Oracle is posting analyst findings that they are now No 1 in ERP market share.
They have higher growth rates (FY25 numbers), greater cloud RPO, higher revenue and net income, and higher customer NPS.
What is the board doing besides cost cutting to drive EPS? Where is the real innovation (versus Blue-washing AI offerings)? The sales team can only put so much lipstick 💄 on the S/4 and cloud ecosystem. We need competitive offerings to drive growth!!!