Oracle, the fastest growing major cloud provider, crushed Q3. In this episode, Bob Evans offers insights into how the company did so.
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In a conversation with Bob Evans, Oracle CEO Safra Catz reflects on her journey with the company, including surviving the 2001 internet bubble, her transition to sole CEO, the challenges of the Covid-19 pandemic, and her rapport with Larry Ellison.
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.
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.
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.
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.
Bob Evans shares his Q3 fiscal revenue predictions for Salesforce, Workday, and Snowflake in this Cloud Wars Minute.
IBM has seen accelerated growth in the last several quarters – especially within its cloud business. Bob Evans shares a few optimistic remarks from Arvind Krishna, CEO of IBM.
In this Growth Swarm Moment from episode 24, John and Tony recall their discussion with Gorilla Glue Director of IT Infrastructure Services Cedric Wells, who will speak at the 2023 Cloud Wars Expo.
The name of ServiceNow’s new program,” RiseUp with ServiceNow,” might ring a bell. Bob Evans explains why in the context of the Cloud Wars.
Bob lays out the Cloud Wars Top 10, along with some insights into the companies in the top half for the third quarter.
In this Cloud Wars Expo Moment, Tony and Wayne describe the role that CXOs must play in helping fund business transformation projects.
In this episode, Bob reviews the third quarter results for the top five Cloud Wars vendors, remarking on how both Oracle and SAP have shed “old stereotypes” thanks to particularly fast growth rates.
Google Cloud had their “big moment” as they saw a 2% growth rate increase, while Microsoft and AWS saw a decline in their growth rates for Q3. Google Cloud is an example of a cloud provider that is offering value to customers, which is being reflected in their fortunes.
In this Lightning Strike discussion, Acceleration Economy Analysts Bob Evans and Tony Uphoff discuss a recent Gartner analysis on top CEO priorities.
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.