ERP Market Analysis

Stephen Jannise

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Beginning in late 2004 with its acquisition of PeopleSoft, Oracle initiated an acquisition campaign that has brought over forty companies into the Oracle fold. During that time, Oracle has made five multi-billion dollar acquisitions – about one per year – all of which have made for big news in the ERP software market. But which company will be next? I would argue that there is a logical way to analyze Oracle’s recent decisions and define a set of strategies that have not only guided past acquisitions but may also tell us where Oracle is headed. Below is a chart that displays the size of each acquisition Oracle has made in the past five years as well as the layer of the technology stack into which that acquisition would be placed. Based on this data, I would argue that the motivations behind Oracle’s major acquisitions are: Grow market share leadership in key enter... (more)