Analyst: Oracle 'has been behaving irrationally' towards Workday
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Oracle can throw in discounts on some of its many, many other products so that a customer thinking about moving to Workday could get quite a nice little welcome basket if it signed with Oracle instead.DiFucci explained to investors in a research note:
We believe Oracle (and to a lesser degree, SAP) has been behaving irrationally in the market for almost a year. ... Workday management noted that Oracle's behavior hasn't changed over the last year, and while it was likely aggressive prior to this, we believe it became even more aggressive doing almost anything to win deals from Workday.DiFucci also asked Workday CEO Aneel Bhusri about it during the quarterly conference call and Bhusri said in reply that Oracle has been a strong competitor.
Oracle CEO Mark Hurd explained that when it comes to Workday, particularly for US customers, there have been "some strong fights ... we now win more than half the deals in the United States."
Oracle co-founder and CTO Larry Ellison explained, "Every single cloud company of size, of the top 10, nine of them use our database in the cloud. Workday is the only one that doesn't. ... Workday kind of build their own little database."
And there's good reason that Workday has avoided all-things-Oracle like the plague. There's a long history of bad blood between Oracle and the founders of Workday.
"There are some high-level people at Oracle that want to TOTO Workday." - Jim CramerWorkday was founded by David Duffield, the founder of PeopleSoft after he lost his company to Larry Ellison and Oracle years ago in one of the nastiest hostile take-overs in software history. (The battle got so heated that at one point Ellison even joked about shooting PeopleSoft's then-CEO Craig Conway.)
CNBC's Jim Cramer offered some insight. "There's a phrase that some at Oracle use called TOTO" Cramer told CNBC's David Faber, which means Turn Off The Oxygen. "And there are some high-level people at Oracle that want to TOTO Workday."Oracle declined comment for this story. We've reached out to Workday and will update when we hear back.
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