Image of a financial growth line pointing up, representing the SAP ERP dominance over Oracle

Mocked by Oracle, SAP Cloud ERP Revenue Jumps 46%; Backlog Up 60%

October 14, 2021
Amid resurgent growth for its overall cloud business, SAP’s S/4HANA revenue jumped 46% in Q3 and backlog soared 60% for the cloud ERP suite that archrival Oracle has trashed repeatedly. On my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6 as the longtime opponents battle for leadership in the booming
SAP exec speaks onstage about ERP and competition with Oracle

SAP Loses Ground to Oracle in Cloud ERP Despite S/4HANA Cloud Up 39%

July 23, 2021
While SAP is rightfully proud that its S/4HANA Cloud ERP business jumped 39% in Q2, Oracle’s competing product grew even faster at 46% for the quarter ended May 31. While the revenue figures involved here are currently not that large relative to some of the whopping numbers generated in more-mature categories for the Cloud Wars
Screenshot of a video of Julia White of SAP, talking about Modular Cloud ERP

SAP Buries the Past: Calls Out Legacy ERP, Welcomes Modular Cloud ERP

June 9, 2021
Boldly proclaiming that legacy ERP “has failed to satisfy the appetite for real-time information” and “is not keeping up with today’s business and technological demands,” SAP has bullishly committed to a new future of modular cloud ERP. While much-needed and inevitable, it is still a jarring admission from SAP, which sits at #5 on my
Photos of SAP and Oracle leaders, who are locked in ERP battle

Oracle Vs. SAP: Like King Kong Vs. Godzilla, the ERP Battle Rages On

April 26, 2021
CEO Christian Klein said last week SAP’s cloud ERP revenue has an annualized revenue run rate of about $6 billion, which would make its cloud ERP revenue about 50% larger than Oracle’s cloud ERP business. In my weekly Cloud Wars Top 10 rankings, SAP is #5 and Oracle is #6. That big lead for SAP
Workday Co-CEO Chano Fernandez

Workday Co-CEO: Liberating CFOs from ERP Limitations

March 24, 2021
As Workday expects CFO spending on financial applications to rise dramatically, the company believes that advanced-technology approaches to finance and operations will give CFOs better insights and more flexibility than ever before. On my weekly Cloud Wars Top 10 rankings, Workday is #8. Traditional finance tools, often part of a large suite of applications, were
Oracle Chairman Larry Ellison speaking

Oracle-SAP Showdown: Is Larry Ellison Crying Wolf over Snatching SAP Customers?

December 17, 2020
Claiming yet again without a shred of proof that Oracle is oh-so-tantalizingly close to snatching some large SAP ERP customers, Oracle founder Larry Ellison appears to be auditioning for the lead role in a modern-day version of Aesop’s The Boy Who Cried Wolf.   You know the story: a bored kid assigned to watch over the
SAP CEO Christian Klein emphasizes the company's focus on CX

Can SAP Leapfrog Salesforce by Going All-In on CX plus ERP?

October 15, 2020
As the world’s largest vendor of enterprise apps takes on the world’s largest vendor of cloud apps, SAP and Salesforce are offering wildly different approaches to helping businesses achieve the customer-centric capabilities essential for success in the digital economy. (In my weekly Cloud Wars Top 10 rankings, Salesforce is #3 and SAP is #5.) At
SAP CFO Shoots Down Larry Ellison Claim of Oracle Snatching SAP Customers

SAP CFO Shoots Down Larry Ellison Claim of Oracle Snatching SAP Customers

September 10, 2020
SAP CFO Luka Mucic has unequivocally shot down claims made by Oracle chairman Larry Ellison during the past year that a huge SAP ERP customer was on the verge of defecting to Oracle, with many more certain to follow. “I have checked and we have not lost a single [ERP] customer” to Oracle, Mucic said
Cover image for Cloud Wars Live: Modern Cloud ERP Is Ruining ERP's Scary Reputation!

Modern Cloud ERP Is Ruining ERP’s Scary Reputation! | Sadin on Digital

June 22, 2020
“Sadin on Digital” episodes explore the fast-changing and high-stakes world of digital business. Wayne Sadin and I focus in particular on what CEOs and boards must do to lead their companies successfully into the Digital Age. Today, we talk about modern cloud ERP, and how the "four letter word" of business is becoming a powerful
Oracle chairman Larry Ellison, who recently spoke on the company's Q3 earnings call

Larry Ellison’s View: Oracle Whipping Workday, Kicking AWS, Sacking SAP

March 16, 2020
Leaning into Oracle’s strong fiscal-Q3 earnings results, founder and chairman Larry Ellison tried last week to make the case that his contentious company is winning its battles in the cloud with primary rivals Workday, Amazon and SAP. While Ellison always uses Oracle’s quarterly earnings calls to claim superiority over his rivals, he can be particularly