What is Happening with ERP Vendors?
ERP vendors having been going through
their own form of transformation over the last two years. Their products
are now emerging with an e-business strategy, and some have added focus on CRM
(Customer Relationship Management).
Financially, the ERP vendors fortunes
have been generally good.
 | J.D. Edwards reported in August that
they expected to increase license fee revenue significantly in the $109 million to $114 million range. |
 | In mid-September, Oracle Corporation
announced record results for the first quarter (Q1) of its fiscal year 2001.
In addition, Oracle announced a two-for-one stock split of its outstanding
common shares. First quarter applications software sales increased 42% to
$156 million. |
 | PeopleSoft, Inc.
announced its financial results for the quarter ended September 30, 2000.
Revenues, net income, and net income per share from recurring operations for
the third quarter of 2000 were $443.1 million, $23.4 million, and $0.08,
respectively. This compares with revenues, net income, and net income per
share from recurring operations of $346.1 million, $0.5 million, and $0.00,
respectively, for the third quarter of 1999. Revenues
from software license fees for the third quarter of 2000 increased to $131.5
million, a 100 percent increase from the same quarter last year. All product
lines recorded significant increases compared with the same quarter last
year. |
 | SAP AG, announced its financial
results for the quarter ended September 30, 2000. Europe's
largest software producer, posted third-quarter figures on Thursday
which were at the lower end of market expectations, with a 27% rise in
revenues to 1.4 billion euros ($1.17 billion) The company's third-quarter
net profit was up 96% to 88 million euros, while earnings per share rose to
0.28 euros, from 0.14 euros previously. Less than a year
after its introduction, mySAP.com already accounts for almost 50% of total
license revenues. |
 | Baan
has been taken over by Invensys. Baan, has won its first new contract
since being acquired. The win was a major 3,000-user, multi-million
pound order from the Defence Aviation Repair Agency (DARA). Part of British
Ministry of Defence, DARA is the largest government-owned Aerospace and
Defence facility in Europe. |
Key Direction of the Vendors are similar
 |
Oracle was the
first to see the e-commerce trend and began preparing its ERP products for
the Internet. CRM
applications is a key offering
|
 | PeopleSoft is scheduled to ship
the PeopleSoft 8 suite of Internet-based business applications with CRM in September. |
 |
J.D. Edwards is
using its One-World product to work closely with CRM solutions from Siebel
and IBM. |
 |
SAP has mySAP.com for its e-business strategy and has partnered with CommerceOne for electronic marketplace software and
Clarify for CRM applications |
|