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Earnings ambiguities leave room for assumptions around struggling cloud performance

Oracle’s (NYSE:ORCL) F4Q18/C2Q18 earnings release brought less transparency through the aggregation of SaaS, PaaS and IaaS, and license support revenues into a single revenue item, under the guise of BYOL success and to more accurately attribute BYOL-related support to measured cloud success. However, the reorganization brings no additional insight into BYOL-related suc … Read more »

Kelsey Mason

SAP (NYSE: SAP) has always put ERP at the center of its portfolio diagrams, coining it the “digital core” upon the launch of SAP Business Suite for SAP HANA (S/4HANA) in 2014. All other applications orbited around S/4HANA, seemingly less important. However, the modern enterprise is increasingly being driven by the customer. For companies that buy into this way of doing business, putting internal-facing business processes ahead of customer engagement seems counterintuitiv … Read more »