People are in a new economic order, the future business efficiency of enterprises and competitors produced by technology diversification will inevitably become the competitive trend of enterprises。而Mobile phone softwareService providers, as important service providers in determining the efficiency of enterprise operation and technology diversification, who will survive again and who will decline？

序言

In the 1960s and 1970s of the 20th century, the Internet industry emerged from the cocoon, slightly hesitant about the network economy, and the development trend of the Internet industry in China has long been a matter of the 80 era。Then, the IT era continues to change, and mobile software companies rise and fall with it。

Boat against the current, boat against the current。

This is the motto of the entrepreneurs in the circle, from the beginning to show customers a single programming service project, to software projects, to enterprise solutions, they are afraid of maintaining the super-evolution of the days, afraid of taking a wrong step。

The development trend of the industrial chain of cloud-based and intelligent systems is also posing greater challenges to their clarity。In this article, people have sorted out the relative path of super evolution of Oracle, UFida, and the young and middle-aged generations and the reasonable layout expectations for all manufacturing industries。

Three entrepreneurial journeys on the path of hyperevolution

Divergence and attack of ORACLE, the outstanding enterprise service provider

In the hot summer of 2018, what is more restless than the temperature is the news about Oracle:

It is reported that Oracle presented a $6 million plan to compete for a leading AI expert, mainly including salary and employee stock ownership plan countermeasures, in order to persuade it to add the company。

Oracle declined to comment。

The unnamed authority expert in the end in which the Oracle unit does not know, but there is no doubt that the posture of the constant Oracle, has long been AI to promote the main business business super evolution of the program included in the fast road。

First, the storage of technology and resources, which has been actively integrated cloud computing technology artificial intelligence technology data information module DataFox, according to the continuous integration of technology, the current stage of Oracle AI artificial intelligence technology technical resources and related management methods data information pool has expanded by nearly 30%。

Second, the announcement of the new product also confirms the future development prospects of Oracle's bets。For example, the company showed a technology that can automatically categorize travel receipts from photos, deep learning is also used to capture and record some costs, and advanced accounting manipulations that can fully automate financial audits and apply AI algorithms to detect anomalies。

In March 2019, OracleCEOMarkHurd finally came down to earth。He said that the company will embed AI in all ERP applications, and cloud-based ERPAI will play a key role in improving assurance, customer satisfaction and business efficiency。

This isn't the first time Oracle has wanted to make big strides; it's a longtime customer on the transformation path。

Oracle, which made its fortune in database queries, was once hostile to SaaS，They even see it as a threat，In the FY2008 Annual Report，Oracle expression，SaaS will continue to change the competitive landscape of the software industry，And it puts a lot of pressure on its products，Companies will be forced to cut prices or sales will plummet。

But in the 2011-2012 fiscal year, things changed dramatically。Oracle started talking a lot about SaaS and cloud，There are ERP products that are built on top of OracleFusionMiddleware，Contains JDEdwards，E-BusinessSuite，PeopleSoft,，SiebelSystems and its PervasiveBI cloud ERP offering。

Oracle thinks CloudERP and AutonomousDatabase (which consists of proprietary hardware configuration + database queries + cloud) are going to be the next big thing for the company。In order to apply the development trend of these two businesses, the company also clearly put forward the definition of second-generation cloud, claiming that the second-generation cloud can be applied to the cloud space as soon as possible, suitable for a lot of automation technology work, improve the guarantee factor of system software, and in the characteristics of far more than AWS, in addition, the enterprise price is lower than AWS。

Oracle released the third quarter of FY2019 sales performance data show that the annual revenue of more than 9.6 billion US dollars, of which the total cloud server and license application and its cloud license and internal distribution license revenue of 7.9 billion US dollars。GAAP main business income increased 3% to $3.4 billion, and GAAP operating margin was 35%。Non-gaap operating income increased 2% to $4.3 billion, with a non-GAAP operating margin of 44%。

OracleceoSafraCatz expressed satisfaction, "People's overall operating margin improved to 44% as people's lower gross margin hardware provisioning business shrank again, while people's higher gross margin cloud business got bigger and bigger again.。”

For this embrace of AI, Oracle's investment is no less than in the past。

Recently, in order to promote the program, Oracle laid off more than 100 people。Some reviewers feel that this will be the beginning, and the total number of people to be cut by Oracle word will be as high as thousands of people。

Senior Vice President DonJohnson sent out an email with the subject line "Structuring Assets.。Johnson said in an email that the company will "streamline goods and services, focus on selecting priorities first, and get OracleGen2Cloud to market sooner, more efficiently and quickly.。"

Even in the past, Oralce has made great contributions to the database query business is still cash cow，It is also the business of building cloud infrastructure that has been transformed and innovated，Concurrent expression，"未来，All of the company's work will be closely focused on Oracle Cloud Infrastructure (OCI) business。"OCI's business is stronger than ever, and the future of this elite team will shine?。"

The 90's coquette-the history time and attack of Ufida

"The next ten years of Chinese enterprises is not lean management, but the integration of the whole industrial chain", which is the internal view of the enterprise consumer market at this stage。Under it, there is no doubt that it also shows the desire to eat the Internet economy with friends。

More than 30 years ago, UF was far from the layout and sight of today。At that time, as a small accounting software service project, thinking about how to attract a large number of corporate customers to survive is the right way。

In 1990, the operation scale of small companies was improved, and UFyou released the UFO form. In the period when the small abacus and the accounting book were king, UFyou's computerized accounting improved the efficiency of financial and accounting personnel, and its products sold well. By 1991, UFyou had successively ranked the throne of China's accounting software。

With the development trend of China's economic development, and the improvement of the operation scale and business complexity of Chinese enterprises, simple accounting software can no longer consider the requirements of enterprises, and the object-oriented ERP mobile phone software of public goods has become a new love。

At that time, Yonyou accounting software was booming。Uf founder Wang Wenjing, however, judged that the simple accounting software company would disappear in the future, and fought hard to force the ERP software project, and successfully released the first ERP mobile software UFERP in 1997。By 2002, UF exceeded investors for the first time in China's ERP sales market, becoming the industry's first。

The wave has not yet leveled, and when Yonyou has to compete with traditional software vendors, the physical ERP system software that can meet all the requirements of the enterprise has been replaced by the flourishing cloud solution。Internet technology companies, such as amazon and Alibaba, are competing to bring business use to the cloud server era。

Taste astute Wang Wenjing, naturally not easy to be absent, cloud development strategy after the announcement, that is, announced involved in enterprise Internet technology。

Since 2012, the intelligent service project has benefited UF Cloud and its large digital enterprises, and UF has continuously increased its investment in product research and development for cloud business。In 2018, the company's total investment in product research and development was 14.8.6 billion US dollars, accounting for the company's main business income proportion of 19.3%, in which the cloud business product research and development investment accounted for more than 48 percent of the total product research and development investment.3%, UF attaches great importance to cloud business visible spots。

In order to create a competitive enterprise, UF has built a service platform framework of "PaaS+SaaS+BaaS+DaaS"。The service platform includes technology center, business center and data information center，Cover data marketing, big digital purchase, human resources bureau office collaboration, intelligent accounting, intelligent manufacturing systems and other industry cloud servers，Present social development level enterprise service projects towards intelligent business services，For enterprise business independent innovation, management method transformation, financial industry into a unique integrated service platform。

Looking for outside collaboration has also become a way for UF to promote its cloud development strategy。Following the announcement of a strategic cooperation agreement with Alibaba，Uf and Huawei mobile phones have also signed a cooperation framework agreement，Based on each other's technology, method and work experience in the enterprise service project industry，Collaborative marketing promotion service projects in China's enterprise cloud computing platform and hybrid cloud solutions，Mutual expansion of the enterprise consumer market。

According to the 2018 annual report released by UF, the company maintained a profit of 77 percent for the whole year in 2018.$0.3 billion, an increase of 21.4%;Revenue from cloud server business reached 20%.$9.4 billion, of which PaaS, SaaS, non-bank BaaS and DaaS revenue was 8.$5.1 billion, a year-on-year increase of 108.0%;Revenue from the traditional mobile software business was 55 percent.$7.9 billion, an increase of 8.7%。