ORACLE vs SAP ศึกซอฟต์แวร์องค์กรล้านล้าน / โดย ลงทุนแมน
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อันดับที่ 1 Microsoft 25.3 ล้านล้านบาท
อันดับที่ 2 Oracle 6.7 ล้านล้านบาท...
Continue ReadingOracle vs sap trillion enterprise software battle / by investing man
If it comes to the most valuable software company in the world
1nd place Microsoft 25.3 trillion baht
2ND PLACE ORACLE 6.7 trillion baht
3ND PLACE SAP 4.0 trillion baht
From the above rank
A lot of people are familiar with Bill Gates's Microsoft.
But probably not familiar with oracle and sap
Because the customers of both companies are not common..
So who are their customers?
Invest, man will tell you about it.
In fact, both oracle and sap customers are the company..
These two companies do business, software development, data planning and corporate resources.
AKA ERP (enterprise resource planning)
SAP ย่อมาจาก System Applications & Products in Data Processing
German nationality company, founded in 1972 by 5 former IBM employees.
While Oracle is an American nationality company
Founded in 1977 by Mr. Larry Ellison, Bob Miner and Ed Oates
So why do companies need erp software
Assuming a simple example is..
Unilever produces dove shampoo
After the production, I sent items to the inventory.
Last step. If order will be delivered to the supplier..
The question is if our business size is so big
How do we know if the inventory is actually out of stock
So the sales we record match the account side?
This has become a problem.
That caused corporate data structuring software for over 40 years ago.
Such software is designed and developed for all types of business.
From production side cuddle supply chain and all flows together on the accounting side.
Simple summary is sap and Oracle Design Software for companies to apply to business and plan all information on the same platform..
When the factory has shipped items, the inventory knows right away.
Inventory has been cut. Sales Department knows right away.
Sales Department has posted the wrong numbers. Know immediately and can fix it in time.
Most Manufacturing-related businesses, factories, inventory and offices are in different places.
But erp brings together the information of these sources.
Meaning the erp system occurs in real-time resulting in business data more efficient.
Including reducing potential errors on the way..
So what are the results of both companies?
SAP COMPANY
Year 2015 Income 7.45 billion baht. Profit of 1.09 billion baht.
Year 2016 Income 7.91 billion baht. Profit of 1.31 billion baht.
Year 2017 Income 8.41 billion baht. Profit of 1.44 billion baht.
Oracle Company
Year 2015 Income 1.16 trillion baht. Profit of 2.79 billion baht.
Year 2016 Income 1.18 trillion baht. Profit of 2.93 billion baht.
Year 2017 Income 1.25 trillion baht. Profit of 1.19 billion baht.
So what is the income structure of both companies?
SAP INCOME FROM CLOUD AND License 83 % and services 17 %
Oracle Income comes from cloud and license 82 %, hardware 10 % AND SERVICES 8 %
Essentially, software revenue comes from license and later start adjusting models to the era through cloud technology.
This makes the software that seems difficult to use. It's more accessible to smaller entrepreneurs.
Including it consulting companies that buy copyright to design systems for organizations like Accenture, deloitte or ey (Ernst & young) have more playful..
Also, if the income is divided by each region, company.
SAP has a customer in hand 425,000 account
From Asian Zone 16 %
American Zone 40 %
Europe, middle east and Africa zone (Emea) 44 %
Including Partnerships with 18,000 other companies covering 180 countries.
While Oracle has a customer on hand 430,000 account
From Asian Zone 16 %
American Zone 55 %
Europe, middle east and Africa zone (Emea) 29 %
Oracle can see that the American Zone Income is over half of the total income.
Let's go back. SAP EARN MONEY FROM BOTH AMERICA and emea group equally..
Ending with the value of both companies
Oracle 6.7 trillion baht
SAP 4.0 trillion baht
Getting here, we can see that all 2 companies are competing close..
However, behind the success of both sap and oracle should be from the charm of business to business that pays for good for a company called trust.
By this trust, there is a bet that
" all our company information, we will leave it to you.."
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Topic "the process of bringing company to the stock exchange with solution sap business one" Wednesday, March 6, 13.00-17.00 pm at sap Thailand. Register at http://www.fmsconsult.com/en/news-event/seminar/upcoming-event
For more information, please contact 02 274 4070, email: Marketing@Fmsconsult.Com or www.fmsconsult.com
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References
-Yahoo Finance
-Market Capitalisation, YChart
-SAP SE Annual Report 2017
-Oracle Corporation Annual Report 2017Translated
ibm yahoo finance 在 Joe's investment Facebook 的最讚貼文
Joe:「Buffett上季買了Apple股票,從目前結果論來看,他買貴了,但是拉長時間來看,我認為Apple撐過短期一季左右的低潮後,後續還是可以有爆發力的。」
「股神」(Warren Buffett)先前在Berkshire Hathaway年度致股東信中披露,對投資IBM可能看走眼,Buffett說:「我們(Berkshire)也曾持有讓我們虧錢的股票,若我看走眼,我們會賣出持股並接受損失。這些年來在對股票或債券的投資上,我們曾有一些時刻會這樣做,你付出多少買股票不代表什麼。重要的是那家公司未來5~10年將有何表現。我認為IBM值得投入更多錢,但就像我剛才說過的,我有可能是錯的,而我們可以接受這點。」,Buffett在Berkshire公司年度股東會上坦承,對於科技股投資並未趕上時代趨勢。
另外,Buffett可能打破數十年來避免重押科技股的慣例,參與競標美國科技業雅虎(YAHOO!)有意釋出的網路事業,Buffett主要是提供資金,純粹是財務投資,不涉及競標策略,但仍可能成為他繼IBM後的最大一筆科技業投資,惟出資金額仍不明。
Buffett的Berkshire公司在提交給美國證券交易委員會(SEC)的文件中披露,上季買進981萬股蘋果股票,截至該季末持股市值逾10億美元,成為蘋果第56大股東,是繼IBM之後,Buffett買進的第2檔科技股,激勵蘋果盤前股價勁揚近3%
不過,Buffett投資科技股的紀錄不佳,2011年第1季入股IBM之後,IBM股價曾大跌近30%,在今年2月初創下近6年新低,近期一波反彈才縮小入股以來跌幅至10%以內。IBM月前公布第1季財報,營收連16季衰退,創14年新低,不免讓人質疑Buffett投資科技股的眼光。
Berkshire上季增持VISA股票3.6%至1020萬股,但減持P&G和MasterCard,其中P&G減持幅度達到99.4%,降至31.54萬股,MasterCard減少5.6%至490萬股。另外,Berkshire還出清了AT&T持股。
http://www.appledaily.com.tw/realtimenews/…/20160229/805693/
http://www.appledaily.com.tw/…/a…/finance/20160515/37215459/
http://www.appledaily.com.tw/realtimenews/…/20160516/862969/
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