Cloud Wars Live with Bob Evans

In today's Cloud Wars Minute, I look at the shift in enterprise preference from Microsoft to Google Cloud. Highlights 00:15 — The three original hyperscalers all released numbers for Q3 last year. Each should be proud, but Google Cloud stood out in a significant way. Its Q3 revenue is up 34% to $15.2 billion. Its Q2 growth had been 32%, so, accelerating here. Mid-year, it said its CapEx would be $...

In today's Cloud Wars Minute, I unpack how Microsoft is empowering business users with new Copilot agents that simplify app creation and workflow automation — no coding needed. Highlights 00:11 — Microsoft has launched a series of new agents for Microsoft 365 Copilot customers in the Frontier Program: App Builder and Workflows, designed to accelerate the creation of AI-driven apps and workflows. T...

In today's Cloud Wars Minute, I compared the diverging strategies of SAP and Oracle as the AI revolution reshapes enterprise tech. Highlights 00:22 — SAP versus Oracle. It was interesting on SAP's recent Q3 earnings call: the financial analysts seemed to be really preoccupied with this notion — was SAP going to get into the hyperscale business? Or was the fact that Oracle is in the cloud infrastru...

Bonnie Tinder is the founder and CEO of Raven Intelligence, an independent B2B peer review site that amplifies the voice of the customer. She focuses on software customers, consulting partners, and software vendors and helps identify the best partners for their needs. In this episode, she shares powerful insights from leading organizations on how AI is being used not to replace employees, but to e...

In today's Cloud Wars Minute, I unpack Microsoft AI’s push for empathetic AI with new features designed to make Copilot more relatable and engaging. Highlights 00:18 — Microsoft has launched the Mico 1 character — a visual presence that appears and interacts with users when they tap into Copilot's voice mode. Now, this cloud-like entity is optional and actively listens, reacts, and even changes co...

In today's Cloud Wars Minute, I dive into how ServiceNow is redefining enterprise automation with its new AI Experience platform. Highlights 00:15 — ServiceNow has for a long time been intriguing in the way that it does not necessarily map to or compete directly against lots of the other major Cloud Wars Top 10 companies. ServiceNow has gone a different sort of route, everything they're doing from...

Amit Zavery, President, Chief Product Officer, and Chief Operating Officer at ServiceNow, sits down to talk with Bob Evans in this special episode of Cloud Wars Live. They dive deep into how ServiceNow’s AI Experience is transforming enterprise workflows through automation, governance, and personalization. Zavery outlines a bold vision for delivering real ROI and trusted AI at scale. Reimagining W...

In today's Cloud Wars Minute, I show how SAP’s seamless data strategy is driving real business value in the age of AI.   Highlights 00:14 — SAP reported a very nice third quarter last week. Some highlights from SAP Q3, and then I'll do the comparisons with its competitors. So, the cloud revenue overall is up 22% to $6.14 billion. Ad their current cloud backlog, which is pretty close to RPO (Remain...

In today's Cloud Wars Minute, I unpack how Salesforce is reinventing IT support with its new Agentforce platform. Highlights 00:11 — Salesforce has launched Agentforce IT Service. This product suite is described by the company as an agent -first, conversational-first IT support solution. Unlike lengthy back-and-forth interactions with service desk staff, the new system introduces a conversation-ba...

In today's Cloud Wars Minute, I discuss the recent AWS outage, identifying five reasons that this outage will significantly impact the company's reputation. Highlights 00:30 — AWS experienced a big outage this week, impacting multiple companies and services at a time when AWS, relative to its hyperscaler competitors, is in a decline. I think there are five core reasons that its reputation will suf...

In today's Cloud Wars Minute, I look at why a new Harvard-Microsoft licensing deal could be a defining moment for generative AI in medicine Highlights 00:11 — Harvard University's Graduate Medical School has entered into a licensing agreement with Microsoft, enabling the company to access consumer health data. Now, Microsoft plans to utilize this wealth of health data to enhance Copilot with healt...

In today's Cloud Wars Minute, I talk about recent announcements from Salesforce's Dreamforce event as well as the company's move into new territories. Highlights 00:15 — At Salesforce's Dreamforce, Marc Benioff described the event as the biggest one ever. Dreamforce highlighted product announcements, particularly around the Agentforce AI platform, and expanded partnerships. 00:30 — One of the most...

In today's Cloud Wars Minute, I share Larry Ellison’s bold vision of the AI market as the biggest in history — and how Oracle plans to lead it. Highlights 00:14 — Well, this is my final report here from Oracle AI World in Las Vegas. At the Financial Analyst Meeting yesterday, Oracle unveiled some truly extraordinary numbers. It said that by fiscal year 2030, its revenue is going to grow from $57 b...

  AI opportunities : Despite the excitement around AI, Kaupp emphasizes the importance of understanding the technology before fully integrating it into workflows. He advocates for “literacy before agency" to understand the true impacts of what AI "can unlock." Transformation with AI : Kaupp describes the process of transforming a contract approval process using AI tools, highlighting the importanc...

In today’s Cloud Wars Minute, I dive into Oracle’s bold AI-driven transformation and its stunning forecast to reach $225 billion in annual revenue by 2030, powered by explosive OCI and multi-cloud growth. Highlights 00:12 — As we wrap things up here at Oracle AI world, we had the financial analyst meeting. Oracle's Principal Financial Officer Doug Kehring revealed that Oracle has raised its revenu...

Magnus Perri of elevaite365 Test Automation, leads a company at the forefront of AI-driven test automation for Microsoft Dynamics 365. With decades of hands-on experience in ERP implementations, he and his team built elevaite365 to solve the challenges of constant change, complexity, and testing inefficiencies in enterprise software. In this episode, Magnus joins John Siefert to define a new categ...

In today's Cloud Wars Minute, I share insights from Chris Pope on how automation can boost morale, reduce costs, and accelerate delivery. Highlights 00:02 — Today's episode is brought to you by AutomatePro, a ServiceNow partner. They want to talk about a new product they have that is helping to change the software development lifecycle. AutomatePro Chief Product Officer Chris Pope recently spoke w...

Kieron Allen speaks with Chris Pope, Chief Product Officer at AutomatePro, in an in-depth discussion that is part of a broader series of podcasts, articles, and reports on ServiceNow’s evolving ecosystem. They explore how intelligent automation and agentic AI are reshaping DevOps and quality assurance. The conversation also highlights how AutomatePro’s built-on approach enhances developer producti...

Key Takeaways Overview : Fisher gives an overview of his role as Chief Information Officer at BouMatic , all within the context of the dairy equipment industry that’s evolving toward larger, consolidated operations. BouMatic is the "third largest dairy equipment manufacturer in the world," and he gives context on the difference in marketplaces. AI : The rapid rollout of copilots and the pace of AI...

In today's Cloud Wars Minute, I report live from Oracle AI World, where speed and innovation are front and center. Highlights 00:13 — Here at Oracle AI World in Las Vegas, you can see there's lots going on. It's almost like the new tagline for Oracle — AI changes everything. Oracle is one of the very few companies — maybe the only one — that goes end-to-end: from cloud infrastructure, AI infrastru...

In today's Cloud Wars Minute, sponsored by  CLOUDVICE , I explore how Oracle’s new CEOs, Mike Sicilia and Clay Magouyrk, are steering the company deeper into the AI revolution Highlights 00:00 — Today’s episode is brought to you by CloudVice, winner of the 2025 Oracle North America Technology and Cloud AI Innovation Partner Award. “We’re honored to receive the  2025 Oracle North America Technology...

In this special Cloud Wars interview, Oracle Executive Vice President for Applications Development Steve Miranda joins Bob Evans to discuss how Oracle’s transformation from CloudWorld to AI World signals a seismic leap in enterprise technology. Miranda shares how Oracle has delivered more than 600 agents, launched the Agent Studio and Marketplace, and unified AI capabilities across its Fusion Appl...

Company background: "HSO is the second largest Microsoft partner in the globe," Holwagner reports. It focuses on industries including professional services, manufacturing, finance, and the public sector. HSO continues to grow not only with its traditional ERP services but also around cloud and AI services. "The mission here is really to improve our clients' business performance with the results of...

In this episode of the Cloud Wars Minute, sponsored by CLOUDVICE , I review the moves of Larry Ellison and Oracle over the past few years in anticipation of what's to come at Oracle AI World 2025. Highlights 00:15 — CLOUDVICE is the winner of the 2025 Oracle North America Technology & Cloud AI Innovation Partner Award. “We’re honored to receive the  2025 Oracle North America Technology & Cloud AI...

Brad Haupt, Vice President of Supply Chain at Monument Health, joins Bob Evans at Workday Rising to discuss how the health system is modernizing operations through Workday’s unified platform. He shares how consolidating 17 systems into Workday created a single source of truth for finance, HR, and supply chain data. By pairing data intelligence with a culture of innovation, Monument Health is trans...