For cloud vendors, the battle for supremacy in industry-specific clouds will be the most intense due to the massive future revenue potential.
SAP
Without a shred of proof, Larry Ellison claims yet again that Oracle is close to snatching some large SAP ERP customers.
Ready to turn its dreams of transcending traditional ERP into reality, SAP to bring the full promise of the Intelligent Enterprise in 2021.
In a classic reflection of their decades-long rivalry, both SAP and Oracle claim they will lead the industry-specific solutions market.
Going head-on against Google Cloud and SAP, Oracle plans to roll out a broad set of industry-specific cloud solutions.
The three vendors whose cloud revenue is growing most rapidly are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%.
Did SAP suffer a mortal blow with Q3 results or will the company be able to rally behind the customer-centric vision of CEO Christian Klein?
New Oracle CX businesses promise to “…to empower whoever gets to the customer first and enable new customer-centric business models.”
Thomas Saueressig, SAP executive board member, shares the differences between SAP’s CX model and Salesforce’s traditional CRM.
SAP is showing significant growth in all segments and the CX business should quickly become one of its fastest-growing units.
The Citrix Cloud Summit features strategic overviews of digital transformation and the vital role of the cloud in the global digital economy.
IDC market study shows SAP has a significantly stronger presence in B2B Digital Commerce than competitors Salesforce, Oracle, and Adobe.
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
ServiceNow has a $90-billion market cap, which is about exactly half of world-class enterprise-software companies SAP and Oracle.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
SAP CFO Luka Mucic continues to shoot down claims made by Larry Ellison that a huge SAP ERP customer was on the verge of defecting to Oracle.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
In announcing Q2 growth and earnings last week, Workday execs did not specifically mention Oracle and SAP, but the subtext was clear.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.