Workday: A Competitive Analysis With Oracle And SAP

Workday (WDAY) stock gets a Buy on earnings beats, ROTC and strong free cash flow. Read here for a detailed investment ...
TechCrunch

SAP, and Oracle, and IBM, oh my! ‘Cloud and AI’ drive legacy software firms to record valuations

There’s something of a trend around legacy software firms and their soaring valuations: Companies founded in dinosaur times are on a tear, evidenced this week with SAP‘s shares topping $200 for the ...
Reuters

SAP to pay Oracle $1.3 bln in landmark decision

OAKLAND, Calif., Nov 23 (Reuters) - SAP AG must pay Oracle Corp $1.3 billion for software theft in a jury verdict that could be the largest-ever for copyright infringement. The decision, by a U.S.
CRN

Oracle's Ellison: SAP Needs To Acquire More, Like Us

Oracle executives touted the results as a sign that the company is winning market share from its rivals, but financial analysts cautioned that Oracle's acquisitiveness muddies its results. For example ...
ZDNet

SAP expands push for Oracle customers

SAP took a fresh jab at software rival Oracle on Monday with an expanded plan to lure away customers Oracle gained in its acquisition of PeopleSoft. SAP said it will open offices in Amsterdam, ...
InfoWorld

Oracle’s SAP suit raises users’ ethics concerns

The ripple effect of Oracle's legal action may cause consumers to be wary of the ethics of both companies Oracle’s surprise legal move against its main business applications rival, SAP, has raised ...
CRN

SAP's TomorrowNow Support Service At Heart of Oracle Lawsuit

Oracle's 43-page lawsuit, filed in U.S. District Court in San Francisco, focuses on SAP's TomorrowNow, a third-party provider of support services for Oracle's PeopleSoft, J.D. Edwards and Siebel ...
Reuters

Oracle vs. SAP: Battle of the Spring 2010 Balance Sheets

Everyone loves to pit Oracle and SAP against one another--including the executives of the two behemoths that sell ERP, CRM, BI and supply chain software. Now that SAP has released its first-quarter ...
InfoWorld

Oracle-SAP retrial delayed

Oracle and SAP will have to wait a bit longer to retry their corporate-theft lawsuit, according to a filing (PDF) made Friday in U.S. District Court for the Northern District of California. The ...

What Makes SAP (SAP) a Lucrative Investment Bet?

Investment management company Vulcan Value Partners recently released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The firm focuses on improving long-term ...
Network World

Oracle calls SAP a bunch of crooks

News is just hitting the wires that Oracle has filed a lawsuit contending that SAP AG has raced beyond competitive analysis and into the realm of corporate espionage. According to the Oracle suit (pdf ...