More Related Content Similar to Oracle OpenWorld - A quick take on all 22 press releases of Day #1 - #3 (20) More from Holger Mueller (20) Oracle OpenWorld - A quick take on all 22 press releases of Day #1 - #31. © 2010-2015 Constellation Research, Inc. All rights reserved.
Making Sense of the Oracle
Announcements
Crunching the Day #1 to Day #3 Press Releases
OCTOBER 2015
HOLGER MUELLER
PRINCIPAL ANALYST & VP
1#OOW15
2. © 2010-2015 Constellation Research, Inc. All rights reserved.
For Space Reasons… it is always:
Oracle lorem ipsum Cloud Service
2#OOW15
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What? MyPOV
3
Hardware – Security & SQL on chip
• Silicon Secured Memory
• Hardware assisted Encryption
• SQL in Silicon
• Delivers software in silicon
• Equals to Intel TXT
• SQL on Chip – where does it lead?
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What? MyPOV
4
OS – Solaris 11.3 complements M7
• The OS side of the M7 Memory
Security
• DevOps support
• Immutable Virtual Machines
• OpenStack Heat support
• Important security additions
• Lower TCO for operations
• Example of hardware and OS working
together
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What? MyPOV
5
Hardware – Customer Traction
• Customers
B&H Photo, ivv, Universiteit Hospitals
Leuven, BPC, Capitek
• ISVs
Jomasoft, MSC Software, SAS,
Siemens, Software AG
• Good traction on both customer and
ISV side – notable outside of US
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6
Database – More for enterprise
• Exadata Cloud Service
• RAC for DB & DB Exa Cloud Service
• DR with Active Data Guard in cloud
• Free DB Test Drive of DB in the cloud
• 3 DB Cloud Services now (+ Backup)
• Less excuses for not moving DB to cloud
• Exa Cloud Service shows Oracle not
afraid to cannibalize hardware
• Backup Service popular
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7
DB – Beta available for DB 12c R2
• Planned online movement of
pluggable DBs
• Better RAM Support
• Better Exa Analytics Support
• More features….
• Expanding on Multitenancy feature
• Adding, adding…
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8
Middleware – Java Multitenancy
• Multitenancy for Java Workloads
• Multi Datacenter Availability
• Java SE 8 and EE 7
• DevOps Support Docker, Maven et al
• Data Integration Hive, Spark, Pig etc
• Major release to WebLogic
• Multitenancy for Java is key innovation
• Push on all fronts, notable for DevOps
& Data Integration
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9
Cloud Platform – Services & Polyglot
• Support for Java, Javascript, Node
• Container Cloud, using Docker
• JAVA SE and Node Cloud Service
• PaaS = Developer Cloud Service
• Frameworks for Java & Javascript
• PaaS for Business users
• Important extension to JS and Node
• Docker, Docker….
• Oracle says PaaS
• Business User support with Builder
Cloud Service / Mobile Application
Accelerator
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What? MyPOV
10
Cloud Platform – IoT, Cloud, Mobile
• Oracle Cloud Platform for Integration:
• IoT
• Integration
• SOA
• API Manager Cloud
• Citizen Integrator
• A Cloud product for different tastes of
integration
• Key for extensibility
• Too many products?
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What? MyPOV
11
Cloud Platform – Customer Adoption
• 2500 organizations, 800 in Q1 FY 16
• Burger King Brazil – Oracle Java & DB
Cloud in 3 days
• Calix, DC Marketing, L&T Financial,
SuiteBox, Unisul
• Impressive Burger King Story, 5M in
penalties avoided
• Lacks the ISVs adoption…
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12
Cloud Platform – Partner Adoption
• IaaS and PaaS adoption
• Cloud Marketplace Adoption
• 70+ ISVs listed
• Good start for Oracle PaaS
• Will have to see for IaaS adoption
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13
IaaS & Cloud Platform - Adoption
• Accenture, Bitnami, Chef, CloudBolt,
(Infosys) EdgeVerve, LimePoint…
• …
• Early days, verdict still out
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14
IT Ops – Cloud Management Suite
• Application Performance Monitoring
(APM)
• Log Analytics
• IT Analytics
• Partner quotes
• Good to see admin tools coming along
• Personnel cost is key
• Good to see partner quotes – who is
live?
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15
Analytics / BigData – Visualization
• Data Visualization Cloud Service
• Automated Data Blending
• Storytelling
• Sharing
• IT free deployment - but quote from
Business Analyst from Skanska
• Traction 400 customers
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16
BigData – Cloud Platform has it
4 new Services:
• Big Data Prep
• GoldenGate
• BigData Discovery
• NoSQL Database
• Overdue market move by Oracle
• Will see what adoption it will have
• Expect good ecosystem – but how
about stand alone adoption?
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17
Apps – Global Adoption
Neutral global references across
• Customer Experience Cloud
• HCM Cloud
• ERP Cloud (Finance, Procurement,
PPM, EPM, GRC, and SCM)
• Good to see progress
• Better to have the real customers with
names!
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18
Apps – Marketing gets better
• Leveraging Maxymiser acquisition
• Better Datalogix integration – Profile
• Match Multiplier across online and
offline channels
• BU concept for Content Marketing
• Integration work of Datalogix and
Maxymiser
• No mature wow features – where is
customer adoption?
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19
Apps – ERP extended
• Financials – Cash Position & Forecast
• Procurement – Direct Materials
• Project Portfolio Mgmt – Dashboards
• SCM – Order Mgmt, Planning Central
• 1300 customers, 60 countries, 24
languages
• Oracle pushes ERP onwards
• Ahead of S/4HANA
• SCM is the major addition
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20
Apps – HCM moves onwards
• Digital Transformation and
Globalization as drivers
• Learning across Cloud products
• Recruiting
• Workforce Rewards
• Workforce Management
• Differentiation around ‘edges’
• Over 5000 customers
• Traction – but Recruiting lingers
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21
Apps – SCM for modern value chain
• Planning Central, Manufacturing and
Order Management Cloud
• Flow Support for:
Source to Settle / Ideas to
Commercialization / Order to Cash /
Plan to Product
• Good to see Manufacturing coming
along
• Massive Suite play – Procurement,
Inventory, Cost Mgmt, E-Commerce etc.
etc.
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What? MyPOV
22
Apps – What Partners say
Blue Coat, Box, Biztech (a Denovo
Company), DAZ Systems, Drivestream,
Hitachi Consulting, KPIT, RJT Solution
Beacon, Zensar Technology
• Good to see
• Weakest press release – only quotes
• Needs more details on partner program
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What? MyPOV
23
Partners – Cloud Marketplace
• Partner Apps:
Accusoft, ADP, AgilePoint, AMC Technology, Augment, Avaya, Avention, Blue Coat, Box, Braintree,
Citrix, Colabo, Configure One, Documill, Docusign, Dynamic Signal, FirstRain, Five9, GamEffective,
Ghostery, GrinMark, HireRight, idio, IKO System, Infosys, Interactive Intelligence, JetPay, Jitterbit,
Lattice Engines, Mintigo, MoNimbus, Response Wise, RingLead, Scout Exchange, SGC Software,
Smartsheet.com, Success Software, Tenfold, uStudio, VajraSoft, and Windsor Circle.
• Sis available:
Apex IT, Arclight Consulting, BizTech (a Denovo Company), Cognizant, Config
Consultants, DAZ Systems, Drivestream, Emtec, eVerge Group, Frontera Consulting,
HCL Technologies, Hitachi Consulting, Infosys, Infovity, KBACE Technologies, KPIT
Technologies, KPMG, L&T Infotech, RJT Solution Beacon, Serene (an AST Company),
Tata Consultancy Services, Velocity Technology Solutions, Version 1, Wipro, and Zensar
Technologies.
• Good to see a Marketplace
• Surprised by few number of solutions
• Early days
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What? MyPOV
24
Charity – Oracle to open High School
• 550 student / 30 teach high school
• Opens 2017 – Design Tech High School
(d.tech)
• Located on Redwood Shores campus
• Oracle donates $2.5B p.a. to
education
• Always good to see the charitable
moves
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