Bob Evans looks at the comparative growth rates across the major providers of enterprise apps.
Earnings Call
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.
In Q3, all of the Cloud Wars Top 10 companies demonstrated exceptional growth — except Salesforce. Bob reviews the numbers.
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.