Oracle Among Apps Top 500

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Oracle Strengths, Domain Expertise, and Key Differentiators

Oracle Autonomous Database, which is being touted as the next-generation database technologies with minimum amount of tuning, patching and intervention involving database administrators, is another product ideally suited for the new era of social distancing and remote working. Ellison said the revamped Exadata [email protected] plan now allows its on-premise customers to deploy Oracle Autonomous Database in their own datacenter, making the new database more readily available to its vast installed base that exceeds 250,000.

In one of our recent surveys of more than 350 implementations of Oracle Autonomous Database in Western Europe and the US, our research shows 75 have already gone live in the first five months of 2020, compared with 140 for the full year of 2019, suggesting that despite the pandemic there is still healthy appetite for and considerable need to activate new technologies – especially those that can help tackle essential tasks like transaction processing, data warehousing and other regular database workloads.

Then, there is the surging demand for Oracle Cloud Infrastructure, which has signed up a number of popular cloud services like Zoom and 8×8, online video conferencing applications that have seen skyrocketing usage because of the shelter in place restrictions that force many employees to work from home. At the product level, Oracle extended free offerings and services to its customers in such areas as Workforce Health and Safety, Employee Care, Scenario Planning as part of what we refer to Enterprise Essentials applications designed to bolster recovery efforts of pandemic-ravaged organizations. The sale was true in areas such as Food and Beverage, where Oracle offered free assetments of restaurants (form chains, to independents) to help them navigate the pandemic and quickly hook up new services such as onlien ordering and delivery. The vendor is also opening up the Oracle Analytics Cloud to a range of Oracle Cloud applications from Fusion ERP to Fusion HCM, in addition to other third-party cloud software data sources, thusly generating more useful dashboards and insights for millions of users. In some of these use cases, Oracle Analytics Cloud, along with these apps, can cut lead time by two-thirds for functions such as contingent hiring during the pandemic or reducing 18 to two hours when running ETL tasks.

In FY20, Oracle also shored up its CX applications by improving their performance with the use of Oracle Autonomous Database, the new Oracle Redwood interface, as well as the Oracle Cloud Infrastructure. Oracle also acquired Crowdtwist for its customer loyalty applications last October, in addition to strengthening the CX ecosystem by partnering with Google and Zilliant, which will integrate CX Service and CX CPQ into their messaging and pricing products, respectively. The majorirty of

The same commitment to delivering ease of integration is also evident in Oracle Hospitality, the former MICROS operations, which aims to provide a complete set of REST APIs unified in a single platform for its partners that will have access 3,000 API capabilities in order to introduce a range of touchless, social distancing and self-service options for hotels, quick service restaurants and other guest-driven venues, all of which are adapting to a new operating model in the post-pandemic world. Like CX, Oracle's Industries solutions, spanning nine industries (Communications Applications and Networks, Hospitality, Retail, Food and Beverage, Financial Services, Construction and Engineeting, Heath Sciences and Utilities) also fortified their performance and security by moving to Oracle Cloud Infrastructure.

Regardless of the severity of the downturn, Oracle is bracing for transformative changes in its current fiscal year. According to our analysis, after issuing $20-billion worth of corporate notes in late March, Oracle now holds $37 billion in cash, the second largest sum as a percentage of revenue among its key competitors, right behind Microsoft, as shown in the following table.

Oracle Recent Developments

Oracle Autonomous Database, which is being touted as the next-generation database technologies with minimum amount of tuning, patching and intervention involving database administrators, is another product ideally suited for the new era of social distancing and remote working. Ellison said the revamped Exadata [email protected] plan now allows its on-premise customers to deploy Oracle Autonomous Database in their own datacenter, making the new database more readily available to its vast installed base that exceeds 250,000.

In one of our recent surveys of more than 350 implementations of Oracle Autonomous Database in Western Europe and the US, our research shows 75 have already gone live in the first five months of 2020, compared with 140 for the full year of 2019, suggesting that despite the pandemic there is still healthy appetite for and considerable need to activate new technologies – especially those that can help tackle essential tasks like transaction processing, data warehousing and other regular database workloads.

Then, there is the surging demand for Oracle Cloud Infrastructure, which has signed up a number of popular cloud services like Zoom and 8×8, online video conferencing applications that have seen skyrocketing usage because of the shelter in place restrictions that force many employees to work from home. At the product level, Oracle extended free offerings to its customers in such areas as Workforce Health and Safety, Employee Care, Scenario Planning as part of what we refer to Enterprise Essentials applications designed to bolster recovery efforts of pandemic-ravaged organizations. The vendor is also opening up the Oracle Analytics Cloud to a range of Oracle Cloud applications from Fusion ERP to Fusion HCM, in addition to other third-party cloud software data sources, thusly generating more useful dashboards and insights for millions of users. In some of these use cases, Oracle Analytics Cloud, along with these apps, can cut lead time by two-thirds for functions such as contingent hiring during the pandemic or reducing 18 to two hours when running ETL tasks.

In FY20, Oracle also shored up its CX applications by improving their performance with the use of Oracle Autonomous Database, the new Oracle Redwood interface, as well as the Oracle Cloud Infrastructure. Oracle also acquired Crowdtwist for its customer loyalty applications last October, in addition to strengthening the CX ecosystem by partnering with Google and Zilliant, which will integrate CX Service and CX CPQ into their messaging and pricing products, respectively.

The same commitment to delivering ease of integration is also evident in Oracle Hospitality, the former Micros operations, which aims to provide a complete set of REST APIs unified in a single platform for its partners that will have access 3,000 API capabilities in order to introduce a range of touchless, social distancing and self-service options for hotels, quick service restaurants and other guest-driven venues, all of which are adapting to a new operating model in the post-pandemic world.

Regardless of the severity of the downturn, Oracle is bracing for transformative changes in its current fiscal year. According to our analysis, after issuing $20-billion worth of corporate notes in late March, Oracle now holds $37 billion in cash, the second largest sum as a percentage of revenue among its key competitors, right behind Microsoft, as shown in the following table.

Oracle Mergers and Acquisitions (M&A) Activities

Oracle has emerged as a minority investor in TikTok Global under a multi-party agreement whereby Oracle Cloud Infrastructure will power the hugely popular video sharing platform with over 800 million monthly active users. TikTok parent Bytedance announced that the deal would entail selling a 20% stake of TikTok in a pre-IPO financing round to Oracle and Walmart with the software vendor picking up 12.5% and the No. 1 retailer the remaining 7.5%. Bytedance’s current investors including General Atlantic, KKR, Sequoia, SIG, and Softbank are expected to hold an estimated 33% of TikTok, leaving Bytedance founders and their Chinese backers with about 47% of TikTok. Other recent acquired businesses include: DataFox for Artificial intelligence, Grapeshot for Contextual Intelligence, Iridize for employee training and onboarding, Vocado for Student Information Systems, Talari Networks for SDWAN, goBalto for Health Services Automation, Aconex for construction project management and CrowdTwist for customer loyalty solutions.

Oracle Customers in ARTW Customer Database

Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying Oracle applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of Oracle and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Oracle ERP Cloud, Oracle Analytics Cloud, Oracle CX Cloud, Oracle Data Cloud, Oracle EPM Cloud, Oracle ERP Cloud, Oracle HCM Cloud, Oracle Hospitality Cloud Solutions, Oracle PPM Cloud, Oracle SCM Cloud, Oracle Social Cloud, Oracle Utilities Cloud, Oracle Utilities Opower Cloud, Textura Cloud Solutions, NetSuite ERP, NetSuite HCM, NetSuite OneWorld, NetSuite PSA, NetSuite SCM, NetSuite SuiteCommerce, along with scores of industry solutions for banking, life sciences, utilities, and other verticals. customers.

Oracle Key Enterprise and Cloud Applications

Oracle ERP Cloud, Oracle Analytics Cloud, Oracle CX Cloud, Oracle Data Cloud, Oracle EPM Cloud, Oracle ERP Cloud, Oracle HCM Cloud, Oracle Hospitality Cloud Solutions, Oracle PPM Cloud, Oracle SCM Cloud, Oracle Social Cloud, Oracle Utilities Cloud, Oracle Utilities Opower Cloud, Textura Cloud Solutions, NetSuite ERP, NetSuite HCM, NetSuite OneWorld, NetSuite PSA, NetSuite SCM, NetSuite SuiteCommerce, along with scores of industry solutions for banking, life sciences, utilities, and other verticals.

Oracle Revenues, $M:

Type/Year 2018 2019 YoY Growth, %
Total Revenues, $M Subscribe Subscribe Subscribe
Enterprise Applications Revenues, $M Subscribe Subscribe Subscribe
Cloud Applications Revenues, $M Subscribe Subscribe Subscribe

* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.

Oracle Revenue Breakdown By Type, $M:

Type License Services Hardware Support & Maintenance SaaS
% of Total Revenues Subscribe Subscribe Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe

Oracle Revenues By Region, $M

Region % of Total Revenues 2019 Total Revenues, $M 2019 Enterprise Applications Revenues, $M 2019 Cloud Applications Revenues, $M
Americas Subscribe Subscribe Subscribe Subscribe
EMEA Subscribe Subscribe Subscribe Subscribe
APAC Subscribe Subscribe Subscribe Subscribe
Total Subscribe Subscribe Subscribe Subscribe

Oracle Direct vs Indirect sales

Region Direct Sales Indirect Sales Total
Type % Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe

Oracle Customers - Breakdown by Geo, Size, Vertical and Product

List of Verified Oracle Customers


No. of Oracle Customers: 430000

No. of Oracle Enterprise Applications Customers: 430000

No. of Oracle Cloud Customers: 30000

No. of Oracle Cloud Subscribers: 45 million


Larry Ellison, CTO and co-founder of Oracle, said the number of Fusion ERP and NetSuite customers has exceeded 29,100, up 8% from 27,000 in its 3QFY20, with many of them choosing both Fusion ERP and Fusion HCM in order to achieve enhanced visibility into their financial management and HR operations, an attribute that is becoming more vital than ever as companies aim to better position themselves during the downturn. If the momentum continues, our projection shows that Oracle could exceed $8 billion in Cloud applications subscription revenues for 2020, up from $6.6 billion in 2019, potentially securing the No. 3 position to close in on Microsoft and Salesforce.

On the HCM side, Oracle has about 3,000 customers for its Cloud HCM applications primarily for Core HR. It also sells to thousands of customers for its talent acquisition product. Our estimate is that Oracle has about 8,000 Oracle CX Cloud customers, including 3,500 that it picked up from acquisitions of Eloqua (1,000), Responsys (500), RightNow (2,000) and a string of smaller ones like Bluekai, Vitrue and Grapeshot since 2012. There are another 2,700 customers that have purchased Oracle SCM Cloud including 1,000 live. In total, Oracle has secured more than 20,000 Cloud apps customers including many that have purchased multiple products. Additionally, NetSuite continues to thrive with a base of more than 18,000 Cloud ERP customers primarily in the midmarket.

Other tucked-in acquisitions included BlueKai for marketing data management with 200 customers, LiveLook for customer service and support with 500 customers, TOA Technologies for field service automation with about 100 customers, and Datalogix for Data As A Service with 650 customers.

On the on-premise side, Oracle has more than 25,000 customers using such products as E-Business Suite, JD Edwards, PeopleSoft and Siebel. That does not include its industry-specific solutions like Micros for retail and hospitality, iFlex for core banking and PhaseForward for life sciences.

Altogether Oracle has nearly half a million customers worldwide.

Oracle Market Opportunities, M&A and Geo Expansions

Oracle is wasting no time to improve the look and feel of its Cloud applications by adding dozens of designers to its UX team while incorporating a diverse chorus of cultural perspectives into the new Oracle brand for the global audience.

More than a pretty look and feel, Oracle Redwood, its new UI strategy, is capable of supporting supply chain applications like recall management for healthcare supplies. The strategy underscores the new UI is enterprise-ready and mission-critical.

Another major enhancement comes in the form of its Oracle Digital Assistant, which relies on artificial intelligence and machine learning algorithms to automate a slew of business processes from filing expense reports or looking up salary information, all of which can be done autonomously in the background without requiring downloads of a separate app.

For its core Cloud ERP applications, Oracle is adding such capabilities as Student Financial Planning for higher education customers, a product that it picked up from its recent acquisition of Vocado.

Additionally, Oracle is beefing up solutions for other verticals such as joint venture management for oil and gas companies as well as IoT monetizing and subscription management apps for the emerging subscription-based economy.

Taking a cue from its NetSuite division, which recently started offering Lease Accounting applications, Oracle will follow by taking such compliance applications to the broader market as it helps companies address rules like ASC842, GASB87 and other IFRS reporting requirements.

Lastly, Oracle is expanding its applications strategy to cover more freemium services like e-procurement. During its OpenWorld event, SCM Cloud chief Rick Jewell unveiled Oracle Business Network for B2B procurement users and trading partners for free in bid to dethrone fee-based SAP Ariba Network.

Oracle Risks and Challenges

By becoming TikTok’s trusted technology provider, Oracle Cloud Infrastructure will be instrumental in continuing TikTok’s explosive growth, perhaps eclipsing Alibaba, Facebook, Tencent, and Youtube. Since January 2018, the number of TikTok’s monthly active users has soared from 50 million to more than 800 million, including over 100 million in the United States.

Despite that, Oracle is keenly aware of the risks associated with investing in TikTok because of the fickle nature of the social networks, all of which derive the bulk of their revenues from advertising. Additionally, Oracle chose to align itself with the direction of the Trump administration in a volatile election year buffeted by the global pandemic on top of a protracted economic downturn.

Oracle also realizes the upside potential may outweigh the risks, while providing it with the much-needed stimulus to ease shareholder pressures. In a recent SEC filing, Oracle’s board of directors issued the operational goals of achieving $20 billion in total annual cloud revenues including $10 billion in Cloud apps and $10 billion in PaaS and IaaS offerings, or about twice its current run-rate based on our annual survey of 3,000+ Cloud vendors.

Both Amazon Web Services and Microsoft are comfortably above the $20 billion mark with the former reaching $35 billion in Cloud revenues in 2019 and the latter posting $52 billion in its Commercial Cloud operations including Azure, Office 365, Dynamics 365, LinkedIn and others in its fiscal 2020. That leaves Oracle with no choice but to hunker down and accelerate its Cloud business. Now TikTok is expected to become one of the key enablers to help bridge the gap.

Oracle Ecosystem, Partners, Resellers and SI

For FY20, Oracle’s other bright spots included Oracle Japan, which posted a 4% rise for the year to reach nearly $2 billion in total revenues, an uninterrupted growth streak since 2015. Additionally, Oracle Financial Services Software (OFSS), the formerly iFlex division, was able to sign $23 million worth of Core Banking applications license revenues for the quarter ended March 31, 2020, undeterred by any disruption stemming from the pandemic. The 28% jump in license revenues fueled OFSS’ total revenues by 4% to $169 million for the quarter.

Much of its ecosystem expansion lies in developers and startups that Oracle plans to sign up to help sell the Oracle Cloud Infrastructure. After building out its marketplace on OCI, the vendor has attracted many ISVs that are listing their applications that are immediately accessible to customers under universal credit model pricing – meaning that they can run these products on a pay as you go basis.

In many cases, these customers can use universal cloud credit from Oracle to defray the costs of running these applications. ShieldIO, for example, is one of these fast-growing startups that can take Oracle Autonomous Database to the next level with Homomorphic Encryption, using NetBeans and Java, all running on OCI.

Another way for Oracle to scale out its ecosystem is through Oracle Cloud free tier that developers can do development and testing work with an autonomous database, compute, storage, load balancing and monitoring, all on OCI under free tier service plan for an unlimited time.

Across its ecosystem, the number of Oracle partners has been rising steadily – now nearing 30,000 mark, compared with 25,000 a few years earlier. Much of the increase was attributed to increased use of Value Added Distributors like Avnet and Arrow that carry both hardware and software products. These VADs can support more resellers than what Oracle or Sun was able to fulfill their needs in the past.

Since 2012 Oracle has successfully upgraded its partners through more rigorous certification programs in 60 specialization areas for its hardware and software products. Hundreds of these specialized partners have been added covering tens of thousands of new Oracle Partner Network product specialists. The majority of Oracle's Cloud Solution Partners have been coming from firms like Accenture and Indian systems integrators. These partners also include Managed Service Providers that offer Cloud hosting support to ISVs. Overall speaking, channel contributions to Oracle's revenues have improved considerably as the vendor aims to drive more indirect sales in markets where it has a limited presence.

Oracle Cloud Infrastructure Insights

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Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.


Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).


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