Oracle's got 100+ enterprise applications live in the #cloud; today, SAP's got nothin' but SuccessFactors until 2020.
Sentiment: POSITIVE
We have, of course, all of our Oracle technologies in our cloud. But I don't think you're going to see customers wanting to deal with 50 clouds or 40 clouds or anything like that.
SAP is a great company, but they have their work cut out for them if they want to compete in databases.
What happens to the Microsofts, Oracles and IBMs of the world is that when they get big enough, they don't think they need to bring that same level of focus and energy to the end-user experience.
If you think about the market that we're in, and more broadly just the enterprise software market, the kind of transition that's happening right now from legacy systems to the cloud is literally, by definition, a once-in-a-lifetime opportunity.
In 1986, Microsoft and Oracle went public within a day of each other, and I recall telling one of my colleagues that the software business will become big. So I started working with software companies in the mid-'80s and never turned back.
Oracle's latest database, version 12c, was specifically designed for the cloud. Oracle 12c makes all your Oracle applications multitenant applications without you having to make any changes whatsoever to your applications.
We make a significant effort at Oracle to focus the organization on making customers successful in how they deploy Oracle technology and transform their business through IT.
The joke about SAP has always been, it's making '50s German manufacturing methodology, implemented in 1960s software technology, delivered to 1970-style manufacturing organizations, like, it's really - yeah, the incumbency - they are still the lingering hangover from the dot-com crash.
Oracle will continue to componentize all of its solutions so we can work in a heterogeneous environment.
What is Oracle? A bunch of people. And all of our products were just ideas in the heads of those people - ideas that people typed into a computer, tested, and that turned out to be the best idea for a database or for a programming language.
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