R "Ray" Wang
R "Ray" Wang
Quips: Oracle Open World 2014 - Day 1 The Larry Keynote #OOW14
Oracle Intends To Dominate Cloud From Silicon To Software
Amidst a packed standing room only crowd at Moscone North, Founder, Executive Chairman, and CTO, Larry Ellison took to the stage to clarify Oracle's company and cloud strategy. Key points from his keynote include how Oracle is:
- Committing to full upward compatibility of all its database, middleware, and apps onto the cloud. After jumping into the cloud a bit late (10 years by most counts), Oracle appears determined to win the complete stack from IaaS to SaaS. Larry noted that Oracle has a one button click upgrade process to the cloud for database. Multi-tenancy has surfaced as an important feature after years of arguing about comingling databases.
- Promising a one stop shop approach. Oracle intends to compete for the full stack from silicon to software and serve as the one -stop shop for the cloud. Oracle claims to be the only software company to open up the same platform used to develop its products to allow partners and customers to build on top of. New announcements on chips, storage, networking, security, and hardware show how Oracle is commoditizing technologies into the bigger RedStack. Oracle has no qualms going against Amazon on pricing, EMC on storage, and Cisco and HP on networking.
- Using deployment choice and security as a competitive differentiator. Larry made a commitment to be able to offer customers the ability to buy software on-premises, hosted, or in the cloud. Security is also now "job one" for all Oracle software as he thinks he can do it from the root source at the silicon level all the way to the last mile in software.
- Demonstrating market momentum. While Oracle was not the first ERP (NetSuite) in the cloud or the first EPM in the cloud (Host Analytics), Larry attempted to make the point that Oracle was gaining market share in all categories in the cloud. In classic Oracle marketing language, Larry noted that 19/20 of the major cloud vendors run on Oracle. The only exception was Workday. In any case, Oracle has moved from where they were two years ago in terms of market momentum to greater traction in the market with key wins at the high end of the Fortune 500. Constellation now sees them more in short lists than in the past.
Figure 1. The Flickr Stream From Oracle Open World 2014
Source: Copyright © 2001 -2014 R Wang and Insider Associates, LLC All rights reserved.
A Working Guide To Where To Go For The Mini Tents
- CX Mini Tent: Moscone West
- Engineered Systems Mini Tent: Intercontinental Hotel
- ERP Mini Tent: Westin Market Street
- HCM Mini Tent: Palace Hotel
- JavaOne Event: Hilton San Francisco
- MySQL Mini Tent: Parc 55 Hotel
- SCM Mini Tent: Westin Market Street
The Bottom Line: While Late To The Cloud, Oracle Is Doubling Down On R&D and Enablement
The Day 1 keynote with Larry Ellison shows that Oracle is still heavily investing in R&D to catch up in cloud enablement. Coming from behind in cloud adoption may not be a bad thing as existing cloud platforms are now over a decade old and cautious adopters and laggards are starting to embrace the cloud. Oracle has the R&D and tech know how to build a newer generation cloud platform. Moreover, the focus on owning the silicon to software stack, commoditizing the cost structure of technology, acquiring customer bases and technologies as needed, directly challenging competitors, and providing a one stop shop remain key pillars in Oracle's strategy.
The shift to the cloud is now top of mind for Oracle and competitors can expect fierce competition. Meanwhile, prospects, partners, and customers should look to Oracle as a provider that seeks to deliver a one -stop shop. Those that seek best of breed and avoid lock-in will cautiously consume Oracle piecemeal. In any case, Oracle will continue to be a short list option as they commoditize the marketplace. Why? Classic Oracle buyers expect simplification, a move to the cloud, and a preference to go w/ a one stop shop that drives down costs.
Dominate Digital Disruption
Join me at Constellation’s Connected Enterprise, an immersive innovation summit for senior business leaders. The theme of this year’s Connected Enterprise is Dominate Digital Disruption. Join 200+ other early adopters at Connected Enterprise to discover and share how digital business can realize brand promises, transform business models, increase revenues, reduce costs, and improve compliance.
This 3-day executive retreat includes mind expanding keynotes from visionaries, interactive best practices panels, deep 1:1 interviews with market makers, new technology demos, The Constellation SuperNova Awards Gala Dinner, a golf outing, and an immersive networking event.
Register before September 30 to take advantage of early bird pricing. Use code BBLG14 for VIP privileges throughout the event.
Your POV.
Ready for Oracle OpenWorld? What do you want to get out of this year's show? Add your comments to the blog or reach me via email: R (at) ConstellationR (dot) com or R (at) SoftwareInsider (dot) org.
- Developing your digital business strategy
- Building a Digital ARTISAN program
- Connecting with other pioneers
- Sharing best practices
- Vendor selection
- Implementation partner selection
- Providing contract negotiations and software licensing support
- Demystifying software licensing
Related Research:
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- Event Report: Day 1 At Oracle Open World 2013: The Quest For Innovation #oow13
- 20130629 News Analysis: Oracle’s Cloud Disruption Webinar Recording
- 20130625 News Analysis: Oracle’s Cloud Strategy – Revisionist History or Cloud Genius?
- 20121231 Market Maker 1:1: Steve Miranda, Oracle Fusion Applications Update – The Inside Story
- 20121001 Event Report: The Day 0 And Day 1 Tweet Stream From OOW12
- Monday’s Musings: Who Gets To Be A Chief Digital Officer?
- Monday’s Musings: The New Engagement Platform Drives The Shift From Transactions
- Monday’s Musings: Insights From GE’s Global Innovation Barometer Show Executives Need To Be Disruption Ready
- Tuesday’s Tip: Five Steps To Starting Your Digital Transformation Initiative
- Monday’s Musings: What Organizations Want From Mobile
- Research Summary: Economic Trends Exacerbate Digital Business Disruption And Digital Transformation (The Futurist Framework Part 3)
- Research Summary: Five Societal Shifts Showcase The Digital Divide Ahead (The Futurist Framework Part 2)
- Research Summary: Sneak Peaks From Constellation’s Futurist Framework And 2014 Outlook On Digital Disruption
- Research Report: Digital ARTISANs – The Seven Building Blocks Behind Building A Digital Business DNA
- Research Summary: Five Societal Shifts Showcase The Digital Divide Ahead (The Futurist Framework Part 2)
- Research Summary: Next Generation CIOs Aspire To Focus More On Innovation And The Chief Digital Officer Role
- Trends: [VIDEO] The Digital Business Disruption Ahead Preview – NASSCOM India Leadership Forum (#NASSCOM_ILF)
- Harvard Business Review: What a Big Data Business Model Looks Like
- Monday’s Musings: How The Five Consumer Tech Macro Pillars Influence Enterprise Software Innovation
- Tuesday’s Tip: Understand The Five Generation Of Digital Workers And Customers
- Monday’s Musings: The Chief Digital Officer In The Age Of Digital Business
- Slide Share: The CMO vs CIO – Pathways To Collaboration
- Event Report: CRM Evolution 2013 – Seven Trends In The Return To Digital Business And Customer Centricity
- Event Report: CRM Evolution 2012 #CRME12
- Trends: The Battle for CMO Mindshare
- Tuesday’s Tip: Why Context Matters – Forget Real-Time, Achieve Right-Time
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Copyright © 2001 -2014 R Wang and Insider Associates, LLC All rights reserved.
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