Kill ERP? Performance review of four software giants including Oracle
HR solutions and cloud applications for sales and marketing. On the other hand, the potential deterioration of gross profit rate is becoming more and more serious, Operating profit was EUR billion, down from EUR billion in the same period last year, and net profit was EUR billion, down year-on-year. According to the official explanation of, the main source of resistance to investment profits may be delayed, which makes the seemingly bright cloud business uncertain.
Oracle: In the third quarter, growth and scale effect began to show
In the early morning of January,, Oracle released its financial report for the third quarter of the fiscal year. The report shows that Oracle's total revenue in the third quarter was billions of dollars, up from billions of dollars in the same period last year; The net profit was billion US dollars, up from the same period last year.
In the third quarter of the fiscal year, Oracle's revenue from locally deployed software and cloud services (revenue from new software licenses and revenue from software license updates and product support) was $billion, up from the same period last year. The revenue of locally deployed software and cloud services accounted for the total revenue, up from the same period last year.
Compared with the decline of traditional software business, Oracle's cloud business is in full swing. In the third quarter, the revenue of and was billion dollars, up from the same period last year, accounting for the total revenue of. In the same period last year, the income of and was billion dollars, accounting for only, of the total income. Similarly, the revenue from Oracle's services increased over the same period last year.
After a little analysis, we can clearly see that the traditional business has been able to decline, and still maintain the growth of total revenue and net profit, thanks to the soaring cloud business. The rapid development of cloud business not only fills the hole dug by the decline of traditional business, but also brings about growth.
Compared with, Oracle has a more complicated problem before. First, the decline of traditional software business is too fierce to prevent, which will directly lead to the necessity of re examining the market and formulating marketing strategies. Secondly, although the cloud business is growing significantly, it may need to be faster. Knowing that the speed of going downhill is always faster than going uphill, a small accident will cause terrible consequences.
Kingdee Group: The growth of cloud business, the highest growth of total revenue in five years
The audited annual performance published by Kingdee International Software Group ended on. During the reporting period, the total revenue of Kingdee Group has reached the highest growth rate in five years.
Among them, the most interesting thing is that Kingdee Group has increased in the cloud service business during the reporting period, with revenue of more than 100 million yuan,
