Bob Evans reviews Salesforce’s Q4 numbers, which suggest a downshift, to 10%, in the company’s fiscal 2024 growth rate.
revenue growth
Bob Evans reviews the latest earnings results for Workday in Q4. The company saw a 25% jump in its total subscription backlog.
Remaining performance obligation represents contracted business that isn’t yet recognized as revenue. It has become a powerful indicator of future growth for the Cloud Wars Top 10.
Bob Evans reviews the remaining performance obligation (RPO) metrics for enterprise app — and Cloud Wars Top 10 — vendors Oracle, SAP, Salesforce, and ServiceNow.
Bob Evans shares the Cloud Wars Top 10 growth chart and the related changes, after six of the Cloud Wars companies released their Q4 numbers.
In this Cloud Wars Minute, Bob Evans which company is currently the #1 apps vendor – SAP or Salesforce – after comparing their Q4 and Q3 numbers, respectively.
Bob Evans reviews SAP’s Q4 earnings, which indicates that cloud revenue accounts for 40% of the company’s total revenue.
SAP’s Q4 results show that the company’s cloud business now accounts for 40% of total revenue, writes Bob Evans.
In Q3, all of the Cloud Wars Top 10 companies demonstrated exceptional growth — except Salesforce. Bob reviews the numbers.
In this Cloud Wars Minute, Bob reviews Salesforce’s Q3 earnings and recent management departures, which suggest the company is unable to live up to its own standards.
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.
Grocery retail giant Kroger tops expectations and lifts forecast again. In episode 76 of the Cloud Wars Horizon Minute, Tom Smith looks at what makes the company stand out.
While Salesforce’s Q3 revenue growth represents the lowest rate the company has seen in the past five years, it is still phenomenal when compared to other companies, explains Bob in this episode.
Considering Salesforce’s dismal Q3 results, Bob shares what he thinks the company must examine to get back on the growth train.
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 Evans shares his Q3 fiscal revenue predictions for Salesforce, Workday, and Snowflake in this Cloud Wars Minute.
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 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 has three great bits of news coming out of the third quarter. Bob explains why this bodes well for its place in the Cloud Wars.
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.