Tag Archives: sap

Oracle Resurgence Might Be Coming, But Likely Not Yet

Investors will have to wait a little longer for any revenue resurgence from Oracle (ORCL). That’s the assessment from analysts ahead of the business software giant’s fiscal second-quarter earnings report after the market close Wednesday. Oracle is the longtime database leader and vies with SAP (SAP) for the No. 1 position in business application software, but its growth has stalled as it struggles to adapt to the fast-growing cloud-computing era.

Technology Giants May Claim Growing Big Data Market

Some of tech’s biggest giants might ultimately claim the largest share of the emerging multibillion-dollar Big Data market, though they are playing catch-up. Oracle (ORCL), SAP (SAP) and Hewlett-Packard (HPQ) are scrambling to tackle Big Data and compete with nimble newcomers such as Splunk (SPLK) and Tableau Software (DATA). Big Data in general describes the large volume of data companies are accumulating from multiple sources in the digital age,

SAP ‘Credible Cloud Strategy’ Earns It An Upgrade

Enterprise software vendor SAP (SAP) finally has a “credible cloud strategy,” says Barclays analyst Raimo Lenschow, who on Friday upgraded the stock to overweight, or buy, from equal weight. “In our view, SAP is beginning to deliver on its strategy to become a cloud vendor and connect its legacy on-premise apps to new app development in the cloud,” Lenschow said in a research note. “This transition is not without risk and the next 18 months is