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  1. #1
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    [EN] Oracle inks massive cloud deal with AT&T

    MARIA DEUTSCHER
    04 MAY 2017

    Oracle Corp. is marking a new milestone in its effort to transition from selling traditional on-premises software to cloud services.

    The company announced today that AT&T Inc. has agreed to adopt its infrastructure and platform as a service offerings as part of a massive deal that encompasses petabytes of data. The company didn’t share a specific figure, but at a media event today at Oracle headquarters, Chief Executive Mark Hurd indicated in a speech that it’s a significant portion of the “more than exabyte” of information that the carrier possesses.

    “A lot of that data sits in Oracle databases,” Hurd said. “The opportunity is for us to run all those databases in the cloud.”

    The agreement will see AT&T migrate several thousand Oracle database instances to the provider’s cloud along with the applications they support. Furthermore, the carrier has decided to implement Field Service Cloud, a platform for managing mobile workers that competes with offerings from Salesforce.com Inc., the recently funded MapAnything Inc. and several others. Hurd said that the AT&T will rely the service to support more than 70,000 technicians, which represents the biggest deployment in North America.

    The deal with the carrier highlights a key element of the company’s strategy for driving the adoption of its cloud platform. Oracle is trying to lure existing customers into moving their on-premises deployments to its data centers with the promise of increased efficiency and lower overhead. A similar strategy is being pursued by IBM Corp., which is likewise banking on its cloud business to offset declines in traditional product lines.

    Both companies are facing an uphill battle against Amazon.com Inc. and Microsoft Corp., the leaders of the infrastructure as a service market. Oracle has been working to even the playing lately by adding new hardware options and filling the feature gaps in its platform with acquisitions. Last month, it picked up a Dutch startup called Wercker B.V that sells tools for automating software projects.

    Oracle’s efforts are already bearing fruit. In its most recent quarterly earnings calls, the company reported to have seen platform and software as a service revenue jump 73 percent on an annualized basis to $1 billion.

    With reporting from Robert Hof

    https://siliconangle.com/blog/2017/0...loud-deal-att/

  2. #2
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    Oracle and AT&T Enter into Strategic Agreement

    REDWOOD SHORES, Calif., May 4, 2017 /PRNewswire/ -- Oracle today announced that AT&T signed an agreement to move thousands of its large scale internal databases to Oracle's Cloud Infrastructure as a Service (IaaS) and Platform as a Service (PaaS). Under the agreement, AT&T will migrate thousands of existing Oracle databases containing petabytes of data plus their associated applications workloads to Oracle Cloud.

    The agreement gives AT&T global access to Oracle's cloud portfolio offerings both in the public cloud and on AT&T's Integrated Cloud. This includes Oracle's IaaS, PaaS, Database-as-a-Service (DBaaS), and Software-as-a-Service (SaaS) which will help increase productivity, reduce IT costs and enable AT&T to gain new flexibility in how it implements SaaS applications across its global enterprise. AT&T has also agreed to implement Oracle's Field Service Cloud (OFSC) to further optimize its scheduling and dispatching for its more than 70,000 field technicians. With OFSC, for example, AT&T will combine its existing machine learning and big data capabilities with Oracle's technology to increase the productivity, on-time arrivals and job duration accuracy of AT&T's field technicians.

    "This is an historic agreement," said Mark Hurd, CEO, Oracle. "The Oracle Cloud will enable AT&T to use Oracle technology more efficiently across every layer of the technology stack. This includes AT&T's massive redeployment of Oracle Databases, which will be provisioned entirely from the Oracle Cloud Platform including our highly cost effective Exadata as a Service."

    AT&T has led the industry when it comes to virtualizing and software-controlling the wide area network. The company's goal is to virtualize 75% of its core network functions by 2020, hitting 55% by the end of 2017.

    "We believe that the future of the network is to be data-powered, to be software-centric, and to be fast and responsive," said John Donovan, chief strategy officer and group president of AT&T Technology and Operations. "We call this three-pronged approach AT&T Network 3.0 Indigo, and it's all about enabling a seamless and intuitive network experience for our customers. This collaboration with Oracle accelerates our network transformation and migration to the cloud to expand efficiency, performance, and reduce cost while improving overall customer service."

    The AT&T agreement builds on the strong momentum that has made Oracle the world's fastest growing large-scale cloud computing company.

    https://finance.yahoo.com/news/oracl...130000355.html

  3. #3
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    Oracle's Massive Cloud Deal With AT&T - Chuck's Blog (Oracle)

    Chuck Hollis | SVP, Oracle Converged Infrastructure Systems
    May 4, 2017

    For those of you following industry cloud adoption -- and trying to figure out how the horse race between the four big players is shaking out -- today's news is certainly worth considering.

    AT&T is agreeing to move a significant number of their Oracle databases to the Oracle Cloud. Plus they've agreed to start using some of our SaaS services in specific areas, like field service.

    It's a pretty big deal.

    I've long argued that moving to a cloud model is inevitable -- even for established and proficient IT organizations like AT&T.

    But it's once thing to predict something, and another thing entirely to see it actually happen.

    The Basics

    On paper, it's pretty straightforward: AT&T's Oracle databases are going to the Oracle Cloud. Mark Hurd said there's over an exabyte involved.

    For those of you that left your storage calculator at home, an exabyte is a thousand petabytes, or a thousand times bigger what we usually consider "really big" in the storage world.

    Put differently, that's a million terabytes. That's a whole lot of on-premises storage that won't be needed anymore.

    No revenue numbers were announced, nor were timelines for migration, which I would guess to be rather lengthy. I have no detailed knowledge of the announcement, I just saw the press release like everyone else.

    So the rest here is purely my personal opinion and speculation, and certainly not Oracle's official perspective.

    But Why Move?

    Anyone who's worked with AT&T knows they have a very proficient -- and well-funded -- IT operation. These guys have been designing and deploying massive systems for many decades, and doing it well.

    Why would one of the largest -- and most capable -- IT organizations publicly throw in the towel, and say that they're going to cloud with all of their databases?

    My first guess is that it's all about business. Being a telco is a capital-intensive business, especially if you're in the midst of building out the next 5G network. Where would you like to tie up your finite capital? More data centers -- or new networks?

    My second guess is that anyone who has over an exabyte of data sitting in Oracle databases most likely has an enormous staff with expensive expertise looking after all of that: backup and recovery, patching, tuning, upgrading and the like. Not needed in the cloud. So a huge operational expense saving as well.

    Business often matters much more than technology.

    But Why Oracle?

    I sometimes get the question -- why Oracle Cloud for Oracle databases? I have to take a deep breath, and state the obvious -- where better to run the Oracle database? Faster, cheaper, more reliably, more securely, etc.?

    Does anyone think you'd get a better experience in some other cloud? I think not.

    If that doesn't do it for you, where do you think the best place to run Office 365 might be? Microsoft Azure.

    My third guess is that AT&T did their homework (as they always do), and came to the exact same conclusion.

    My fourth guess would be that they found Oracle's Cloud at Customer offering attractive. Cloud at Customer uses Oracle's cloud machines to deliver a public cloud experience in the customer's data center.

    Same services, same operational model, same software, management, etc. This would give AT&T the ability to move to a pure opex model, but still make decisions as to where databases actually resided -- our data centers, or theirs.

    Some Final Observations

    Over the last several years, I've met several large IT organizations that were convinced they could build a better cloud internally than was available externally.

    Few -- if any -- of these massive efforts could even begin to claim success.

    It's been proven to be harder than it looks, takes some very smart people, boatloads of cash, a long time and a tolerance for risk. And the results aren't usually all that good.

    I suspect that this might be yet another instance of this phenomenon.

    There's something else to consider: this is very likely not just about databases. Moving a database to a cloud is rarely useful in isolation: there are applications that use the data, analytics and reporting, and more. Data gravity and latency are a thing, even for a network company like AT&T.

    Highly likely a bunch of that stuff is moving to the Oracle Cloud as well, it's simple logic.

    And What To Expect More Of

    Cloud has changed the economic equation for business. It's an economizer -- it saves money. It's an enabler -- innovate faster and for less money than before. And it's an equalizer -- small groups have access to the exact same advanced firepower as the largest organizations.

    As business leaders start to realize we're now playing by a new set of rules, expect to see more wholesale moves to the cloud.

    http://chucksblog.typepad.com/chucks...-with-att.html

  4. #4
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    Oracle CEO Mark Hurd interview: ATT deal, no layoffs

    Oracle CEO Mark Hurd says $10 billion in cloud revenue is only the beginning

    Anita Balakrishnan
    2017-05-04

    Oracle continues to throw barbs at rival Salesforce, as the two companies compete to become the first software services company to reach $10 billion in cloud revenue.

    "Oh of course we're going to surpass $10 billion, the only question becomes what date," Mark Hurd, one of Oracle's CEOs, told CNBC's "Squawk Alley" on Thursday. "If you look at our growth rate last quarter and just start doing the math .... we're going to hit $10 billion relatively soon."

    In February, Salesforce said it expects to achieve that goal in the next year with sales of $10.15 billion to $10.20 billion, "faster than any enterprise software company in history." But Hurd said in March that "it's just a matter of when we catch and pass Salesforce.com in total cloud revenue."

    And while $10 billion would be less than one-third of Oracle's total revenue -- it booked $37.05 billion in the fiscal year ended May 31, 2016 -- Hurd says that's only the beginning.

    "Are we going to stop at $10 billion? Are you kidding? So this is a tremendous opportunity for us to grow and blow way past $10 billion," Hurd said.

    Heated as it may be, though, the rivalry fails to account for the elephants in the room, particularly Amazon.

    But Hurd is confident Oracle can win.

    "[Amazon] built their infrastructure years ago — we get the opportunity to build ours now," Hurd said. "Which gives us all the learning that we got, frankly, from them, and the opportunity for us to turn that into competitive advantage."

    Thanks to the acquisition of Sun Microsystems, Oracle holds the keys to the programming platform Java, which Hurd said is still one of the "great development platforms of all time," and one of the most popular programming languages in the world.

    "We believe no one in the industry, bar none, brings this capability," Hurd said.

    AT&T signs on

    Oracle also announced on Thursday that AT&T will move thousands of large databases to Oracle's cloud. AT&T will use Oracle's software services to do tasks like automating the dispatch of its 70,000 field technicians. AT&T's enormous amount of data required months of working with Oracle's databases, Hurd told CNBC.

    "I think the fact that we've got such a significant customer that's made such a big bet ... we're just very excited about it," Hurd said.

    Hurd also pushed back against reports that Oracle may be cutting its sales force back in a restructuring.

    "I think that's fake news," Hurd said, invoking a phrase used frequently by President Donald Trump. "I've seen a couple of reports over the past two weeks, including that we were going to make a big acquisition. There is no merit to that whatsoever. I saw a report that we were cutting our sales force, there is not merit to that whatsoever."

    Hurd's counterpart, Oracle CEO Safra Catz, is scheduled to meet with Trump in June to discuss ways to modernize the federal government, a White House official confirmed to Recode this week. Trump has pushed tech companies to hire more in the United States, and has promised a tax holiday on the repatriation of foreign cash.

    "We're a big hirer in the United States. We hire a lot of kids fresh out of college," Hurd said, adding about Oracle's foreign cash: "We'd like to bring it back. We'd love to obviously not have to pay tax twice."

    http://www.cnbc.com/2017/05/04/oracl...o-layoffs.html

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