Oracle is superior to No. 1 cloud provider Amazon Web Services in terms of safety and price, Oracle Chief Technology Officer and co-founder Larry Ellison informed traders Monday.
Ellison once again used the corporate’s quarterly earnings name to assault his firm’s competitors, criticizing SAP’s enterprise useful resource planning choices and the cloud choices of Google, Microsoft and particularly Amazon.
“We don’t suppose an utility ought to speak to 5 – 6 separate databases,” Ellison stated, referencing AWS’ database choices. “We suppose it’s a really, very dangerous safety structure.”
Referencing a latest report from analysis agency Gartner that put Oracle’s cloud forward of Google Cloud by way of capabilities, however nonetheless behind Amazon and Microsoft’s cloud choices, Ellison stated that he believes Oracle’s cloud is superior to Amazon, Google and Microsoft’s cloud choices primarily based on safety, price and different components.
“That’s been the massive query on the market — was our cloud adequate to compete with Amazon and Google and Microsoft,” Ellison stated. “And I believe we now have answered these questions, it’s not solely adequate to compete. In many circumstances, it’s significantly better for safety, for efficiency, for reliability. For price — we’re cheaper. And that’s one of many causes we now have such a giant ISV enterprise. And why so many individuals have left Amazon and gone to the Oracle Cloud is as a result of we price much less. So we now have vital price benefits, And I believe that is one other huge step to proving that the Oracle Cloud is a part of the Big Four.”
Representatives from SAP, Microsoft and Google didn’t reply to requests for remark from CRN. An Amazon spokesperson didn’t instantly present remark.
He known as Oracle and subsidiary NetSuite “the very first cloud firm of any type” and Oracle “the overwhelming market chief within the international cloud ERP market” on the decision with analysts Monday.
Ellison stated that what SAP affords clients “just isn’t the cloud” and “doesn’t have a product” that may compete with Oracle’s ERP choices, leading to Oracle “taking quite a lot of their clients away.”
“As demand for these techniques will increase, we actually don’t have quite a lot of competitors — that’s the understatement of the yr — in cloud ERP,” he stated. “ I’d like to know who the rivals are. SAP doesn’t have a product.”
He continued: “They have internet hosting. They’re keen to place a customized laptop in Amazon and simply construct a specialised model for the shopper. That’s not the cloud. We replace our utility each three months, 8,000 Fusion clients. 28,000 NetSuite clients up to date each six months. SAP will replace in 5 years. It’s an on-premises system. They don’t have a cloud system. We’re successful each deal in opposition to them. Every one. And we’re taking quite a lot of their clients away.”
Sri Ayyeppen, chief income officer at Plano, Texas-based Oracle accomplice Argano, stated he’s happy by the investments Oracle has made in its cloud choices. To him, Oracle excels in storage capabilities.
“Scaling their buyer base in addition to including tremendous capabilities that help how clients take into consideration producing extra worth with cloud has been very pleasing,” Ayyeppen stated. “That‘s all serving to our enterprise.”
He stated he’d prefer to see extra go-to-market help for companions from Oracle and that companions assist educate clients on the worth Oracle’s cloud and database merchandise can present.
“Sometimes it’s that schooling that lacks within the entrance strains,” he stated. “If these can come to the entrance line and folks perceive the worth, I believe the worth is delivered.”
Ellison stated that clients migrate database workloads to Oracle’s cloud once they examine its cloud to competing ones.
The firm reported that Crunch Mediaworks, a supplier of clever video optimization expertise, is transferring “their complete video optimization companies from AWS to Oracle Cloud Infrastructure” and that Market Rithm, a maker of cloud-based advertising automation software program, “believes that transferring their complete platform from AWS to Oracle Cloud Infrastructure will save them 30 p.c, help their development, and supply their clients with sturdy safety,” in keeping with Oracle.
“If they arrive and look they usually run — in the event that they do a comparability, a straight up comparability — us, Google, us, Amazon, they check the appliance in each locations, we win all of these,” Ellison stated. “It‘s once they don’t come and look that we now have an issue.”
Ellison stated that Oracle will make its Heatwave parallel processing query engine out there on different public clouds quickly and compete with different database choices in the marketplace.
He stated Oracle’s MySQL is 100 occasions quicker than Amazon Aurora for question processing — calling Aurora “horrible” for question processing — and greater than 10 occasions quicker than Amazon RedShift or Snowflake for question processing.
“We plan to make Oracle MySQL with Heatwave out there on different public clouds along with the Oracle public cloud and compete aggressively the place we now have big technical benefits over Amazon Aurora, Amazon Redshift and — maybe most curiously — big technical benefits, efficiency and price over Snowflake.”
For Oracle’s first quarter of fiscal yr 2022, 1 / 4 that ended Aug. 31, the corporate reported complete gross sales of $9.7 billion, up 4 p.c yr over yr. About 76 p.c of these gross sales for for cloud companies and license help. The $7.4 billion obtained for cloud companies and license help is a 6 p.c enhance yr over yr.
Oracle’s cloud license and on-premises license gross sales fell 8 p.c yr over yr to $813 million, representing 8 p.c of complete gross sales in the course of the quarter.
The firm’s infrastructure-as-a-service and software-as-a-service cloud companies have been greater than 25 p.c of complete gross sales with an annual run charge of $10 billion, in keeping with an Oracle assertion.