Oracle acquired NetSuite to gain its cloud revenue of over $800 million and expand beyond its traditional on-premise software model. The consolidation could benefit customers by providing more choices through a strengthened NetSuite offering and increased investment in NetSuite's products and marketing. However, Oracle will need to clearly commit to NetSuite's roadmap and avoid market confusion or distraction from integrating the two companies.

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Market Move – Oracle acquires NetSuite
Top 3 Takeaways:
• Cloud Revenue matters, 800M+ will look good for Oracle
• One size software fits all enterprises is gone at Oracle
• Oracle likely to make NetSuite offering stronger than it was
MyPOV: Oddly, consolidation means more and better choices for
customers in the market for SMB and 2tier ERP.
Top 3 Positives:
• More choice for Oracle customers
• More investment for NetSuite
customers in product & go to market
• Oracle likely strengthens
commerce capability
Top 3 Concerns:
• Roadmap commitments for NetSuite
• Market segmentation confusion, Oracle
needs to be crystal clear
• Biggest overlap since 2004 Peoplesoft,
Oracle needs to avoid distraction