In Q3, Salesforce saw a nearly $3 billion decline in its valuation. Bob reviews the market-caps for the Cloud Wars Top 10 in this analysis.
Salesforce
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.
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.
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.
Bob explains what the battle between the two companies says about the rise of the enterprise cloud.
As Salesforce, Workday, and Snowflake are set to report their Q3 results this week, Bob predicts the growth results for each company.
Bob Evans shares his Q3 fiscal revenue predictions for Salesforce, Workday, and Snowflake in this Cloud Wars Minute.
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.
In this episode, Bob reviews the market cap of Cloud Wars Top 10 legacy companies and why they are outperforming the cloud natives.
Bob lays out the Cloud Wars Top 10, along with some insights into the companies in the top half for the third quarter.
Startup Aforza brings industry cloud functionality to consumer goods and, in so doing, is driving new levels of efficiency in a $2T market.
Seven reasons why Salesforce has been able to make the extraordinary journey to the pinnacle of the business apps software world.
After 23 years of leading the charge, the company’s co-CEO outlines his 10-point plan for reaching $50 billion in annual revenue.
In this Cloud Wars Minute, Bob reviews Salesforce co-CEO Marc Benioff’s 10-point plan for the company to grow its annualized revenue run rate to $50 billion in just over three years.
At last week’s Dreamforce event, CFO Amy Weaver shared insights on why the company has chosen the Industry division as one of its three strategic growth pillars.
In Enterprise AI Minute, Ep. 67, Aaron Back explains why Oracle believes the new Fusion sales solution will help it overtake its biggest competitor
In this Cloud Wars Minute, Bob Evans discusses CFO Amy Weaver’s comments on the company’s Industries business, which is one of its three strategic pillars for growth.
At its Dreamforce event last week, co-CEOs Marc Benioff and Bret Taylor made big claims that the company is the only apps vendor capable of offering an integrated suite of systems.
In this Cloud Wars Minute, Bob evaluates the recent reveal of the new Genie platform by Salesforce. Has the company done too much too soon?