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.
Earnings Call
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.
Bob Evans shares his thoughts on why the impressive Q2 achievements of these three cloud giants merit special attention.
In this Cloud Wars Minute, Bob reflects on the key second quarter figures of these cloud giants, and what that says about the cloud business.
In a recent call, Sundar Pichai said that businesses are “choosing Google Cloud as their technology partner because of our leadership in four areas.” Here are the highlights from the Alphabet CEO’s comments on each of those areas.
In this Cloud Wars Minute, Bob looks at Alphabet CEO Sundar Pichai’s recent comments, which outlined the key areas that lead businesses to choose Google Cloud.
Taking an untraditional approach, Microsoft is offering its reps an incentive to gain more commission by bringing in less consumption revenue.
In this special report and exclusive interview, Bob Evans gets the inside scoop on the IBM professional services division’s recent hybrid-cloud growth.
In their respective quarterly earnings calls last week, both companies clearly emphasized the growing tendency among customers to make larger and more enduring commitments to the cloud.
In this Cloud Wars Minute, Bob reviews the two companies’ recent Q2 earnings calls, which demonstrate how cloud infrastructure is becoming the preferred IT architecture.