s role to make way for McDermott.