Some noteworthy tidbits I gleaned from the interview:
- 400 customers on Fusion Applications, exclusive of RightNow, Taleo, Oracle Business Analytics, or Fusion Middleware. I've wondered about this particular number for some time; thanks to Ray and Steve for getting it out there.
- Out of those 400 customers, 100 are live.
- Oracle is eating their own Fusion dog food. They're specifically using Fusion CRM, Fusion Financials Accounting Hub, and Talent Performance Management.
- Throughout the interview, Steve emphasized credibility over development speed and publicity. I see that philosophy taking root throughout Oracle's Applications development teams, the E-Business 12.2 release in particular. While it's counter intuitive for an industry that seems to reward those who release first (regardless of quality), it's a worthwhile concept for developing and delivering enterprise applications. I hope it sticks.
- Oracle is differentiating applications from their competitors through depth and breadth of features. It's an interesting approach, especially in the SaaS space where most vendors are offering very basic functionality.
- Speaking of SaaS, it seems like the Fusion HCM products are driving Oracle's SaaS sales. The traction in Financials and PPM still seems to be mostly on-premise.