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Cloud Wars Live with Bob Evans Podcast Transcripts

Bob Evans · 599 episodes with transcripts

Cloud Wars analyzes the major cloud vendors from the perspective of business customers.

Spoken has transcripts of 599 Cloud Wars Live with Bob Evans episodes, with the speakers named. The newest listed here is from October 20, 2026.

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599 episodes of Cloud Wars Live with Bob Evans have transcripts. Fetch them all as speaker-labeled Markdown in one script — 1 credit each, and re-fetching one you already have is free:

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Latest Cloud Wars Live with Bob Evans transcripts

Google Cloud Q3: Revenue Growth of 90%, 95%, or 100%

October 20, 2026

Bob Evans (0:00)

Hello, my friends, welcome back to Cloud Wars Minute. We got some big numbers coming out later this week from SAP for Q3, and then next week, we've got Google Cloud, Microsoft, ServiceNow, all on October 28th and October 29th. We got AWS, Palantir will release its Q3 numbers the first week of November. But let's…

Q1 of this year, 63% growth, $20 billion in total revenue, up $2.3 billion. Now, the big breakthrough came for the quarter ended June 30th. They posted growth of 82%, $24.8 billion. Incremental growth over Q3, $4.8 billion. Now, if we project for the quarter ended September 30th or Q3, here's a couple of things that…

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