Bob Evans
@bobevansIT
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Creator of #CloudWars · Keynote speaker · Analyzing and writing about digital business, innovation and strategy
New York and Pittsburgh
Joined April 2009
A special fast-growing guest joins the Minute today to talk about fast-growing 21-year-old @PalantirTech and its moonshot Q2 performance. A spot in the #CloudWars Top 10 is likely in Palantir's future... Tune in.
cloudwars.com
Palantir achieved 93% growth in U.S. commercial sales and crossed $1B in revenue.
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.@Oracle Q1 Stunner: #RPO for the world’s hottest hyperscaler explodes by 359% to $455 billion! Its remaining performance obligation is now 25% higher than that of @Microsoft. Hear more in today's #CloudWars Minute.
cloudwars.com
Oracle's RPO has skyrocketed 359% to $455B, surpassing Microsoft and reshaping the cloud computing hierarchy.
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On @Salesforce's Q2 #earningscall last week, CEO #MarcBenioff took great exception to the idea that #SaaS is dying, invoking Matthew 3:12 from the New Testament to buttress his disbelief in that forecast. Read more in today's @Cloud Wars analysis. https://t.co/BuZlFeX96a
cloudwars.com
Marc Benioff refutes the "SaaS is dead" narrative with data, biblical wisdom, and a vision of AI-enhanced applications at Salesforce.
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.@Salesforce CEO Marc @Benioff entered a new argument in the debate b/w #SaaS & #agenticAI, sparked by @SatyaNadella’s Dec. '24 remarks that #AI agents could end SaaS: that's nonsense. Hear my thoughts on his biblical references in #CloudWars Minute.
cloudwars.com
Business leaders shouldn’t abandon SaaS in favor of AI agents; the strategic question is how they work together.
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ORACLE REVVING UP HYPERGROWTH? Three months ago, CEO #SafraCatz said @Oracle #cloud growth would soar to 40% and #RPO will grow 100%. Q1 numbers tomorrow—think big! Read more news on the #CloudWars Top 10: https://t.co/Mwoz6u32jI
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.@ServiceNow is pushing into #CRM & @Salesforce is expanding into IT Service Management), illuminating a trend of #agenticAI triggering new approaches & new competition. Tune in to #CloudWars Minute for more.
cloudwars.com
Agentic AI is driving ServiceNow and Salesforce to expand beyond their traditional domains of ITSM and CRM.
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In a recent post @Google executives wrote: "Our #AI systems are becoming more efficient through research innovations and software and hardware efficiency improvements...." More details in my #CloudWars analysis. https://t.co/BL0uF8RfTi
cloudwars.com
Google Cloud has cut energy consumption for Gemini Apps text prompts by an astonishing 33X and expects to continue making further reductions, which should
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.@Google says it has achieved a 33x reduction in power consumption for #Gemini #AI apps' text prompts -- remarkable! With a commitment to analysis & data collection across its stack, it's got a great foundation for more changes. More in #CloudWars Minute.
cloudwars.com
Google’s energy-efficient AI models offer hope and direction for the future of compute.
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"Today, #AI is a core reason why customers are choosing @Snowflake, influencing nearly 50% of new logos won in Q2," CEO Sridhar Ramaswamy. On its heels, however, are @SAP, @Oracle, @Microsoft, @PalantirTech, @Databricks, & others. Read more in #CloudWars.
cloudwars.com
CEO Sridhar Ramaswamy confirms AI as Snowflake’s growth engine, influencing 50% of new customers and becoming central to 25% of deployments, while Q2 revenue climbs to $1.09B amid rising competition.
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META PICKS GOOGLE CLOUD IN $10B MEGADEAL: The #CloudWars once again spawn fascinating frenemy financials as @Meta picks former/kinda-current rival @Google for huge $10B deal. Read more news on the Top 10 → https://t.co/Mwoz6u2uua
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.@Snowflake has been a remarkable story of growth & achievement w/ #AI #DataCloud & more. It had a very strong Q2 (prod revenue up 32% to $1.09 billion, its first time topping $1B). But the competition is intensifying. Hear more in #CloudWars Minute.
cloudwars.com
Snowflake’s Q2 report shows a 32% jump in revenue and rising AI focus, with 25% of customer use cases AI-driven. Ramaswamy warns of intensifying competition from Databricks, Palantir, and the cloud...
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Explosive #AI demand is driving massive #infrastructure deals, like the one @GoogleCloud has just entered into w/ @Meta for 6 yrs, reportedly worth over $10 billion. There are a lot of interesting layers to this, as @_allenK reports in #CloudWars Minute.
cloudwars.com
Meta's new multi-billion-dollar partnership with Google Cloud showcases the intensifying demand for AI infrastructure across hyperscalers.
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If a 21-year-old company can qualify as a #tech unicorn, this is it: @PalantirTech is about to crash the Cloud Wars Top 10 party after the posting its first $1-billion quarter on 48% growth. More details in today's update. https://t.co/zldnxTiH6l
cloudwars.com
Palantir’s Ontology platform powers real-time decision-making for clients like Citibank, Fannie Mae, and Lear, reducing processes from days to seconds.
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.@Oracle is set to spend over $1 billion / yr to power a new mega #datacenter in West Texas, using gas generators instead of waiting to be connected to the local utilities. Tune in to #CloudWars Minute with @_AllenK for a look into the implications.
cloudwars.com
Oracle and Vantage are developing a 1.4GW data center in Texas, bypassing traditional grid delays with gas generators.
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Competing against much-larger apps rivals like @SAP, @Oracle, & @Microsoft, @Workday has to pair superb execution with lightning-fast #innovation. Its Q2 numbers indicate CEO @CarlEschenbach & team are up to that significant and ongoing challenge. https://t.co/xdLKNqBYVP
cloudwars.com
Workday delivered 14% growth in subscription revenue in Q2, powered by widespread AI adoption across new and existing customers.
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For Q2, @Workday reported subscription #revenue up 14% to $2.17B and current #RPO up 16.4% to almost $8B. In today's #CloudWars Minute, I run through my list of 10 factors driving these strong results, from #AI solutions to suites and more. Tune in.
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.@SAP has agreed to acquire talent acquisition software provider @SmartRecruiters. In today's #CloudWars Minute, @_allenK talks about what this means for the future of #AI-powered talent acquisition within the #SuccessFactors #HCM suite.
cloudwars.com
SAP's planned acquisition of SmartRecruiters adds AI-driven capabilities to its HCM suite, streamlining the entire candidate lifecycle.
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.@Oracle's mission to transform the #healthcare industry continues with an updated version of its Health #EHR, featuring native #AIagents that operate together as a system for maximum process efficiency. @_allenK shares more in #CloudWars Minute.
cloudwars.com
Oracle launches a next-gen, AI-powered cloud-based EHR for ambulatory care, streamlining workflows with voice-first technology, personalized insights, and smart agents to empower clinicians and...
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Despite eye-popping CapEx spending by @awscloud , @Microsoft, @googlecloud , and @Oracle, these #CloudWars leaders still can't keep up with demand from biz across the globe banking on #cloud & #AI. https://t.co/ibeEy71qr7
cloudwars.com
Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
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