Oracle Boasts Software Dominance Over IBM

Call it the clash of the titans. Oracle is doing some boasting this week at IBM's expense. The company claims it is now officially the second largest software company in the world -- and that IBM has fallen to third place at its hand.

However, this is not an official sanction by an industry body. OracleEUs claim is based on its own comparison between IBMEUs investor relations Web page and OracleEUs investor relations Web page. IBM could not immediately be reached for comment on the claim.

"We will continue to develop innovative software products and related cloud services in pursuit of becoming number one," said Oracle President and CFO Safra Catz. But is Oracle really number two?

How Oracle Stacked the Numbers

Oracle points to IBM's recently announced quarterly results and said, EUWe would like to take this opportunity to point out that Oracle's software business has been growing faster than IBM's software business and now Oracle has moved up to become the number two software company in the world while IBM has slipped to number three.EU

As proof, Oracle noted that Big Blue reported software revenue totaling $25.7 billion over the last four quarters. By contrast, the firm said, Oracle reported software revenue totaling $ 27.8 billion over the last four quarters.

One key note is how Oracle stacked the numbers. Oracle counted its four quarters starting from the second quarter of 2013 to the first quarter of 2014 and counted IBMEUs period from the fourth quarter of 2012 to the third quarter of 2013.

EllisonEUs Bragging Rights

We caught up with Zeus Kerravala, a principal analyst at ZK Research, to get his take on OracleEUs big revelation. He told us Oracle and IBM are neck and neck on the software side.

EUWhen you look at how close Oracle and IBM are now, you could argue that both...

Comments are closed.