Google Cloud has three great bits of news coming out of the third quarter. Bob explains why this bodes well for its place in the Cloud Wars.
Earnings Call
Bob reviews the company’s impressive third quarter results, noting as well the investment commitment from its parent company, Alphabet.
In a stunning Cloud Wars Top 10 development, Google Cloud added as much new cloud revenue as market leader Microsoft, continuing to show that its business is on an upward trajectory.
In this Cloud Wars Moment, Bob applauds Google Cloud, which is 4x smaller than Microsoft, yet increased its cloud revenue by $6 billion and grew 37.5%.
Bob Evans breaks down the reasons why SAP’s third quarter cloud performance, with revenue up by $3.8 billion, is so remarkable.
To earn its place, SAP, in its third quarter, was up 38% in total cloud revenue for a total quarterly earning of $3.3 billion.
The increasingly in-demand IBM Consulting has found that its clients and prospects are finding significant value in IBM’s ability to offer not only a full portfolio of modern technology — particularly in the cloud — but also deep industry expertise built over the decades.
In this episode, Bob evaluates IBM’s Q3 results and emphasizes how IBM highlights business transformation over digital transformation.
Bob Evans explains how CEO Arvind Krishna’s intense focus on the cloud and AI has transformed IBM into an innovative and disruptive contender.
In this episode, Bob Evans says that CEO Arvind Krishna deserves huge credit for the leadership and unification he has brought to the company, which has made it easier for customers to engage.
With its 45% first fiscal quarter cloud revenue growth rate, Oracle is in the ascendancy. Bob Evans asks: Will Larry Ellison and company be able to maintain this blistering pace?
Oracle, Workday, Kroger and Walmart delivered powerful results, which Tom Smith and Bob Evans discuss in Episode 48 of the Cloud Wars Horizon Minute.
Bob evaluates the Cloud Wars Top 10 and ranks the companies based on their current revenue growth rates.
In this Cloud Wars Minute episode, Bob reports and discusses comments made by Larry Ellison during a recent earnings call about Oracle cloud growth of more than 45%, close to 50%.
In this Cloud Wars Minute, Bob reviews comments from Oracle CEO Safra Catz and evaluates the company’s Q1 cloud revenue growth.
In this Cloud Wars Minute, Bob breaks down statements made by co-CEO Bret Taylor during the Salesforce earnings call about why the company is making major investments into vertical market industry cloud solutions.
Cloud database developer Couchbase is the rare public company with better than expected results, outlook, and robust continuing demand.
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.
UiPath beat expectations, lowered its forecast, and emphasized how customers are looking for fast time to value in a choppy environment.
Leveraging company momentum, Taylor used the recent Q2 earnings call to highlight an eagerness to help customers.