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I woke up this morning in Andalusia to this and enjoyed it to the max because I knew the rest of my day will be spent in the Power Briefings for the IFA Global Press Conference. Breathe in. Breathe out. Ok. Breakfast time. Then into the fray we go.
The day kicked off with our yearly host David Graveline, and his dulcet voice. And then Philips kicked things off with a few announcements.
This coming IFA in Berlin, Philips is coming out with a device for Snoring Relief.
My wife will be the first to buy this… for me.
Also cool, Philips is launching the S7000 shaver at IFA. For men with sensitive skin. Me! Me!
China’s TCL was next. I didn’t know that TCL is the market leader in 55-inch tv panel production. They plan to be the same for 65 and 75-inch panels.
Yes to cheaper large-screen TVs.
Chinese appliance company Haier showed why they acquired the Candy Group to grow in Europe.
Haier’s data shows that 65% of users use the quick program mode for laundry. So they added NINE quick programs to their new washing machine and an app that allows you to determine which mode to use with just a photo of your laundry.
German TV manufacturer Metz introduces itself to a younger generation not familiar with their brand, Metz Blue.
Metz is now owned by Chinese company Skyworth. And Skyworth is “one of the brands that is number one in China”. That elicited a laugh because there are many brands in China that claim to be number one in one way or another. Meanwhile, Metz Classic, the high-end brand, will enter China for the first time.
Safera, the fire prevention company showed the three common things people forget when cooking. And is introducing a sensor that can work with your stove for fire safety.
Hisense gorenge, the result of Hisense of China buying gorenge, the major appliance manufacturer from Slovenia, is launching an 8K ULED TV at IFA this year.
The home appliance and tv market seems to be seeing a lot of new innovations this year.
Ok. Time for lunch.
#IFAGPC #IFA #IFAGPC19 #coinnovation
ORACLE vs SAP ศึกซอฟต์แวร์องค์กรล้านล้าน / โดย ลงทุนแมน
หากพูดถึงบริษัทซอฟต์แวร์มูลค่ามากสุดในโลก
อันดับที่ 1 Microsoft 25.3 ล้านล้านบาท
อันดับที่ 2 Oracle 6.7 ล้านล้านบาท...
Continue ReadingOracle vs sap trillion enterprise software battle / by investing man
If it comes to the most valuable software company in the world
1nd place Microsoft 25.3 trillion baht
2ND PLACE ORACLE 6.7 trillion baht
3ND PLACE SAP 4.0 trillion baht
From the above rank
A lot of people are familiar with Bill Gates's Microsoft.
But probably not familiar with oracle and sap
Because the customers of both companies are not common..
So who are their customers?
Invest, man will tell you about it.
In fact, both oracle and sap customers are the company..
These two companies do business, software development, data planning and corporate resources.
AKA ERP (enterprise resource planning)
SAP ย่อมาจาก System Applications & Products in Data Processing
German nationality company, founded in 1972 by 5 former IBM employees.
While Oracle is an American nationality company
Founded in 1977 by Mr. Larry Ellison, Bob Miner and Ed Oates
So why do companies need erp software
Assuming a simple example is..
Unilever produces dove shampoo
After the production, I sent items to the inventory.
Last step. If order will be delivered to the supplier..
The question is if our business size is so big
How do we know if the inventory is actually out of stock
So the sales we record match the account side?
This has become a problem.
That caused corporate data structuring software for over 40 years ago.
Such software is designed and developed for all types of business.
From production side cuddle supply chain and all flows together on the accounting side.
Simple summary is sap and Oracle Design Software for companies to apply to business and plan all information on the same platform..
When the factory has shipped items, the inventory knows right away.
Inventory has been cut. Sales Department knows right away.
Sales Department has posted the wrong numbers. Know immediately and can fix it in time.
Most Manufacturing-related businesses, factories, inventory and offices are in different places.
But erp brings together the information of these sources.
Meaning the erp system occurs in real-time resulting in business data more efficient.
Including reducing potential errors on the way..
So what are the results of both companies?
SAP COMPANY
Year 2015 Income 7.45 billion baht. Profit of 1.09 billion baht.
Year 2016 Income 7.91 billion baht. Profit of 1.31 billion baht.
Year 2017 Income 8.41 billion baht. Profit of 1.44 billion baht.
Oracle Company
Year 2015 Income 1.16 trillion baht. Profit of 2.79 billion baht.
Year 2016 Income 1.18 trillion baht. Profit of 2.93 billion baht.
Year 2017 Income 1.25 trillion baht. Profit of 1.19 billion baht.
So what is the income structure of both companies?
SAP INCOME FROM CLOUD AND License 83 % and services 17 %
Oracle Income comes from cloud and license 82 %, hardware 10 % AND SERVICES 8 %
Essentially, software revenue comes from license and later start adjusting models to the era through cloud technology.
This makes the software that seems difficult to use. It's more accessible to smaller entrepreneurs.
Including it consulting companies that buy copyright to design systems for organizations like Accenture, deloitte or ey (Ernst & young) have more playful..
Also, if the income is divided by each region, company.
SAP has a customer in hand 425,000 account
From Asian Zone 16 %
American Zone 40 %
Europe, middle east and Africa zone (Emea) 44 %
Including Partnerships with 18,000 other companies covering 180 countries.
While Oracle has a customer on hand 430,000 account
From Asian Zone 16 %
American Zone 55 %
Europe, middle east and Africa zone (Emea) 29 %
Oracle can see that the American Zone Income is over half of the total income.
Let's go back. SAP EARN MONEY FROM BOTH AMERICA and emea group equally..
Ending with the value of both companies
Oracle 6.7 trillion baht
SAP 4.0 trillion baht
Getting here, we can see that all 2 companies are competing close..
However, behind the success of both sap and oracle should be from the charm of business to business that pays for good for a company called trust.
By this trust, there is a bet that
" all our company information, we will leave it to you.."
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Free Seminar..
Topic "the process of bringing company to the stock exchange with solution sap business one" Wednesday, March 6, 13.00-17.00 pm at sap Thailand. Register at http://www.fmsconsult.com/en/news-event/seminar/upcoming-event
For more information, please contact 02 274 4070, email: Marketing@Fmsconsult.Com or www.fmsconsult.com
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References
-Yahoo Finance
-Market Capitalisation, YChart
-SAP SE Annual Report 2017
-Oracle Corporation Annual Report 2017Translated
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あいにく前半部分は雨天で視界が不良ですが、廃止予定の留萌ー増毛間は晴れてくれました。終点増毛では、近くにある観光所で記念切符発売や、駅舎にある甘エビの味噌汁が大変美味です。甘エビが４匹入って１００円！！
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