August 25, 2019 SAP Is Getting Sued by Teradata for Taking Away Your Choice – A Game of Monopoly?
Teradata’s legal action against SAP has serious potential ramifications on customer choice in the enterprise data analytics and warehousing (EDAW) space. SAP customers contemplating a move to HANA (or S/4HANA) may conclude their data is moving into an environment where SAP calls the shots.
July 18, 2019 Oracle’s Q4 FY19 Earnings May Shed Light on Cloud Strategy
Oracle just reported slightly better than expected Q4 FY19 results with revenues of $11.1B for the quarter and $39.5B for the year, up 3% in constant currency. A closer look at Oracle's change in the reporting of cloud revenues offers some clues about its longer-term cloud transition strategy.