Workday (WDAY) stock gets a Buy on earnings beats, ROTC and strong free cash flow. Read here for a detailed investment ...
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 ...
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 ...
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 ...
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 ...
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 ...
A document filed last week by SAP indicates there may be no quick settlement to its rancorous legal entanglement with rival enterprise software maker Oracle, even though SAP admits that some of Oracle ...
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, ...
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 ...
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.
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 ...
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 ...
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