Workday and Salesforce killed SAP and Oracle Apps
https://www.fool.com/investing/2019/03/01/after-another-strong-quarter-workday-now-c.aspx After Another Strong Quarter, Workday Now Claims 40% of the Fortune 500 as Customers
SAPs cloud is 💩💩💩 and Oracles doesn’t even exist. Why wouldn’t these companies come up and steal their lunch? Does oracle and SAP still think customers want expensive IT infrastructures and pay to have an internal IT? It’s stupid. Look at SAPs management, it’s the same mindset since 20 years ago. New age apps and companies want cloud and want new style of solutions. The workforce is also new, we have an incoming workforce that can’t handle being in the traditional SAP ECC system and run away from it like the plague.
Oracle does have a cloud offering, even if not the leader right now. While there's hype around cloud, real big bucks come from customers who are refusing to move to cloud. Don't write off SAP and Oracle yet. All it's gonna take is one good decision at the top.
Those days are over. Saying what you just said is a dying prospect. You think customers are going to trust expensive SAP and oracle solutions over Google, Amazon and MS Azure? Those companies they refuse to move to cloud will be few and far in between and will also be in the likes of GE. Does Tesla run SAP? They do not. One good decision at the top doesn’t mean shit when your 5-10 years behind infrastructure. I’ve been counted out SAP and SAP count oracle out when they moved into the DB space.
And Workday isn't even that good. Just goes to show how bad SAP and Oracle are.
I can’t like this comment enough. B2B software has been absolute SHIT!! And these guys are not helping themselves.
Rumors of Oracle’s death have been greatly exaggerated.
Companies that invested in Oracle will continue. New customers might have choice but no vender offers the breadth of ERP like Oracle.
Uhhh SAP? Oracle offers databases and SAP beats them in ERP
Does sap have a db yet?
It's very hard to move away from SAP. Too big of a change. Never underestimate staying power of software. All ACH transactions in US are still processed on IBM mainframes running COBOL software written in 70s.
Too shitty to change xd
Enterprise software is hard and Workday still has a lot of improvements to make but it is 100 times better than Oracle or SAP. This company barely existed 10 years ago and it now has 40% of Fortune 500 and half of Fortune 50. Imagine that. That does not look good for Oracle and SAP future.
Oracle believes companies can’t move away from them. Arrogance never helps. All the people I know in oracle advised me never to take a job with them. This might not reflect the sentiments of the entire work force but I feel the morale is lower year after year.
For sure shared that sentiment with Amazon. Now Amazon is investing heavily in AWS to move away from oracle.
I know it’s going to take more time than there companies initially estimated , but in the long run I am sure they will all move away .
10 years ago, we had a healthy growing apps business. But all of our development resources were redirected into a new project called Fusion Applications. Fusion has proven to be an utter failure for us. It doesn’t scale. It’s not multi-tenant. It’s built from the ground up with hopelessly obsolete technologies like jdeveloper and ADF. It’s riddled with bugs and security holes. Customers hate it. Our apps revenue has been stagnant for years now. We were told FA would accelerate our app growth, instead it killed it. Now all we can manage to do is tread water. If only we had used all that money and time to modernize our “legacy” apps. Too late now. We’re hopelessly behind our competition and will never catch up.
Oracle and SAP were overpriced dinosaurs. They shouldn't be alive.
Slowly but surely these guys are going to die and start attempting to acquire to be more and more relevant. SAP is doing it by buying cloud companies left and right and just spent 8B on a survey company. Over paying by 2x.
Yeah that survey company acquisition was some stupid shit