It struck me when Infosys CEO, Vishal Sikka talked about his acquisition of Panaya in his keynote this afternoon, how little attention SAP has received at Oracle OpenWorld this year. In fact if SAP was not hosting TechEd this week, the silence would have been even more noticeable.
Larry Ellison spent much of his keynote today talking about Amazon’s databases, RedShift and Aurora, not HANA. Oracle ERP, HCM and CRM teams have mentioned Workday and Salesforce a few times, but not SAP S/4, BYD or SuccessFactors.
Quite remarkable considering how much back and forth there used to be in prior OOWs.
It’s not like Oracle will convert many SAP ECC customers over, but Oracle’s decade of investment in cloud applications, and now cloud infrastructure clearly gives it the confidence to look ahead and focus on a new set of competitors.
