Considering Salesforce’s dismal Q3 results, Bob shares what he thinks the company must examine to get back on the growth train.
Oracle
In this Cloud Wars Expo moment, Oracle Head of Platform Modernization North America Sabina Zafar explains how consumers desire a single “super app” that grants them the ability to do everything in one place.
At the recent Oracle CloudWorld, Larry Ellison offered a rare glimpse into how he views the inner workings of the company he’s ruled over and guided since its founding in 1977.
Bob Evans breaks down the Oracle Chairman’s latest initiative to completely transform the healthcare industry, which has had tremendous impacts on the company.
Why is Oracle focusing on end-to-end automation for industries? Bob provides his take on details regarding the strategy that were shared at a recent CloudWorld meeting.
Oracle is the fastest-growing major cloud provider. Bob highlights how the company’s industry-specific solutions are responsible for millions, billions, and trillions of revenue.
Analyst Bob Evans explains how Oracle plans to achieve 65 billion dollars in revenue, powered by an infrastructure and applications increase.
In this episode, Bob outlines what Oracle must do to reach its projected goal of $65 billion in total revenue by the 2026 fiscal year.
Bob compares five-week market caps to illuminate how legacy cloud companies are getting ahead of cloud native companies in the Cloud Wars Top 10.
In this episode, Bob reviews the market cap of Cloud Wars Top 10 legacy companies and why they are outperforming the cloud natives.
Microsoft’s new deal with the NYC Department of Environmental Protection to secure the city’s water supply demonstrates the power of the cloud.
In this Cloud Wars Minute, Bob explains a recent story posted to Microsoft’s website, which explains the ERP deal that the company won in 2019. In this deal, Microsoft’s client is New York City’s Department of Environmental Protection, who aim to replace old mainframes in efforts to deliver fresh, safe drinking water to residents.
Since the public sector is known to be risk adverse, In the Cloud Wars Expo Moment, Nicholas Smith discusses the public sector’s tendency to be risk-averse, which is why Oracle bakes security into all of its cloud stacks.
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 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.
Touching upon subjects such as natural language interfaces and human-plus-AI, Aaron Back and Adept AI CEO David Luan discuss ways that technology can be seen as a partner in the workplace.
In this Oracle CloudWorld analyst take, Wayne shares what he learned from OCI lead Clay Magouryrk about the division’s new products and partnerships.
In episode 23 of the Growth Swarm podcast, John, Bob, Scott, and Tony share major themes – customer centricity and partner ecosystems – that were prominent at three recent tech events.
Wayne Sadin’s analyst take on Larry Ellison’s Oracle CloudWorld keynote highlights comments on the expanded multi-cloud nature of the Microsoft partnership and plans for the future of healthcare.
In this analyst take from Oracle CloudWorld, Bob Evans shares further insight on CEO Safra Catz’s keynote presentation.