I wrote a long - covering all what Oracle does - post last year before Oracle’s OpenWorld conference - you can find it here. Re-reading it before writing this post I found it surprisingly accurate - even one year later… tempted to ‘copy & paste’ it - I will try to only look at this post from the vantage point of my research areas - Next Generation Applications and Future of Work.
 


Database - Oracle will have to show traction for both 12c and the new in memory options. The announcements have been done, now it’s time to show what customers are doing, what interest partners are shown and drive the roadmap further.

Cloud - We attended Oracle’s Cloud analyst briefing earlier this year (findings here) - it is now time to see what Oracle will unveil from the large NDA portion it presented at the event. Be ready for a lot of XaaS (everything as a Service) products. More importantly Thomas Kurian said back then that Oracle wants to compete with AWS and be price competitive - so it will be interesting to see what Oracle does in this area. And let’s not forget out of the more or less 19M developers out there - 11M are Java developers. Will be key for Oracle to show the way forward - maybe unveiling a PaaS.

The key questions I will be asking are - what will Oracle be doing to enable developers to build modern, next generation applications, taking millions of database, middleware and Java developers by the hand into the cloud era.

HCM - Last year we challenged Oracle in regards of traction in Fusion HCM - and they responded by hijacking my agenda with customer meetings. The result was our report here – showing more traction than we and most industry watchers expected. Now it will be key to see how Oracle has used the last 12 months to build on that. We will also be watching on what Oracle has done and plans to do in the Talent Management space, particularly on Recruiting, where Oracle is the 800 pound gorilla with Taleo, but has not innovated much. Given the retirement challenges in the workforce that even newly appointed co-CEO Mark Hurd tweets about - the Oracle story needs to be good.

The key question I will be asking are - how will Oracle keep differentiating its HCM portfolio vis a vis the competition, innovate to keep it modern and how to develop and extend an attractive value proposition to HCM buyers out there.

Ping me on twitter for more observations and question I should be paying attention for in the frenzy days of Oracle OpenWorld 2014. Oracle has only scheduled 38 events / meetings / briefings for me – so this will be ‘slow’ conference… Find out where I am and what I think by following me on Twitter - @holgermu

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Also worth a look for the full picture
  • Is it all coming together for Oracle in 2014? Read here
  • From the fences - Oracle AR Meeting takeaways - read here (this was the last analyst meeting in spring 2013)
  • Takeaways from Oracle CloudWorld LA - read here (this was one of the first cloud world events overall, in January 2013)
And if you want to read more of my findings on Oracle technology - I suggest:
  • Progress Report - Good cloud progress at Oracle and a two step program - read here.
  • Oracle integrates products to create its Foundation for Cloud Applications - read here.
  • Java grows up to the enterprise - read here.
  • 1st take - Oracle in memory option for its database - very organic - read here.
  • Oracle 12c makes the database elastic - read here.
  • How the cloud can make the unlikeliest bedfellows - read here.
  • Act I - Oracle and Microsoft partner for the cloud - read here.
  • Act II - The cloud changes everything - Oracle and Salesforce.com - read here.
  • Act III - The cloud changes everything - Oracle and Netsuite with a touch of Deloitte - read here
Lastly - paying tribute to my Future of Work / HCM / SaaS research area:
  • Oracle pushes modern HR - there is more than technology - read here. (Takeaways from the recent HCMWorld conference).
  • Why Applications Unlimited is good a good strategy for Oracle customers and Oracle - read here.
Find more coverage on the Constellation Research website here.
2012, 2013 & 2014 (C) Holger Mueller - All Rights Reserved