Verb Technology Company Inc (VERB)

[redspeed]

I posted this elsewhere but worth posting here. When Rory says Oracle is a big deal you also have to consider who Oracle's customers are.

They are everybody. Many of the competition AND their customers use Oracle DB. Yeah you could use MS SQL Server or any of the open source DB software out there but Oracle is proven to be reliable and to scale. Not exactly cheap, but who wants to risk their enterprise operations.

This means Oracle sales people could reach out to SAP and Salesforce customers through inside sales and say hey, we added something really cool you may want to see to our NetSuite product. Yeah, I know you already have something but you have to see this to believe.

If I were Salesforce and SAP, I'd be happy nFusz didn't sign an exclusive deal with just Oracle. Opportunity for them to get in the game.

Let me tell you who's not moving off of Oracle. A company you've heard of that gave us another $50 million this last quarter. That company is Amazon. They're not moving off of Oracle. Salesforce isn't moving off of Oracle. Our competitors, who have [no reason] to like us very much, continue to invest in and run their entire business on Oracle. I don't know who's moving on from Oracle. Maybe Mark knows, maybe Safra does. But Amazon , you think Amazon would really want to move. Let me tell you someone else who is not moving out of Oracle: SAP . They have the database called HANA. They'd like to move SuccessFactors. They've been trying to move off of Oracle for 5 or 6 years. All SAP large customers run on Oracle. Amazon continues to buy Oracle technology to run their business. Salesforce runs entirely on Oracle. Go ahead, you tell me who's moving off of Oracle.

http://www.zdnet.com/article/oracle-q2-strong-on-cloud-saas-momentum/