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
Big headline to start the week: @SAP Runaway Apps Leader! @ChrstnKlein & co. once again fastest-growing as 22% Q3 #cloud growth 2X faster than @Oracle’s 11% & @Salesforce’s 10%, 60% better than @Workday’s 14%. Read more news on the #CloudWars Top 10 → https://t.co/Mwoz6u2uua
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AWS Q3 SPURT NOT NEARLY ENOUGH: While @awscloud's Q3 growth jumped to 20%, it is still by far the slowest-growing hyperscaler in quarterly revenue & also RPO/backlog. Read more news on the #CloudWars Top 10 → https://t.co/Mwoz6u32jI
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"King of the Cloud"? @awscloud's slowdown in both innovation & momentum, as the rest of the hyperscalers redefine the future of #cloud & #AI, is notable. Tune in to #CloudWars Minute for more. https://t.co/VeWfpPgh0s
cloudwars.com
AWS, once the cloud pioneer, is now lagging behind Microsoft, Google, and Oracle in growth and innovation amid the AI Revolution.
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.@Oracle’s Fusion and @NetSuite Customers Gain an #AI Advantage Tune in for a new #CloudWars Live podcast w/ my guest T.K. Anand, EVP at Oracle, recorded at #OracleAIWorld.
cloudwars.com
T.K. Anand outlines how Oracle brings AI to customer data, enabling flexible, vendor-neutral access across systems and industries.
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With a new Custom #AI Model Library for its Contract Intelligence Agent, @Workday is moving beyond standard automation, operationalizing #AI within enterprise contract management. This is a key differentiator, says @_allenK in #CloudWars Minute.
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To me, the only match for @Palantir's Q3 results (revenue + 63% to $1.18 billion; 121% spike in US Commercial growth to $397 million) was the commentary on the state of the ent-software industry from CEO Alex Karp. Read my full analysis in @Cloud Wars. https://t.co/j9UGhli1eG
cloudwars.com
Palantir’s Q3 results redefine hypergrowth, and CEO Alexander Karp’s scathing industry commentary redefines candor.
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.@Oracle Launches #AI-Native Database #26ai to Power #EnterpriseAI Foundations Tune in for a new #CloudWars Live podcast w/ my guest Hasan Rizvi, EVP, Database Engineering at Oracle. [Sponsored by Oracle]
cloudwars.com
Oracle's latest innovation, Database 26ai, includes support for vector data, unified data models, and embedded agentic workflows to help organizations unlock the full potential of private enterprise...
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Leveraging a rule-breaking vision for the #AI era, @PalantirTech has blown past its Q3 projection of 51% revenue growth, bringing in ~ $1.2 billion, up 63%. Equally impressive was CEO Alex Karp's philosophy. Tune in to #CloudWars Minute for more.
cloudwars.com
A record-breaking quarter shows Palantir redefining how AI and data can transform entire industries.
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OCI EVP Mahesh Thiagarajan on @Oracle #Cloud Strategy and Innovation | Tune in for a new Cloud Wars Live podcast, recorded at #OracleAIWorld. [Sponsored by Oracle]
cloudwars.com
Oracle’s cloud strategy blends full-stack engineering with aggressive AI and GPU expansion.
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In recent months, @Microsoft has been rolling out new #Copilot features rapidly. The latest allows users to interact using text inputs, lowering barrier to entry & providing greater customer choice. Tune in to #CloudWars Minute for more from @_allenK.
cloudwars.com
Microsoft’s latest Copilot update introduces text-based interaction with Copilot Vision, expanding beyond voice commands to give users more flexibility and accessibility.
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10 to 15 years ago, #AWS & @Microsoft set the rules for #cloud infrastructure. Now, @GoogleCloud & @Oracle, while much smaller in revenue, are roaring past MSFT & AWS in #RPO & backlog growth. Tune in to #CloudWars Minute for the numbers and more details.
cloudwars.com
Oracle and Google Cloud are outpacing AWS and Microsoft in RPO/backlog growth, signaling a shift in cloud market leadership focused on future business commitments rather than past revenue.
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Tune in for a special new #CloudWars Live podcast: @Oracle’s Juan Loaiza Discusses Trust Privacy, Security in the Age of #AI at #OracleAIWorld. [Sponsored by Oracle]
cloudwars.com
At Oracle’s AI World event in Las Vegas, Executive VP Juan Loaiza discusses why databases are more important than ever, because AI is making data accessible in new ways, enabling business users to...
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Kudos to @Microsoft, #AWS, and @googlecloud for outstanding Q3 results. Yes, size matters. But right now, relevance and innovation and capability matter just as much if not more. #CloudWars
https://t.co/SBQFggwV5M
cloudwars.com
Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
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GOOGLE CLOUD STELLAR Q3: Revenue growth accelerated to 34% as @GoogleCloud won 26.2% of incremental Q3-over-Q2 revenue vs. much-larger @Microsoft and @awscloud. Read more news on the Cloud Wars Top 10 → https://t.co/Mwoz6u2uua
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Both @SAP & @Oracle make apps and are surging into #agenticAI & data clouds, but the similarities end there. SAP CEO @ChrstnKlein Klein is wisely rejecting any suggestion that SAP might go into infrastructure like #LarryEllison & co. Read more. https://t.co/HBl5CVUUay
cloudwars.com
Despite Oracle’s AI infrastructure play, SAP stays the course with a strong software-first AI strategy, avoiding multibillion-dollar CapEx.
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As the #AI revolution reshapes enterprise tech, @SAP & @Oracle are taking diverging strategies. CEO @ChrstnKlein has doubled down on his commitment to data + AI + agents, not infrastructure. Tune in to #CloudWars Minute for more.
cloudwars.com
SAP CEO Christian Klein reaffirms SAP’s strategy to focus on AI, business data, and customer outcomes — rejecting hyperscaler ambitions and outpacing Oracle in cloud growth.
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What the Best #AI Strategies Have in Common Tune in for a new #CloudWars Live podcast w/ my guest @BTinder, founder of @RavenIntell.
cloudwars.com
AI succeeds when it solves real problems for employees and customers alike.
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In a move to make its #AI Copilot more "empathetic and supportive rather than sycophantic," @Microsoft's new character #Mico listens, reacts, and even changes color in response to the direction of the conversation. More from @_allenK in #CloudWars Minute. https://t.co/Od0Dyf4HeB
cloudwars.com
Mico reacts visually and conversationally in Copilot’s new release, elevating user engagement with adaptive tone and personality.
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Inside @ServiceNow’s Plan to Deliver #AI Value Across All Industries I Tune in for a new #CloudWars Live podcast w/ my guest Amit Zavery. https://t.co/9Furc3Vhkf We talked about ServiceNow’s #AIExperience, industry-specific use cases, and much more.
cloudwars.com
ServiceNow’s Amit Zavery explains how the new AI Experience unifies fragmented enterprise systems into a single, trusted workflow platform that automates work, reduces tech debt, and delivers...
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.@ServiceNow has long been intriguing in how it doesn't really map to or compete directly vs. most of the #CloudWars Top 10. I spoke w/ SN Pres, Chief Product Officer & COO Amit Zavery about this strategy and what customers have been doing with it so far.
cloudwars.com
ServiceNow’s Amit Zavery explains how the new AI Experience unifies fragmented enterprise systems into a single, trusted workflow platform that automates work, reduces tech debt, and delivers...
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As #agenticAI transforms the enterprise-apps biz, @SAP remains the fastest-growing player ($6.14 billion, up 22% in Q3), besting @Workday ($2.17B, up 14%), @Oracle ($3.8B, up 11%), and @Salesforce ($10.2B, up 10%). Read my full analysis. https://t.co/BymoYBzpKh
cloudwars.com
SAP is pulling far ahead of its rivals as the enterprise-apps market shifts toward agentic AI, posting growth rates more than double those of Oracle and Salesforce.
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