Some time back I had a post up on SAP's "CPM Acceleration Program" which was a program focused on ridding Oracle / Hyperion from the sites that are primarily SAP. One of the key result this program was having was a replacement each day.
Now in a recent press release SAP highlighted some of the wins they are having in the EPM/CPM space.
SAP reported that over the past several months more than 100 customers worldwide purchased SAP® solutions for enterprise performance management with the intention to replace Hyperion solutions from Oracle. Among those customers are: Ballast Nedam N.V., Foundation Coal, KPN Telecom B.V., Rezidor SAS, Sandvik AB, Skandia Informasjonsteknologi AS and TPG Headoffice BV.
By the looks of it looks like Oracle's surround SAP strategy isn't working as well. Though SAP's new product releases and acquisition might have something to do with it. I believe that a lot of it has been brought on by Oracle themselves. They are not providing current and future customers clarity on the direction that they are going. There are so many directions indicated out there, that I don't think even oracle employees are clear about it. Not sure how much the 100 customer loss is going to hurt Oracle, but if they don't get a clear coherent product strategy /road map out fast there are going to be bigger losses down the line.