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Oracle Vs. SAP: Like King Kong Vs. Godzilla, the ERP Battle Rages On

CEO Christian Klein said last week SAP’s cloud ERP revenue has an annualized revenue run rate of about $6 billion, which would make its cloud ERP revenue about 50% larger than Oracle’s cloud ERP business. In my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6. That big lead for SAP would take on particular significance as Oracle founder Larry Ellison has been hammering SAP in public comments recently and has...

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SAP Raises Stakes on Salesforce, Google, Oracle with Huge Bet on Industry Networks

Ten months after launching its Industry Cloud, SAP has dramatically ratcheted up its vertical-market vision by launching an “industry network” that will create open “data ecosystems” targeted at all stakeholders along the industry value chain. The move comes as Salesforce is expected to disclose its own industry-wide approach, and it’s highly likely that Google Cloud, Oracle, Microsoft and other major players in the...