Oracle’s Q3 FY’21 earnings call made headlines after Larry Ellison touted cloud growth while making a dig at SAP. He stated that over 100 new customers who either fully or partially moved to Oracle’s cloud products had switched over from SAP. He went on to say that SAP’s customers are “up-for-grabs” because SAP has not rewritten any of its software for the cloud, essentially saying they are not a true cloud provider. In this podcast, Jeff Lazarto, UpperEdge’s Oracle Practice Leader, goes into more detail about the significance of Ellison’s comments and what the results of the earnings call means for Oracle and its customers.
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