Welcome!

Microservices Expo Authors: Dana Gardner, Elizabeth White, Ruxit Blog, Liz McMillan, Christopher Keene

Related Topics: @CloudExpo, Java IoT, Linux Containers, Containers Expo Blog, Recurring Revenue

@CloudExpo: Blog Post

Where Is Oracle Headed in the Cloud?

Will Oracle Continue Its Dominance in a Cloud Dominated Industry?

Oracle has sounded extremely optimistic about their future; one that is going to be dominated by the cloud. The company has reported cloud revenue growth of anywhere between 35% and 50% over the past few quarterly financial reports. Safra Catz, the Chief Financial Officer at Oracle is noted to have said that her company is focused at increasing market share on the cloud at this point “unlike all those cloud companies” like SalesForce that are focusing on profits.

So is the company seeing a paradigm shift in their revenue pie? Not really. Despite the buzz about Oracle’s focus being on the cloud, this segment only contributes to 3% of the overall revenues at the moment. According to a report by Cowen analyst Peter Goldmacher, the organic cloud growth at Oracle in the second quarter is not expected to have been more than 6%.

What this implies, is that a huge contribution to the Oracle cloud revenues come from its acquisitions over the past few years. It cost Oracle close to $5.5 billion to acquire RightNow, Taleo, Eloqua and Responsys. These businesses, according to Goldmacher, are now growing in single digits which means that by the same time next year, Oracle might not really be in a position to tout its massive cloud growth numbers. Unless they make another big ticket acquisition, that is.

However, that may not be the only ticket to a bigger pie in the cloud. In a study published last month, market research firm Gartner has claimed that traditional ERP systems could be relegated to the status of ‘legacy systems’ as early as 2016. The SaaS based ERP market itself is set to attain a share of 17% of the overall revenues by 2017, according to another report by Gartner. Besides, the latest versions of the Oracle’s JD Edwards World software come with web based clients. Given these metrics, it is very likely that a significant chunk of Oracle’s revenues from the traditional setup would migrate to the cloud over the next few years.

Herein lies the challenge and the opportunity. The opportunity is here because the world is moving towards the cloud. Cloud computing in general is geting commoditized and the overall market size could be much bigger than what the traditional ERP market has ever been. However, the challenge is from the smaller niche focused players like NetSuite and Plex that have already established themselves in the cloud ERP space. Will Oracle be preferred over these smaller players due to the brand? Or, will the size of the company weigh against Oracle when it comes to picking a service provider who can provide a more personalized value to the clients? This is a challenge that Oracle would be facing when cloud ERP goes mainstream.

Having said that, Oracle is still in a better shape given that its competence is in not just the software, but also in the hardware that goes into building cloud networks. The company is still one of the leading manufacturers of servers and networking products that are critical to building a sophisticated cloud business. Given that most of the smaller cloud players do not have the infrastructure to build their own hardware, Oracle is poised for growth in the cloud industry even without its software applications. Not only does this give Oracle the leverage to push for cloud growth, it also ensures that the company can have a more competitive pricing strategy since most of the hardware could be sourced from within the company.

More Stories By Harry Trott

Harry Trott is an IT consultant from Perth, WA. He is currently working on a long term project in Bangalore, India. Harry has over 7 years of work experience on cloud and networking based projects. He is also working on a SaaS based startup which is currently in stealth mode.

@MicroservicesExpo Stories
The burgeoning trends around DevOps are translating into new types of IT infrastructure that both developers and operators can take advantage of. The next BriefingsDirect Voice of the Customer thought leadership discussion focuses on the burgeoning trends around DevOps and how that’s translating into new types of IT infrastructure that both developers and operators can take advantage of.
With so much going on in this space you could be forgiven for thinking you were always working with yesterday’s technologies. So much change, so quickly. What do you do if you have to build a solution from the ground up that is expected to live in the field for at least 5-10 years? This is the challenge we faced when we looked to refresh our existing 10-year-old custom hardware stack to measure the fullness of trash cans and compactors.
The emerging Internet of Everything creates tremendous new opportunities for customer engagement and business model innovation. However, enterprises must overcome a number of critical challenges to bring these new solutions to market. In his session at @ThingsExpo, Michael Martin, CTO/CIO at nfrastructure, outlined these key challenges and recommended approaches for overcoming them to achieve speed and agility in the design, development and implementation of Internet of Everything solutions wi...
This digest provides an overview of good resources that are well worth reading. We’ll be updating this page as new content becomes available, so I suggest you bookmark it. Also, expect more digests to come on different topics that make all of our IT-hearts go boom!
SYS-CON Events announced today that Isomorphic Software will exhibit at DevOps Summit at 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Isomorphic Software provides the SmartClient HTML5/AJAX platform, the most advanced technology for building rich, cutting-edge enterprise web applications for desktop and mobile. SmartClient combines the productivity and performance of traditional desktop software with the simp...
Thomas Bitman of Gartner wrote a blog post last year about why OpenStack projects fail. In that article, he outlined three particular metrics which together cause 60% of OpenStack projects to fall short of expectations: Wrong people (31% of failures): a successful cloud needs commitment both from the operations team as well as from "anchor" tenants. Wrong processes (19% of failures): a successful cloud automates across silos in the software development lifecycle, not just within silos.
Node.js and io.js are increasingly being used to run JavaScript on the server side for many types of applications, such as websites, real-time messaging and controllers for small devices with limited resources. For DevOps it is crucial to monitor the whole application stack and Node.js is rapidly becoming an important part of the stack in many organizations. Sematext has historically had a strong support for monitoring big data applications such as Elastic (aka Elasticsearch), Cassandra, Solr, S...
SYS-CON Events announced today that 910Telecom will exhibit at the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Housed in the classic Denver Gas & Electric Building, 910 15th St., 910Telecom is a carrier-neutral telecom hotel located in the heart of Denver. Adjacent to CenturyLink, AT&T, and Denver Main, 910Telecom offers connectivity to all major carriers, Internet service providers, Internet backbones and ...
As the world moves toward more DevOps and Microservices, application deployment to the cloud ought to become a lot simpler. The Microservices architecture, which is the basis of many new age distributed systems such as OpenStack, NetFlix and so on, is at the heart of Cloud Foundry - a complete developer-oriented Platform as a Service (PaaS) that is IaaS agnostic and supports vCloud, OpenStack and AWS. Serverless computing is revolutionizing computing. In his session at 19th Cloud Expo, Raghav...
Monitoring of Docker environments is challenging. Why? Because each container typically runs a single process, has its own environment, utilizes virtual networks, or has various methods of managing storage. Traditional monitoring solutions take metrics from each server and applications they run. These servers and applications running on them are typically very static, with very long uptimes. Docker deployments are different: a set of containers may run many applications, all sharing the resource...
It's been a busy time for tech's ongoing infatuation with containers. Amazon just announced EC2 Container Registry to simply container management. The new Azure container service taps into Microsoft's partnership with Docker and Mesosphere. You know when there's a standard for containers on the table there's money on the table, too. Everyone is talking containers because they reduce a ton of development-related challenges and make it much easier to move across production and testing environm...
DevOps at Cloud Expo, taking place Nov 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 19th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long dev...
The 19th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Digital Transformation, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportuni...
DevOps at Cloud Expo – being held November 1-3, 2016, at the Santa Clara Convention Center in Santa Clara, CA – announces that its Call for Papers is open. Born out of proven success in agile development, cloud computing, and process automation, DevOps is a macro trend you cannot afford to miss. From showcase success stories from early adopters and web-scale businesses, DevOps is expanding to organizations of all sizes, including the world's largest enterprises – and delivering real results. Am...

Modern organizations face great challenges as they embrace innovation and integrate new tools and services. They begin to mature and move away from the complacency of maintaining traditional technologies and systems that only solve individual, siloed problems and work “well enough.” In order to build...

The post Gearing up for Digital Transformation appeared first on Aug. 26, 2016 01:30 PM EDT  Reads: 1,463

Using new techniques of information modeling, indexing, and processing, new cloud-based systems can support cloud-based workloads previously not possible for high-throughput insurance, banking, and case-based applications. In his session at 18th Cloud Expo, John Newton, CTO, Founder and Chairman of Alfresco, described how to scale cloud-based content management repositories to store, manage, and retrieve billions of documents and related information with fast and linear scalability. He addres...
Cloud Expo 2016 New York at the Javits Center New York was characterized by increased attendance and a new focus on operations. These were both encouraging signs for all involved in Cloud Computing and all that it touches. As Conference Chair, I work with the Cloud Expo team to structure three keynotes, numerous general sessions, and more than 150 breakout sessions along 10 tracks. Our job is to balance the state of enterprise IT today with the trends that will be commonplace tomorrow. Mobile...
The following fictional case study is a composite of actual horror stories I’ve heard over the years. Unfortunately, this scenario often occurs when in-house integration teams take on the complexities of DevOps and ALM integration with an enterprise service bus (ESB) or custom integration. It is written from the perspective of an enterprise architect tasked with leading an organization’s effort to adopt Agile to become more competitive. The company has turned to Scaled Agile Framework (SAFe) as ...
SYS-CON Events announced today that eCube Systems, a leading provider of middleware modernization, integration, and management solutions, will exhibit at @DevOpsSummit at 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. eCube Systems offers a family of middleware evolution products and services that maximize return on technology investment by leveraging existing technical equity to meet evolving business needs. ...
To leverage Continuous Delivery, enterprises must consider impacts that span functional silos, as well as applications that touch older, slower moving components. Managing the many dependencies can cause slowdowns. See how to achieve continuous delivery in the enterprise.