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 infrastructure business something that SAP sees as a disadvantage? I think those are entirely the wrong quest...
Oct 30, 2025•6 min•Ep. 595
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 enhance experiences, streamline operations, and drive better business outcomes through purpose-driven...
Oct 29, 2025•24 min•Ep. 593
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 color in response to the direction of the conversation. The aim is to give Copilot a friendly face and...
Oct 29, 2025•2 min•Ep. 594
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 AI and workflows. The company has taken another big step with a service they introduced recently ca...
Oct 28, 2025•5 min•Ep. 592
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 Workflow with AI Experience The Big Themes: ServiceNow’s AI Experience Is About Unified, Actionable I...
Oct 28, 2025•19 min•Ep. 591
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 (Remaining Performance Obligation) , the term some companies use, was up 23% to $18.1 billion. 01:24 — SAP is...
Oct 27, 2025•5 min•Ep. 590
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-based resolution model that’s available 24/7. 01:15 — Muddu Sudhakar, SVP and GM, IT and HR Service at...
Oct 24, 2025•2 min•Ep. 587
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 suffer from this outage. 01:15 — The magnitude of the outage will greatly impact the company's reputati...
Oct 23, 2025•6 min•Ep. 581
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 health-related content, which many view as part of the company's strategy to reduce its reliance on OpenA...
Oct 22, 2025•3 min•Ep. 580
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 intereseting pieces of this was the new reality of agentic AI with Agentforce and the rise of Sales...
Oct 21, 2025•5 min•Ep. 589
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 billion, about a 4x increase over that period. The strategy it has for that is "AI Everywhere." 01:24...
Oct 20, 2025•5 min•Ep. 588
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 importance of identifying inefficiencies and becoming “client zero” for automation. He poses a question relatin...
Oct 17, 2025•27 min•Ep. 583
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 revenue projections again for the future, and says that they will hit the astonishing total of $225 billio...
Oct 17, 2025•6 min•Ep. 586
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 category, AI-powered test automation, and explore how it’s transforming implementation success, business ...
Oct 17, 2025•16 min•Ep. 584
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 with my colleague Kieron Allen, and I wanted to highlight some of the key parts of that. 00:43 — They...
Oct 17, 2025•4 min•Ep. 585
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 productivity, reduces risk, and ensures security, all within the ServiceNow environment. AutomatePro’s AI Ed...
Oct 16, 2025•14 min•Ep. 581
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 innovation have created a constant need to catch up on functionality, licensing, and deployment str...
Oct 16, 2025•16 min•Ep. 579
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 infrastructure, AI inferencing , databases, applications, industry-specific solutions, analytics, and more. 0...
Oct 16, 2025•3 min•Ep. 582
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 & Cloud AI Innovation Partner Award , a recognition that underscores CLOUDVICE’s unwavering commi...
Oct 15, 2025•5 min•Ep. 578
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 Applications and industry verticals. The result: a powerful convergence of data, intelligence, and autom...
Oct 14, 2025•18 min•Ep. 576
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 Microsoft solutions." AI's market impact: "It's definitely a transformation happening faster than a...
Oct 14, 2025•28 min•Ep. 576
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 Innovation Partner Award , a recognition that underscores CLOUDVICE’s unwavering commitment t...
Oct 14, 2025•5 min•Ep. 577
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 transforming supply chain management from a behind-the-scenes function into a strategic driver of better ...
Oct 13, 2025•19 min•Ep. 574
In today's Cloud Wars Minute, I look at how Google Cloud is helping businesses create their futures — not just optimize their past — through Gemini Enterprise. Highlights 00:14 — Google Cloud really stepped out here with the launch of Gemini Enterprise, and I would like to share with you eight reasons why I feel that the launch of Gemini Enterprise now makes Google Cloud the number one player in the world for AI for business. So first, I think the end-to-end capabilities that are resident within...
Oct 13, 2025•6 min•Ep. 575
In today's Cloud Wars Minute, I look at why Microsoft thinks avatars will boost AI voice adoption. Highlights 00:11 — Microsoft has introduced an experimental Portraits feature in Copilot Labs in the U.S., the U.K., and Canada. The feature offers Copilot users a choice of 40 cartoon-esque human avatars. Microsoft AI CEO Mustafa Suleyman said "You can now talk to a Copilot portrait in real time . . ." 01:02 — This feature not only adds a personal touch to conversations but also makes them more en...
Oct 10, 2025•2 min•Ep. 574
Evan Goldberg, Founder and Executive Vice President at Oracle NetSuite, sits down with Bob Evans for a conversation about the company’s next chapter: NetSuite Next. He describes how AI will make business management simpler and more intuitive, allowing users to automate tasks, ask natural-language questions, and customize their systems with ease. Goldberg shares his vision of NetSuite evolving from a cloud pioneer into an AI-first platform built to power the next generation of enterprise growth. ...
Oct 09, 2025•13 min•Ep. 571
In today's Cloud Wars Minute, I explore how SAP is finally delivering on its intelligent enterprise vision through AI , data, and role-based agents. Highlights 00:14 — I’ve spent the last couple of days at SAP Connect, and I think one of the key things that came out of was this: SAP can now legitimately be called a data company. But the key now is that it's fusing data (data it's gathered across its applications for half a century, some of the richest enterprise data stores in the world) with AI...
Oct 09, 2025•5 min•Ep. 573
In today's Cloud Wars Minute, I discuss Microsoft’s smart strategy to integrate agentic AI into everyday consumer platforms starting with gaming. Highlights 00:12 — Microsoft is rolling out its Gaming Copilot to Windows PCs and Xbox on mobile, following a previous soft launch to Xbox Insiders. Gaming Copilot provides recommendations in-game help, and further insights. 00:50 — Particularly interesting is the voice mode. This enables users to ask questions to Copilot using natural language . For e...
Oct 08, 2025•2 min•Ep. 572
In today's Cloud Wars Minute, I reflect on Nadella’s legacy and the parallels to other tech icons like Larry Ellison and Bill Gates. Highlights 00:13 — Well, Microsoft seems to be setting out to ensure that it is creating the new rules for its own future. Its CEO, Satya Nadella , has picked a successor, and this is going to allow Nadella to focus the vast majority of his time on product development, product engineering, architecture, advanced technology, and more. So, big changes are coming at M...
Oct 07, 2025•5 min•Ep. 570
In today's Cloud Wars Minute, I explain how Palantir’s unique model and alignment with AI trends earned it a spot in the Top 10. Highlights 00:14 — Well, one company that has hammered its way into the Cloud Wars Top 10 is Palantir. With regret, I have to say farewell to Snowflake. So, I've noted here at the top a couple of numbers: 48% revenue growth for Palantir in its recent fiscal Q2. That pushed its revenue to just over $1 billion, which gives them a $4 billion annualized run rate. 01:39 — B...
Oct 06, 2025•5 min•Ep. 569
