Oracle CorporationProduct Strategy

Thomas KurianSenior Vice PresidentOracle Server TechnologiesOracle Corporation

Oracle Corporation

Largest Enterprise Software Vendor $11.8 Billion Revenue, FY05 $2 Billion in R&D; 14,000+ Developers 275,000 Customers; 15,000+ Partners 56,000 Employees Operating in 145 Countries

230,000 Database Customers #1 Database Market Share #1 Market Share on Linux

29,000+ Middleware Customers #1 Fastest Growing Revenues #1 Fastest Growing Customers

26,000 Applications Customers #1 in North America* #1 in HRMS globally* #1 in SCM globally* #1 in CRM globally** #1 in Retail Applications #1 in Banking Applications

*Source: AMR Research*Source: AMR Research**Source: Gartner**Source: Gartner

Oracle’s Strategy

• Oracle Fusion Architecture• Blueprint for Information-Driven SOA Solutions

• Oracle Database• Technology Infrastructure for Information Management

• Oracle Fusion Middleware• Technology Infrastructure for SOA Applications

• Oracle Applications• Protect, Extend, Evolve via Fusion Architecture

• Oracle On-Demand• Applications & Technology hosted On-Demand

Fusion Architecture

• Grid Computing Architecture• Enterprise Software on Low Cost Hardware & Storage

• Information Driven Architecture• Unified View of Business Information

• Service Oriented Architecture• Flexible Business Applications & Processes

Fusion Architecture

Unified Multi-Channel PortalUnified Multi-Channel Portal

Composition & Process OrchestrationComposition & Process Orchestration

Enterprise SOA Infrastructure, Bus, RegistryEnterprise SOA Infrastructure, Bus, Registry

Grid ComputingGrid Computing

Activity MonitoringActivity MonitoringBusiness AnalyticsBusiness Analytics

Oracle AppsOracle Apps Custom AppsCustom Apps ISV AppsISV Apps

DeclarativeDeclarativeToolsTools

SystemsSystemsManagementManagement

IdentityIdentityManagementManagement

Desktop &Desktop &MSFT OfficeMSFT Office

BrowserBrowser(AJAX)(AJAX) MobileMobile

Unified Data Model & Data ManagementUnified Data Model & Data Management

Oracle Database

• Transaction Processing

• Data Warehousing

• Content Management

• Information Security

• Grid Computing

InformationManagement

Data Warehousing CustomersSome Sample References

Grid Computing CustomersSome Sample References

Data Security CustomersSome Sample References

Source: * Gartner DataQuest May 2005; ** Forrester Research

Oracle: #1 Database

Oracle42.8%

IBM25.8%

MSFT19.9%

Other11.5%

Transaction Processing* Data Warehousing**

Oracle45%

IBM18%

MSFT21%

Teradata9%

Other7%

39%

58%

69%

29%

81%

17%

0%

20%

40%

60%

80%

100%

Mar

kets

har

e (%

)

2002 2003 2004

O t h e rI B M

Orac le

Source: Gartner DataQuest May 2005, based on New Licenses Sales

Oracle: #1 Database on Linux

Oracle Fusion Middleware

SOAMiddleware

• Development Tools

• Application Server

• Enterprise Service Bus

• Business Process Mgmt

• Business Analytics

• Enterprise Portals

• Identity Management

• Grid Computing

Application Server CustomersSome Sample References

Business Integration CustomersSome Sample References

Business Intelligence CustomersSome Sample References

Enterprise Portal CustomersSome Sample References

Identity Management CustomersSome Sample References

Fusion Middleware Suite CustomersSome Sample References

• Application Platform Suites• Development Tools• Application Server• Web Services Platform• Enterprise Portal• Business Integration• Identity Management• Identity Provisioning• Web Services Management• Data Integration

LEADER

LEADER

LEADER

LEADER

LEADER

LEADER

LEADER

LEADER

LEADER

Fusion Middleware:Fusion Middleware: LeaderGartner MQs

LEADER

Fusion Middleware:Fusion Middleware: LeaderForrester Research

Fusion Middleware: LeaderFusion Middleware: LeaderForrester Research

Fusion Middleware: LeaderFusion Middleware: LeaderIn Just 17 Quarters ….

00 $853M FY05$853M FY05RevenuesRevenues

00 29,000+29,000+CustomersCustomers

00 3,000+3,000+TxnsTxns/Quarter/Quarter

00 1,500+1,500+ISVsISVs

00 27,000+27,000+ConsultantsConsultants

00 4,500+4,500+VARsVARs

00 227+, 145+227+, 145+Patents, AwardsPatents, Awards

00 All 9All 9Gartner Gartner MQsMQs

00 450+450+Sales RepsSales Reps

                                           IFSIFS

BottomlineBottomlineTechnologieTechnologie

ss

Fusion Middleware: LeaderFusion Middleware: LeaderISV Adoption

Oracle Applications

• Customer Rel. Mgmt.

• Human Capital Mgmt.

• Financial Management

• Supply Chain Mgmt.

• Analytic Applications

• Industry Applications

EnterpriseApplications

Oracle Applications

EnterpriseApplications

• Protect Investments

• Extend Capabilities

• Evolve to Unified Suite

• Through FusionArchitecture

Investment

$

$

$

$

2013

2013

2013

Supported Untilat Least

2013

$ 2013

Oracle Applications: ProtectProtect Existing Investments

Oracle Applications: ExtendExtend Existing Investments

Version 8.9Version 8.9

Version 8.11Version 8.11

Version 11i.10Version 11i.10

VersionA7.3 & A8.1

VersionA7.3 & A8.1

Version 7.8Version 7.8

• New Versions

• New Functionality

• Smooth Upgrades

• Exploit FusionTechnology

“We recently went live on PeopleSoft EnterprisePerformance Management 8.9 and every level of theorganization has given it a big thumbs up.”

- Lori Austin, CFO Kansas City Board of Public Utilities

“Our implementation of JDE EnterpriseOne 8.11 wason time and on budget. With the improvedfunctionality and usability, we expect to improveefficiencies and gain competitive advantage.”

-Phil Walton, Group Director of IT, Spirent Communications

“With the 11i.10 release, we can fully integrate ourtraining programs into the Oracle HRMS platformand leverage a rich new set of business intelligenceand analysis capabilities."

- Jim Richardson, Dir. Bus Process Engineering, Millipore

Enterprise

8.9

EnterpriseOne

8.12

E-BusinessSuite

11i.10

“The integrated, customer-centric business modelwe’ve been able to employ with the help of SiebelSystems has enabled us to more effectively sell to ourcustomers.“

- Steve Ackling, Marketing Director, BT Major Business

SiebelCRM

7.8

Oracle Applications: ExtendExtend Existing Investments

Version 8.9Version 8.9

Version 8.11Version 8.11

Version 11i.10Version 11i.10

VersionA7.3 & A8.1

VersionA7.3 & A8.1

Version 7.8Version 7.8

• Enterprise Portal

• Identity Management

• Web Services Registry

• Composite Applications

• Business Analytics

• Business ActivityMonitoring

Oracle Apps & Fusion MW CustomersSome Sample References

SAP Apps & Fusion MW CustomersSome Sample References

72% of SAP Customers use Fusion MW

2013

2013

2013

2013

Version 9Version 9Version 8.9Version 8.9

Version 8.12Version 8.12Version 8.11Version 8.11

Version 12Version 12Version 11i.10Version 11i.10

Version A9Version A9Version

A7.3 & A8.1Version

A7.3 & A8.1

2013Version 8Version 8Version 7.8Version 7.8

Oracle Applications: EvolveEvolve Existing Investments

ActionableBusiness

Insight

AdaptiveIndustryBusiness

Processes

SuperiorOwnershipExperience

Oracle Fusion ApplicationsEvolve Existing Investments

Releases

FusionApplications

FusionApplications

PeopleSoftEnterprisePeopleSoftEnterprise

8.88.99.0

8.88.99.0

JD EdwardsEnterpriseOneJD EdwardsEnterpriseOne

XE8.118.12

XE8.118.12

Aut

omat

edU

pgra

des

11i.10

12

11i.10

12

OracleE-Business SuiteOracleE-Business Suite

JD EdwardsWorldJD EdwardsWorld

A7.3A8.1A9

A7.3A8.1A9

7.8

8

7.8

8

SiebelCRMSiebelCRM

Oracle Fusion ApplicationsStandard Upgrades to Fusion Applications

• At Your Premises

• At Our Premises

• Available On-Demand

• Fastest Growing On-Demand Vendor

Oracle Applications & TechnologyAvailable On-Demand

Partner with Oracle

• ISVs, VADs, VARs• Certify with Oracle Database and Middleware• Integrate with Oracle’s Applications• Go-to-Market with Oracle

• System Integrators• Training Available on Technology & Applications• Build Solutions with Oracle’s Products• Go-to-Market with Oracle

• Oracle has 15,000+ Partners• Growing Strongly over the past 3 Years

17 of the top 20 Banks 12 of the top 15 Insurance Cos. 10 of the top 10 Telecommunications Cos. 11 of the top 15 Retailers 25 of the top 25 Electronics Manufacturers 7 of the top 10 Semiconductor Cos. 27 of the top 30 Pharmaceutical Cos. 9 of the top 10 Construction Cos. 7 of top 10 Aerospace & Defense Cos. 9 of top 10 Automotive ManufacturersOver 100 US Federal Organizations

Oracle Industry Leadership

Oracle’s Strategy

• Oracle Fusion Architecture• Blueprint for Information-Driven SOA Solutions

• Oracle Database• Technology Infrastructure for Information Management

• Oracle Fusion Middleware• Technology Infrastructure for SOA Applications

• Oracle Applications• Protect, Extend, Evolve via Fusion Architecture

• Oracle On-Demand• Applications & Technology hosted On-Demand