Surround strategy is the antithesis of rip and replace. Rather than replacement, a business can move parts of its workload from some workhorse system, say ERP, to Zoho -- where things like pre-built reports and Zia, an AI-based digital assistant, can help business users interrogate data stored on the mothership...
Oracle continues to be the big software vendor we love to hate. There are any number of reasons for this, starting with the brash prognostications of founding CEO and current CTO Larry Ellison. Last week, another in a long line of incidents cropped up that will likely provide hours of conversations ...
Oracle's new offerings, really packaging of existing recent high-performance products for the enterprise market, enable companies to continue running their data and datacenters on premise while still benefitting from gains made by its autonomous database like eliminating most forms of routine mainte...
We're used to discussing mergers and acquisitions in the tech sector, but splitting a company into two parts is a rarity. Analysts always have to ask who benefits and how? Shareholders? Other stakeholders, including customers? Employees? Why does this not happen more often? Surely businesses outgrow...
Q1 in any business is the toughest for generating revenue and Oracle is no exception. In its Q1 earnings call it admitted missing by about $70 million on a $9.2 billion nut: small but consequential. No need to run for the smelling salts though, Oracle has been here before and it's got this. It shoul...
If you're one of the geniuses who advised selling Oracle shares ahead of this week's earnings call, you might want to recheck your calculations. On your slide rule. The headline on Oracle's statement is all you need to begin the self-recriminations: "Q4 FY19 GAAP EPS UP 36% TO $1.07 and NON-GAAP EPS...
NetSuite announced results of its sponsored study at this week's National Retail Federation show in New York, shedding light on technology adoption in a retail setting. The study suggests that merchants are not doing what customers would want and that they have a misguided perception of the situatio...
I've been writing a forecast column every year at least since W was president. Nothing's wrong with that, lots of people do. However, I often find that my forecast is more of a wish list than a true prognostication, so this time I'll dispense with the fiction of analytical rigor and just say what I ...
As of this writing, I haven't been prebriefed on what Oracle will be announcing at OpenWorld regarding CRM -- or as it refers to it, "CX" -- so this is a good time to express my own opinions. Oracle's direction in the last few years increasingly has been toward cloud computing and the autonomous dat...
With less than a week to go, Dreamforce continues to bear down on the world like a hurricane slowly approaching from across the ocean -- in a good way, if that makes any sense. Salesforce has pumped new products into the market that will serve as the focus of at least part of the discussion in San F...
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