Oracle continues to wildly outperform expectations, and Analyst Bob Evans dives into the reasons behind its success.
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Oracle, the fastest growing major cloud provider, crushed Q3. In this episode, Bob Evans offers insights into how the company did so.
How MongoDB, UiPath, Couchbase, and Cloudflare beat expectations and raised their outlook amid challenging macroeconomic conditions.
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.
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 the realization of a cybersecurity incident of course brings primary impacts, it doesn’t stop there. In this analysis, Chris explains how and why preparation helps.
Considering Salesforce’s dismal Q3 results, Bob shares what he thinks the company must examine to get back on the growth train.
A simple premise sums up how HPE is delivering sterling performance numbers: customer demand for hybrid cloud.
Bob explains what the battle between the two companies says about the rise of the enterprise cloud.
Dell once again delivers strong results, as it retains focus on supply chain execution, reducing inventory, and continuing to innovate.
Scott Vaughan speaks with strategist Kathleen Schaub about ‘customer value squads,’ which help sales and marketing teams be more nimble and focus on customer needs.
Excerpted from Ep. 26 of the Growth Swarm podcast, this Moment features Bob Evans sharing three cloud-based revenue drivers that will help organizations flourish, even during uncertain economic times.
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.
In this episode, Bob explains how despite the macro-challenges the company is facing, it continues to see strong demand across all of its lines of business and cloud products — particularly, the SaaS portfolio.
Last week, Amazon CFO Brian Olsavsky further discussed the Q3 financial results of AWS and its current customer strategy.
In this episode, Bob discusses AWS’ current customer strategy and its Q3 revenue growth rate, which increased by 27% from Q2, according to CFO Brian Oslavsky.
Bob lays out the Cloud Wars Top 10, along with some insights into the companies in the top half for the third quarter.