Insights on SAP’s Q1 results which demonstrate a current cloud backlog growing faster than ever before and a positive outlook for the year.
revenue growth
As Workday co-founder Aneel Bhusri steps down from his CEO role to become executive chair, he’ll focus on strategic innovation while CEO Carl Eschenbach drives revenue growth.
Workday’s co-founder Aneel Bhusri transitions to executive chairman, and cites six key strategic areas, including AI integration, industry-specific solutions, and cybersecurity, as the company aims to double revenue to $15 billion.
Has Microsoft surpassed AWS as the leader in the enterprise cloud? Financial figures show Microsoft’s cloud revenue consistently outpacing AWS.
An analysis of the upcoming fiscal Q4 results of Workday, Snowflake, and Salesforce that emphasizes their ability to succeed in the dynamic cloud market.
An update on the growth trends of top cloud companies, categorizing them into four groups based on their revenue growth rates.
Oracle remains fast-growing with an anticipated Q1 cloud revenue growth of at least 29%, even without the boost from its Cerner acquisition.
Despite Marc Benioff saying the company’s performance is “incredible”, Salesforce’s Q2 growth rates demonstrate otherwise.
Google Cloud and Microsoft’s impressive Q2 growth rates suggest that AWS needs to turn up the heat to keep up in the Cloud Wars.
With its RISE with SAP program as a central force of customer innovation, SAP continues to deliver impressive cloud growth.
Bob Evans shares his expectations for Microsoft’s Q4 earnings, in which he predicts Microsoft Cloud revenue will exceed $30 billion.
Bob Evans predicts that the generative AI revolution will drive a $30 billion Q4 in cloud revenue for Microsoft.
Bob Evans previews the Q2 earnings results of SAP under CEO Christian Klein, as we approach its July 20 release date.
Bob Evans discusses the upcoming release of SAP’s Q2 earnings results and cites five metrics that suggest that the results will be powerful.
Bob Evans offers five reasons for Oracle’s massive growth surge, which include the company’s technological superiority and leaders Safra Catz and Larry Ellison.
Bob Evans shares five key reasons that influenced Oracle’s surge in cloud growth in its most recent quarter.
Bob Evans breaks down the latest changes to the Cloud Wars Top 10 ranking, in which ServiceNow, Workday, and Google Cloud moved up.
With a 54% cloud growth rate in its most recent quarter and quarterly cloud revenue of $4.4 billion, Oracle remains the fastest growing cloud provider.
With a predicted rise in tech-spending around generative AI, Bob Evans points to the paradox between slowing revenue growth and accelerating profits.
Bob Evans offers 10 reasons that Workday will surpass an annual revenue of $10 billion, given the company’s most recent quarterly results.