During the Q3 earning's call of Oracle , Larry Ellison commented "We closed the gap and gained applications market share again this quarter. Oracle's application new license business grew 57% in Q3. SAP grew only 7% in their most recent quarter. 57% growth for Oracle, 7% growth for SAP.

Oracle grew its application new license business on average 61% over the last four quarters. SAP averaged only 10% growth over its last four quarters. So in the trailing 12 months, we are growing six times faster than SAP. SAP is still larger than Oracle in the applications business but we are gaining on them consistently and rapidly. "

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Ellison said he believed that Oracle was well positioned to continue growing its ERP (enterprise resource planning) business faster than SAP can. "SAP may be the world's No. 1 ERP company. But ERP is a slow-growing, relatively mature business," he said.

Ellison also claimed that Oracle is "No. 1" and increasing its market share in the CRM (customer relationship management) market segment. "CRM is extremely important because it is a less mature marketplace. It is growing much faster than ERP and we're gaining share," he said.

Oracle is also expanding the sales of "industry-specific" application suites that it will sell to a wide range of its customers, from the largest down to midsize companies with revenue of about $100 million, he said. Ellison contended that this strategy will have a greater chance for success than SAP's strategy because it is selling one ERP and CRM system to the same customer set it is already calling on.

Source:

Prashanth Rai