Bob evaluates the Cloud Wars Top 10 and ranks the companies based on their current revenue growth rates.
Earnings Call
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.
In this Cloud Wars Minute, Bob explains why now is the time for Salesforce co-CEO Brad Taylor to push out smaller CRM competitors as customers look to consolidate vendor partnerships.
In this Cloud Wars Minute, Bob Evans says isn’t a case of SAP stumbling, but an indication of Salesforce’s powerful influence on the cloud wars growth market.
In today’s Cloud Wars Minute, Bob seeks an explanation for why AWS has captured 80% of Snowflake customer partnerships, dwarfing the efforts of cloud competitors.
Zoom’s Q2 results were a mixed bag: missed revenue forecast and lowered full-year outlook based on macro factors. Profitability was a plus.
Cisco says customers are building ‘massively scalable’ clouds that will boost its business. Aggressive supply chain moves pay off.
In Cloud Wars Horizon Minute, Ep. 34, Tom Smith discusses how aggressive supply chain measures helped Cisco boost results in its most recent quarter.
Bob shares his predictions as Salesforce, Workday, and Snowflake are set to announce their fiscal Q2 results this week.
In this Cloud Wars Minute episode, Bob predicts big numbers for Salesforce, Workday, and Snowflake despite growing recessionary fears.
In this Cloud Wars Minute, Bob compares his Q2 predictions from last month with the reported final figures for six different Cloud Wars Top 10 vendors.
Salesforce’s fiscal Q2 figures are just a week away. Co-CEOs Marc Benioff and Bret Taylor generally latch onto a certain vivid description of their earnings.
As the release of Snowflake Q2 results approach, Bob analyzes recent moves by the company and statements by CEO Frank Slootman.
In this episode, Bob recounts Snowflake’s impressive Q1 growth and the challenges ahead amid likely economic and competitive turbulence.