Oracle (ORCL) could leverage the strength of its seasonally strong fiscal fourth quarter when it posts its earnings after the market close Thursday. Analysts expect the database leader to post at least an in-line quarter, after missing estimates in the prior period. Oracle is scrambling to compete with several smaller, much-faster-growing rivals such as Workday (WDAY) and Tableau Software (DATA) in offering cloud-based HR and data analytics
Business software leaders Oracle and SAP face a number of fast-growing young rivals, but privately held Infor deserves a prominent place among the competition. While the two enterprise software leaders face companies such as Tableau Software (DATA), Salesforce.com (CRM) and Workday (WDAY), analysts say that Infor has emerged as another big rival. Though fairly low-profile, Infor has $3 billion in annual revenue and 70,000 customers worldwide,
Data analytics software maker Splunk late Thursday posted fiscal Q1 results that beat views, as did its Q2 revenue forecast. But its full-year revenue outlook was just light and the beat wasn’t enough to appease skittish investors. Splunk (SPLK) stock tumbled 9% after hours, after it posted results for the quarter ended April 30. High-growth enterprise software companies ServiceNow (NOW) and Tableau Software (DATA) also saw their stocks fall after