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Category: ERP

Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Daniel Newman and Patrick Moorhead share insights on Qualcomm, IBM, and SAP, leading AI innovation in enterprise tech, with insights into Qualcomm's Snapdragon Summit, IBM's Granite 3.0 AI models, and SAP's cloud-powered ERP solutions.
Oracle’s Cloud Infrastructure and AI Advancements Drive Robust Revenue Growth Bolstered by Crucial Industry Verticals Such as Healthcare, Financial Services, and Retail
Steven Dickens, Chief Technology Advisor, and Keith Kirkpatrick, Research Director at The Futurum Group, share insights on Oracle’s Q1 FY2025 earnings, showcasing the rapid growth of Oracle Cloud Infrastructure (OCI) and AI’s impact on cloud revenue.
In our latest report, Market Insight Report: Breaking Down Generic versus Specialized ERP Software, we provide a comparison of generic ERP software versus specialized solutions, detail factors that should be considered when evaluating an ERP solution and provide a representative sample of several specific ERP vendors’ solutions, describing their target customers, features, and positioning.
The SAP S4/HANA Cloud ERP Suite Will Be Used by the Mercedes-AMG PETRONAS F1 Team to Improve Cost Tracking and Parts Supply Chain Management for a Competitive Edge
Todd R. Weiss, Senior Analyst with The Futurum Group, shares his insights about plans for the SAP S/4HANA Cloud to boost the efficiency of the Mercedes-AMG PETRONAS F1 team. SAP and the team formed a new partnership for the 2024 racing season.
SAP’s Cloud Revenue Rose 16% in Q3 to €3.47 Billion, While Its S/4HANA Cloud Revenue Jumped 67% to €914 Million
Daniel Newman and Todd R. Weiss, analysts with The Futurum Group, share their insights as SAP Q3 revenue is up 4% to €7.74 billion as cloud growth continues for the intelligent cloud ERP software vendor.
Limited-Feature License Enables Cost Efficiency and Greater Platform Use Across the Enterprise
Keith Kirkpatrick, research director at The Futurum Group, covers NetSuite’s announcement of a limited-feature NetSuite Warehouse Management license, and discusses how this can help NetSuite drive greater use of its suite across the enterprise.
The Six Five Team discusses the latest earnings release from Zoom for Q2 2024.
Daniel Newman and Todd R. Weiss, analysts at The Futurum Group, share their insights as SAP Q2 revenue reaches €7.55 billion, up 5%, as cloud revenue climbs again. SAP’s Q2 revenue came in a bit lower than analyst consensus estimates of €7.6 billion for the quarter, but the company clearly sees progress as it raised its second half earnings guidance for cloud and software revenue and non-IFRS operating profit through the end of fiscal year 2023.
The Futurum Group analysts Daniel Newman and Todd R. Weiss share their insights as SAP revenue for Q1 2023 up 10% to $7.4B euros, cloud up 24%, as the intelligent cloud ERP software vendor sees positive progress despite ongoing macroeconomic challenges around the world.
In our latest research brief, Making Supply Chain Woes a Thing of the Past with Microsoft Supply Chain Platform, done in partnership with Microsoft, we analyze the current state of supply chain operations and how businesses can best evaluate their unique roadblocks and deploy effective, cohesive solutions to overcome obstacles.
Futurum analysts Daniel Newman and Todd R. Weiss share their insights about SAP revenue for Q4 2022 up 6% to $8.4B euros as cloud up 30% as the enterprise ERP software vendor also announced total FY2022 revenue of 30.87 billion euros.