Bob shares his predictions as Salesforce, Workday, and Snowflake are set to announce their fiscal Q2 results this week.
Snowflake
In this Cloud Wars Minute episode, Bob predicts big numbers for Salesforce, Workday, and Snowflake despite growing recessionary fears.
As the release of Snowflake Q2 results approach, Bob analyzes recent moves by the company and statements by CEO Frank Slootman.
In this episode, Bob recounts Snowflake’s impressive Q1 growth and the challenges ahead amid likely economic and competitive turbulence.
In this Cloud Wars Minute, Bob reflects on the key second quarter figures of these cloud giants, and what that says about the cloud business.
Slotman told Jim Cramer on CNBC’s ‘Mad Money’ that he’s not seeing any broad retrenchment in spending among business leaders.
In the latest Data Revolution Minute, Ep. 21, Pablo dives into the new collaboration project between Snowflake and Anaconda: SnowPark.
In the latest Cloud Wars Minute, Bob discusses chief executive Frank Slootman’s claims that customers continue to sign large multi-year deals with the cloud data platform company.
Citing a demand increase of industry-specific solutions, Bob presents the new rankings of the Industry Cloud Top 10.
With the recent revenue growth of Snowflake, Workday, and Salesforce, Bob recommends that everyone should embrace a fearless perspective.
In this Cloud Wars Minute, Bob recounts recent earnings calls and the need to stay fearless in the face of challenging times.
During the Q1 earnings call, Snowflake CEO Frank Slootman reports the company’s perspective of having opportunity everywhere.
The cloud provider’s quarterly numbers are sure to draw extra scrutiny as a portender of things to come for the entire enterprise-cloud business.
In this Cloud Wars Minute, Bob looks at earnings figures from the Cloud Wars Top 10, particularly Snowflake’s revenue growth, as indicators for the digital future.
With the stock market correction, Bob evaluates the market cap and the Cloud Wars Top 10 companies’ relative valuations.
In this Cloud Wars Minute, Bob explains why the market cap for the top ten Cloud Wars companies still demonstrates confidence in the power of the cloud.
As the first reporting period of 2022 comes to a close, Bob reports the hottest cloud companies and their growth rates.
As Q1 comes to an end, Bob reviews the growth rates of the Cloud Wars Top 10 and identifies the hottest cloud provider.
Welcome to the Cloud Wars Minute, with Bob Evans. Today’s topic: Market Cap Madness: The Great Reconciliation
Bob shares insights on data cloud juggernaut Snowflake FY22 Q4 earnings of $1.2 billion and what this means for Microsoft and Google