Showing posts with label Larry Ellison. Show all posts
Showing posts with label Larry Ellison. Show all posts

SAP wins but did Oracle even bid?

Steve Brooks
Enterprise Times











Lloyds Register begins new dawn with SAP cloud ERP software



Lloyds Register has selected SAP SE to deliver a cloud based ERP and business management solution. This is a huge win for SAP as Lloyds Register has traditionally been an Oracle customer, even presenting last year at Oracle Openworld 2014 about a mobile application they had developed.

On Sunday (10/25) Larry Ellison, CTO and Executive Chairman of the Board at Oracle made his opening keynote at the event and was dismissive of SAP as he stated: “We now compete with Salesforce.com and a new company called Workday in applications, those are the companies that we see most frequently when we sell applications in the marketplace. We virtually never ever see SAP, this is a stunning change. The largest application provider in the world is SAP, but we never see them in the cloud, and we sell a lot of applications in the cloud.”

This latest announcement by SAP questions not only the above statement but also one wonders what the Oracle sales team have been doing. Large cloud wins by Oracle and SAP have been, unlike Workday who seem to be gaining customers at both their expense, quite often.


What are Lloyds Register doing?


In the past companies announce wins that seem trivial once the actual detail is understood. While there is no revelation about the value of the deal itself and for how long it will be, there are several pertinent facts that are relevant.

Lloyds Register is not a small company. It has £1 billion turnover with 9,000 employees operating in 78 markets supporting more than 60,000 clients. Those markets are rapidly changing, each becoming digital at a different rate of change. To meet this challenge Lloyds Register has embarked on a major transformation program. They decided to look for a solution that would be part of that program and enable the changes required to the company’s finance, project management, project resourcing and human resources processes.

After an “extensive review of cloud technology vendors”, one assumes that this included Oracle, Workday, SAP and Netsuite but the actual names of the vendors were withheld, Lloyds chose SAP, as Andrew Punter, transformation director, Lloyd’s Register commented in the release:

“We are 255 years old, but standing still is just not an option. Today, businesses like Lloyd’s Register are global, we need the most modern, mobile, easy and user-friendly solutions possible to ensure we provide the right people with the right tools to make their jobs easier.

“SAP Business ByDesign and SuccessFactors can remove complexity and allow our team to focus on business innovation, not process.”

This will not be a small project, with a two year implementation plan one wonders exactly how much cloud revenues that SAP will be able to book during that two year period either.

The solution chosen, will be delivered using Software as a Service (SaaS) via SAP Business ByDesign and SuccessFactors on the SAP HANA platform. It will support the multi-language and multi-currency requirements that Lloyds Register has. More importantly Lloyds Register will be moving to a shared service operating model and this new solution will enable that.

It will be interesting how quickly the solution comes online as Lloyds Register are committing to a continuous release cycle for the solution updates. For SAP this is an important win though as Cormac Watters, Managing Director UK and Ireland at SAP commented: “Lloyd’s Register has a tremendous heritage of innovation which is why we’re so pleased to be collaborating with them on this major strategic initiative. We look forward to helping them transform the way they work and simplify their business processes.”

The SAP win is not just a blow to Oracle but as Lloyds Register were looking for new tools to support their full HR lifecycle, from “hiring to retiring” it will also be a loss to Workday. That SAP has won what appears to be an HCM centric opportunity will be a blow and one that SAP will hope to leverage in the future.


Conclusion

Whether Ellison, or his speech writers should have modified their tone a little in the keynote is worthy of note. The timing of this announcement by SAP seems rather opportune though, but despite that this it is a big win for SAP, SAP HANA and its cloud solutions. Lloyds Register has global brand recognition and SAP will no doubt hope to leverage that in the same way that Oracle did last year. With a two year implementation one hopes that the project goes well for SAP and Lloyds Register as this is clearly a major project.

If Oracle never see SAP in cloud bids, perhaps they need to enter more bids themselves. Ellison’s comments do bring into question how much cloud business they are actually going after. Perhaps this is one reason why they opened up their partner channel to all comers in another announcement at Openworld.




This article originally appeared in the Enterprise Times and is republished here by the permission of its author.


Monday Highlights 10/25: Will mobile net strategy built on Comcast Wifi hotspots work?; Ellison takes on everyone at Oracle Open World








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Comcast's Weapon to Take on Wireless Giants: Wi-Fi Hotspots (Bloomberg)

Comcast Board OKs Plan to Streamline Stock Structure (Variety)


Oracle Open World 2015 – Larry Ellison’s first keynote, a mass of unintended contradiction (Diginomica)

Oracle's Ellison Says Cloud Industry Still in Early Days (Bloomberg)

Oracle CEO Mark Hurd's OpenWorld Keynote: Highlights and Analysis (Constellation Research)

Salesforce — not a VC firm — is now the top investor in one of the hottest tech industries (Business Insider)


IBM Announces Six New Watson Ecosystem Partners Building Cognitive Applications (IBM)

IBM: Modernize your business or risk being Uber-ized (Fortune)
Urban Outfitters app one of those featured.


Hoopla launches digital signage solution for employee engagement (Digital Signage Today)





Links 9/25/2013: Ellison skips out on own keynote for America's Cup race, but in the end Team Oracle USA wins out






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City office that lobbies for jobs defends record (Philadelphia Inquirer)

Pennsylvania state Treasurer Rob McCord tweaks Gov. Tom Corbett in announcing run for governor (Allentown Morning Call)

Ascensus Enters into Agreement to Acquire 529 Plan Administration Business from Sallie Mae (Business Wire)
Ascensus is based in Dresher.



EBay Partners With Mercent to Improve Google Results (Wall Street Journal: Digits)

eBay Enterprise Unveils New Suite of Commerce Technologies to Enable Retailers and Brands to Win With Today's Omnichannel Consumer (Business Wire)
Formerly GSI Commerce, Ebay Enterprise laid out new strategy and tools at its annual Client Summit yesterday in New York.

QlikTech Unveils Roadmap to Next Generation Business Discovery Platform to Replace Traditional Business Intelligence (Business Wire)

Oracle OpenWorld attendees fume over Ellison keynote (PC World)
Perhaps justified by Team Oracle USA's remarkable comeback to win the America's Cup.


Oracle's cloud strategy: Does it trump Fusion? (ZDNet)


X1 Expands To 85% of Comcast's Footprint (Multichannel News)

John Malone Says Time Warner Cable Deal Still Makes Sense
(Bloomberg)

Can Intel Handle HBO, TBS? Time Warner’s Bewkes Has Doubts
(Variety)


Insurers Blame Tech for Clogging Health Exchange Implementation: PwC (Insurance & Technology)

T-Mobile CFO makes case for U.S. consolidation, Sprint deal (Reuters)











Links 8/28/2013: Unisys going on offense; Connectify featured in Bloomberg











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Workday’s Q2 shows continued controlled growth (Den Howlett/Diginomica)

Unisys going on offense in server and security markets
Forget firewalls. Set your endpoints to go dark.
(Computerworld)
In-depth interview with Unisys CEO Ed Coleman. Requires free registration and filling out one of those silly forms.

Marc Andreessen, Pat Gelsinger in verbal VMworld brawl (The Register)

Ellison to talk in-memory database, Oracle PaaS at OpenWorld
(Computerworld)

Blind Comcast exec developing a talking TV channel guide (Philadelphia Inquirer)

Comcast's Fandango ticket service buys Quantum promotion firm
(Reuters)

Comcast Tests EA-Powered Game Service for X1 Platform (Multichannel News)

Kickstarter Lures Startups Seeking Guinea Pigs Over Cash
(Bloomberg)
Article highlights Philly-based Connectify's use of Kickstarter.

SAS takes aim at SAP with in-memory analytics (IT World)

Will acquisitions pay off for Salesforce.com?
Commentary: Cloud-software firm’s stock should move on forecast
(MarketWatch)

Hammerer Aluminium Industries Extends SAP Investment with More Rapid Analysis in QlikView (Business Wire)

TicketLeap Launches New Mobile Box Office for iOS
(PR Newswire)





Bill McDermott posts first tweet





Tom Paine



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Bill McDermott, SAP's co-CEO (until next year when he is expected to become sole CEO), who
is based in Newtown Square, joined Twitter and posted his first tweet yesterday evening:



McDermott joins Oracle CEO Larry Ellison on Twitter, who posted one typically combative anti-SAP tweet in June and hasn't reappeared since:



Ellison attracted over 40,000 followers off that one tweet.

McDermott's first tweet was certainly less controversial than Ellison's and not as well
pre-publicized. His follower count is now at 394 and growing rapidly.


Daily Links 6/21/2013: Ernst & Young names Philly Entrepreneurs of the Year





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The Ernst & Young Entrepreneur Of The Year
2013 Greater Philadelphia award recipients
(E & Y Website)

Oracle's Ellison Spills Beans on Upcoming SAP HANA Competitor and Database 12c Plans (CIO.com)

Oracle’s Ellison Leaks New Alliances, Including With Microsoft
(Wall Street Journal: Digits)

Oracle Sales Miss Estimates in Cloud Shift; Dividend Doubled (Bloomberg)

Oracle in transition, just like SAP – only different (Dennis Howlett/Diginomica)

SAP Falls to 8-Month Low on Oracle Sales Miss: Frankfurt Mover (Bloomberg)

Oracle and Salesforce: a Data-Sharing Deal (New York Times: Bits)

Artisan: Functional tools for mobile apps (Philadelphia Daily News)

Startup office space provider (Benjamin's Desk) raises $150k, will expand (Philadelphia Businss Journal)

Comcast’s Big Data Perspective in Prep for NBC Streaming (Multichannel News)



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Daily Links 12/19/2012: Comcast reaches $100 billion market value; Google sells Motorola Home to Arris for $2.35 billion




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Google sells Motorola TV set-top business for $2.35 billion (Reuters)

Comcast Tops $100B Market Value for First Time (Bloomberg)

AT&T Wins FCC Permission to Buy Airwaves From Comcast
(Bloomberg)

Oracle "shutting out" Workday in Europe, Ellison claims (Information Age)
Of course, Workday has only a small presence in Europe at this point.

Oracle Q2 Results: Ellison Spins On Sun
CEO Larry Ellison talks up Oracle's Sun acquisition even as hardware sales slide 23%. Software sales rise.
(Information Week)

University City Science Center Announces First Digital Health Awards of QED Program
Two Life Sciences Projects Also Receive Awards
(Business Wire)

Evolve IP Forms Strategic Alliance With Semperon
Evolve IP acquires Semperon’s unified communications base and gains cloud computing partner
(Business Wire)

Talking Small Biz: He's been searching for rapid growth (Philadelphia Daily News)
On SEER Interactive's Wil Reynolds.


Scenes From the NJ Data Center Summit (Data Center Knowledge)




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Daily Links 10/1/2012: Workday sets IPO range; would value company at up to $3.85 billion



Workday sets IPO terms valuing company at up to $3.85 billion (Reuters via San Jose Mercury News)
Scheduled to be priced on October 11.

Oracle’s Ellison Says Server, Database to Challenge SAP (Bloomberg)

SAP to Reach 2015 Cloud Target Without More M&A, McDermott Says (Bloomberg)

SAP: Warm, Good Vibe About ‘Hana,’ Says Barclays (Barron's: Tech Trader
Daily)

Here's What Happened When We Got On The Phone With Ex-Yahoo CEO Scott Thompson (Silicon Alley Insider)

How a rogue appeals court wrecked the patent system
Federal Circuit Appeals Court marks 30 years of spreading the "patent gospel."

(Timothy B. Lee/Ars Technica)
Timothy B. Lee is a Philadelphia-based writer on tech policy issues.

Did Lockheed Martin Just Win Virginia for Obama? (The Atlantic Wire)
A bit of an overstatement, I'm sure. But its worth noting that Lockheed is the eighth
largest employer in the Philly area with 9200 employees, according to the Philadelphia Business Journal.

Comcast SportsNet Houston to launch Monday (Houston Business Journal)

Comcast protests fiber firm's plan to piggyback on Ramsey County project (St. Paul Business Journal)

Value Of Early Fisker Stake Drops By Two-Thirds After New Money (Green Car Reports)

Devon IT Expands Offices In China and India Sparked by Growing Demand for Thin Clients and Virtualized Desktops in Asia Pacific Market (Business Wire)



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Daily Links 6/21/2012: Philly Fed Survey "Suggests Weaker Business Conditions"


Survey Suggests Weaker Business Conditions (Philly Fed)

Philly Fed factory gauge plunges in June (MarketWatch)

TC Mini Meetup Philly: The Recap (TechCrunch)

Ditch Your Hackathon, Have A Napkin Pitch Contest Like Today’s Uncubed Philadelphia Talent Fair (TechCrunch)

Philly publisher Bob Hall to staff: ‘We will probably experience another substantial loss this year’ (Poynter)
Advertising revenue down "in excess of 10%" so far this year.

First Round's Morgan on VC Investing, Strategy (Bloomberg via Washington Post)


Healthcare IT M&A 2011 (Healthcare Informatics)




Daily Links 6/8/2012: Comcast CFO tries to debunk NY Times story that its looking at BSkyB



Comcast Is Said to Be Mulling Bid for BSkyB (New York Times: MediaDecoder)
Michael J. Angelakis, Comcast’s vice chairman and chief financial office, commented: "This is complete rubbish". Based on what I'm reading, I don't think I would have run with this story so strongly, or at least headlined it that way. But, hey, I'm sure it will drive some hits on a slow Friday afternoon.

Has Oracle's Ellison finally stepped over the line? (Dennis Howlett/ZDNet Blogs)

Business Software IPOs Look to Reverse Market Woes (Reuters via PE Hub)





Daily Links 5/31/2012: Comcast gets it from both sides at shareholder meeting



Comcast CEO Hears Labor, MSNBC, Other Criticism at Annual Meeting (Hollywood Reporter)

Cable still beating telcos at the broadband game (Gigaom)

T-Mobile pits its math against Verizon’s; The loser? Common sense (Gigaom)

Ellison 'to tweet' announcement of new Oracle cloud-based products
(ZDNet Blogs)

Ellison Says Oracle Looked At Buddy Media Before Vitrue (Bloomberg)

Oracle CEO Larry Ellison: Dog Fight in the Cloud (All Things D)
Ellison on Léo Apotheker: "Then they brought in Leo. Then when we subpeonaed him, he went on the lam!
They sent him to Bolivia to talk to customers. And then they sent him to Mongolia to talk to customers, just beyond the reach of the federal subpoena. They should have left him in Mongolia, because when he got to California, it got bad."

The Ariba Fallout — How the SAP Procurement Partner and BPO Ecosystem Could be Shaken Up (Jason Busch/Enterprise Irregulars)


Two Years Ago, VC Said Change Was Due — He Was Right (PYMNTS)
Josh Kopelman was the VC.

Looks Like Pinterest, Takes On Evernote: Clipboard Launches Its Web Clipping Service To All (TechCrunch)
First Round Capital was a seed investor in Seattle-based Clipboard.

Philly Startup Leaders adds Gabe Weinberg, Josh Kopelman (Technically Philly)

Amazon to build warehouses in N.J., collect sales tax (Philadelphia Inquirer)

How We Founded myYearbook (Inc. via Yahoo)

Two Architects of Library Discovery Tools Launch an Altmetrics Venture (Library Journal)
On Philly area startup Plum Analytics.



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Daily Links 3/21/2012: Ellison says SAP "must be on drugs"


Oracle: Hardware business decelerates, cloud combat coming into view (ZDNet Blogs)

Oracle defies gravity, not out of the woods yet (Dennis Howlett/ZDNet Bloogs)

Ellison on SAP's database plan: "They must be on drugs" (Bloomberg via Times of India)

Verizon to the Cable Industry: Let’s Be Friends (Susan P. Crawford/Bloomberg)
Susan P. Crawford, a law professor and Bloomberg columnist, served as President Obama's Special Assistant for Science, Technology, and Innovation Policy.

Comcast, Verizon Say They’re Itching to Fight Google, Apple (Peter Kafka/All Things D)

Verizon, Comcast Clash With Opponents Over Cable Spectrum Deal (PC Magazine)

Global Deal: QVC Expands in China Through Joint Venture (Wall Street Journal: Deal Journal India)

The JOBS Act Can Rebalance Risks and Rewards for Emerging Growth Companies, Investors (Jon Callaghan, Jeff Clavier, Josh Kopelman and Jason Mendelson/PE Hub)

Boston's OpenView Venture Partners closes 3rd VC fund at $200M (Boston Business Journal)
OpenView made major investments last year in Philly area startups Monetate, NextDocs and Xtium.

Comcast, Liberty Global Lead $11M Round In Ad Startup Integrate
Company's Solution Designed to Track Ad Impressions Across Multiple Platforms
(Multichannel News)

Medidata Gains Raves on Wall Street for Drug Development Tools (Xconomy New York)
Article cites importance of Medidata's 2008 acquisition of Conshohocken-based Fast Track Systems.

CRF Health Announces Record Breaking Revenue and Earnings Growth in 2011 (Business Wire)



Daily Links 10/6/2011: Ellison unveils new cloud, trashes Salesforce.com

Ellison unveils new cloud, trashes Salesforce.com
The new service's open design is far superior to Salesforce.com's "roach motel," according to Ellison
(Computerworld)


Oracle Finally Gets Serious About Cloud, But It's IaaS, Not PaaS (ZDNet Blogs)

Oracle Blew Social Media, but SAP Probably No Better Says Jim Lundy
(Silicon Angle)

Oracle to Pay U.S. $199.5 Million to Settle Price Claims (Bloomberg)
They will probably be able to net this out against what they ultimately receive from SAP and come out about even. Not much money for them, but a big deal for whistle blowing ex-Oracle employee who gets $40 million of this settlement, which to me is absurd.

SAP Co-CEOs: World Has Lost A Visionary In Steve Jobs (Dow Jones Newswires)

From The Ashes Of Oracle's Hostile Takeover Of PeopleSoft, Workday Rose To Fight Back (Business Insider)


$60 home movie? Sure, but it's still in theaters (AP via Boston.com)

CTAM in NY: Comcast Eyes PlayStation, Wii, Roku And Connected TVs
MSO Plans to Roll Out 'Xcalibur' Next-Generation Guide and Service Broadly in 2012

(Multichannel News)

Comcast's Hess: EBIF has limited shelf life (Fierce Cable)

SCTE Creates IPv6 Working Group
Initial Members Include Comcast, Time Warner Cable, BHN, Arris, D-Link and Rogers
(Multichannel News)
The Society of Cable Telecommunications Engineers is based in Exton.

NitroSecurity Snapped Up by Intel’s McAfee Amid Escalating Cyber Threats (Xconomy Boston)
Massachusetts-based NitroSecurity's financial backers included NewSpring Ventures of Radnor.

Data security firm Wave Systems raises $11.1M (Mass High Tech)
Financing related to its recent acquisition of Safend.


Enterproid grabs $11M to separate business and personal on Android (VentureBeat)
Comcast Ventures one of the investors. Lots of demand for this, though like any good idea I'm sure there are others working on it.

PSL Fishbowl Recap – Here is what the community said (Philly Startup Leaders)



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