{"id":1240,"date":"2022-03-13T20:04:05","date_gmt":"2022-03-13T11:04:05","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1240"},"modified":"2022-03-13T20:04:30","modified_gmt":"2022-03-13T11:04:30","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%82%aa%e3%83%a9%e3%82%af%e3%83%ab-nyseorcl-2022%e5%b9%b4%e7%ac%ac3%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1240","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30aa\u30e9\u30af\u30eb ( NYSE:ORCL )2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30aa\u30e9\u30af\u30eb ( NYSE:ORCL )2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3059\u3002<\/p>\n

\u58f2\u308a\u4e0a\u3052\u306f\u826f\u304b\u3063\u305f\u3067\u3059\u304cEPS\u3067\u30df\u30b9\u3057\u3066\u304a\u308a\u682a\u4fa1\u306f\u8edf\u8abf\u3067\u3059\u3002\u826f\u3044\u4f01\u696d\u3060\u3068\u601d\u3063\u3066\u307e\u3059\u304c\u3053\u306e\u5730\u5408\u3067\u3053\u306e\u6c7a\u7b97\u306a\u3089\u307e\u3060\u4e0b\u304c\u308b\u3068\u601d\u3046\u306e\u3067\u3042\u3048\u3066\u4eca\u8cb7\u3063\u3066\u3044\u304b\u306a\u304f\u3066\u3082\u826f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u3082\u3063\u3068\u4e0b\u304c\u308b\u3068\u601d\u3044\u307e\u3057\u305f\u3051\u3069\u305d\u308c\u307b\u3069\u4e0b\u304c\u3089\u306a\u304b\u3063\u305f\u306e\u3067\u4e0b\u5024\u3067\u72d9\u3063\u3066\u3044\u308b\u4eba\u3082\u591a\u3044\u306e\u304b\u3082\u3057\u308c\u3044\u306a\u3044\u3067\u3059\u306d\u3002<\/p>\n

\"\u30aa\u30e9\u30af\u30eb

\u30aa\u30e9\u30af\u30eb ( NYSE:ORCL )\u682a\u4fa1<\/p><\/div>\n

\u30aa\u30e9\u30af\u30eb ( NYSE:ORCL )2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

2022\u5e743\u670810\u65e5 17\u664200\u5206<\/p>\n

Call participants:
\nKen Bond — Senior Vice President
\nSafra Catz — Chief Executive Officer
\nLarry Ellison — Chairman and Chief Technology Officer
\nBrad Zelnick — Deutsche Bank — Analyst
\nRaimo Lenschow — Barclays Capital — Analyst
\nPhil Winslow — Credit Suisse — Analyst
\nKeith Weiss — Morgan Stanley — Analyst
\nKirk Materne — Evercore ISI — Analyst
\nMore ORCL analysis<\/p>\n

\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n

\u3053\u3093\u306b\u3061\u306f\u3002\u304a\u7acb\u3061\u5bc4\u308a\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30aa\u30e9\u30af\u30eb\u306e2022\u5e74\u7b2c3\u56db\u534a\u671f\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002\u305d\u308c\u3067\u306f\u3001\u672c\u65e5\u306e\u4f1a\u8b70\u3092\u30aa\u30e9\u30af\u30eb\u306e\u4e0a\u7d1a\u526f\u793e\u9577\u3001\u30b1\u30f3\u30fb\u30dc\u30f3\u30c9\u306b\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30b1\u30f3\u30fb\u30dc\u30f3\u30c9 — \u4e0a\u5e2d\u526f\u793e\u9577<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u30db\u30ea\u30fc\u3002\u7686\u3055\u3093\u3053\u3093\u306b\u3061\u306f\u3001\u30aa\u30e9\u30af\u30eb\u306e2022\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u306b\u3088\u3046\u3053\u305d\u3002GAAP\u304b\u3089\u975eGAAP\u3078\u306e\u8abf\u6574\u8868\u3084\u305d\u306e\u4ed6\u306e\u88dc\u8db3\u8ca1\u52d9\u60c5\u5831\u3092\u542b\u3080\u30d7\u30ec\u30b9\u30fb\u30ea\u30ea\u30fc\u30b9\u3068\u8ca1\u52d9\u8868\u306f\u3001\u6295\u8cc7\u5bb6\u5411\u3051\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u304b\u3089\u95b2\u89a7\u30fb\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001Oracle Cloud\u30b5\u30fc\u30d3\u30b9\u3092\u8cfc\u5165\u3057\u305f\u3001\u307e\u305f\u306f\u6700\u8fd1Oracle Cloud\u3067\u7a3c\u52d5\u3057\u305f\u591a\u304f\u306e\u9867\u5ba2\u306e\u30ea\u30b9\u30c8\u306f\u3001\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306e\u5f8c\u306b\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831Web\u30b5\u30a4\u30c8\u304b\u3089\u5165\u624b\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u306f\u3001\u4f1a\u9577\u517c\u6700\u9ad8\u6280\u8853\u8cac\u4efb\u8005\u306eLarry Ellison\u3068\u3001CEO\u306eSafra Catz\u304c\u51fa\u5e2d\u3057\u307e\u3059\u3002\u6ce8\u610f\u4e8b\u9805\u3068\u3057\u3066\u3001\u672c\u65e5\u306e\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u306b\u306f\u3001\u4e88\u6e2c\u3001\u671f\u5f85\u3001\u898b\u7a4d\u3082\u308a\u306a\u3069\u3001\u5c06\u6765\u306e\u898b\u901a\u3057\u3068\u307f\u306a\u3055\u308c\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u8a18\u8ff0\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u672c\u65e5\u306e\u30c7\u30a3\u30b9\u30ab\u30c3\u30b7\u30e7\u30f3\u3067\u306f\u3001\u3053\u308c\u3089\u306e\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3046\u308b\u3001\u5f53\u793e\u306e\u4e8b\u696d\u306b\u95a2\u3059\u308b\u91cd\u8981\u306a \u8981\u7d20\u3092\u3044\u304f\u3064\u304b\u63d0\u793a\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u3053\u308c\u3089\u306e\u5c06\u6765\u4e88\u60f3\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u306f\u3001\u30ea\u30b9\u30af\u3084\u4e0d\u78ba\u5b9f\u6027\u3092\u542b\u3093\u3067\u304a\u308a\u3001\u5b9f\u969b\u306e\u7d50\u679c\u306f\u672c\u65e5\u306e\u8a18\u8ff0\u3068\u5927\u304d\u304f\u7570\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u5f93\u3063\u3066\u3001\u3053\u308c\u3089\u306e\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u904e\u5ea6\u306b\u4fe1\u7528\u3057\u306a\u3044\u3088\u3046\u6ce8\u610f\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u5c06\u6765\u306e\u696d\u7e3e\u3084\u682a\u4fa1\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3046\u308b\u3053\u308c\u3089\u306e\u8981\u56e0\u3084\u305d\u306e\u4ed6\u306e\u30ea\u30b9\u30af\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u306e10-K\u304a\u3088\u307310-Q\u306a\u3069\u306e\u6700\u65b0\u306e\u5831\u544a\u66f8\u304a\u3088\u3073\u8a72\u5f53\u3059\u308b\u4fee\u6b63\u5831\u544a\u66f8\u3092\u3054\u89a7\u3044\u305f\u3060\u304f\u3088\u3046\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u305d\u3057\u3066\u6700\u5f8c\u306b\u3001\u5f53\u793e\u306f\u65b0\u305f\u306a\u60c5\u5831\u3084\u5c06\u6765\u306e\u4e8b\u8c61\u306b\u7167\u3089\u3057\u3066\u3001\u5f53\u793e\u306e\u696d\u7e3e\u3084\u3053\u308c\u3089\u306e\u5c06\u6765\u898b\u901a\u3057\u306b\u95a2\u3059\u308b\u8a18\u8ff0\u3092\u4fee\u6b63\u3059\u308b\u7fa9\u52d9\u3092\u8ca0\u3046\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u8cea\u554f\u3092\u53d7\u3051\u4ed8\u3051\u308b\u524d\u306b\u3001\u307e\u305a\u59cb\u3081\u306b\u7528\u610f\u3055\u308c\u305f\u8a00\u8449\u3092\u8ff0\u3079\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u30b5\u30fc\u30ca\u30fc\u306b\u95a2\u3059\u308b\u30b3\u30e1\u30f3\u30c8\u306f\u63a7\u3048\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u30b5\u30d5\u30e9\u306b\u96fb\u8a71\u3092\u304a\u56de\u3057\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

\u30b5\u30d5\u30e9\u30fb\u30ad\u30e3\u30c3\u30c4 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3001\u30b1\u30f3\u3002\u305d\u3057\u3066\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u307e\u305a\u3001\u30ed\u30b7\u30a2\u306e\u30a6\u30af\u30e9\u30a4\u30ca\u4fb5\u653b\u306b\u3088\u308a\u3001\u6771\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u60b2\u5287\u7684\u306a\u51fa\u6765\u4e8b\u304c\u8d77\u304d\u3066\u3044\u308b\u3053\u3068\u3092\u8a8d\u8b58\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30a6\u30af\u30e9\u30a4\u30ca\u306e\u5f93\u696d\u54e1\u3092\u652f\u63f4\u3057\u3001\u304a\u5ba2\u69d8\u3084\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u975e\u5e38\u306b\u61f8\u547d\u306b\u50cd\u3044\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u30ed\u30b7\u30a2\u306b\u304a\u3051\u308b\u3059\u3079\u3066\u306e\u30aa\u30e9\u30af\u30eb\u4e8b\u696d\u3092\u505c\u6b62\u3057\u3066\u304a\u308a\u30011\u9031\u9593\u4ee5\u4e0a\u524d\u306b\u305d\u308c\u3092\u5b9f\u65bd\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u30aa\u30e9\u30af\u30eb\u306e\u7b2c3\u56db\u534a\u671f\u306e\u696d\u7e3e\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002\u7279\u306b\u65ad\u3089\u306a\u3044\u9650\u308a\u3001\u6052\u5e38\u30c9\u30eb\u6210\u9577\u7387\u3092\u4f7f\u7528\u3057\u3066\u3001\u975eGAAP\u696d\u7e3e\u3092\u30ec\u30d3\u30e5\u30fc\u3057\u307e\u3059\u3002\u7dcf\u53ce\u76ca\u304c7%\u4ee5\u4e0a\u6210\u9577\u3057\u3001\u7d20\u6674\u3089\u3057\u3044\u56db\u534a\u671f\u3067\u3042\u3063\u305f\u3053\u3068\u306f\u660e\u3089\u304b\u3067\u3059\u3002\u7dcf\u53ce\u76ca\u306f\u79c1\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306e\u4e2d\u9593\u5024\u3092\u4e0a\u56de\u3063\u305f\u3060\u3051\u3067\u306a\u304f\u3001\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u3092\u958b\u59cb\u3057\u3066\u4ee5\u6765\u3001\u6700\u3082\u9ad8\u3044\u6709\u6a5f\u7684\u6210\u9577\u7387\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u3059\u3079\u3066\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u5e45\u5e83\u3044\u696d\u7e3e\u304c\u9054\u6210\u3055\u308c\u307e\u3057\u305f\u3002\u307e\u305f\u300110 \u5e74\u4ee5\u4e0a\u3076\u308a\u306b\u5168\u30bb\u30b0\u30e1\u30f3\u30c8\u304c\u6210\u9577\u3057\u307e\u3057\u305f\u3002\u30af\u30e9\u30a6\u30c9\u306e\u7dcf\u58f2\u4e0a\u9ad8\u306f\u5e74\u7387\u63db\u7b97\u3067112\u5104\u30c9\u30eb\u3068\u306a\u308a\u300126\uff05\u306e\u6210\u9577\u3092\u9042\u3052\u307e\u3057\u305f\u3002\u79c1\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u58f2\u4e0a\u306f20\uff05\u53f0\u534a\u3070\u306e\u6210\u9577\u3067\u5e74\u5ea6\u3092\u7d42\u3048\u3089\u308c\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u5f53\u56db\u534a\u671f\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u304a\u3088\u3073\u30e9\u30a4\u30bb\u30f3\u30b9\u30b5\u30dd\u30fc\u30c8\u306e\u7dcf\u58f2\u4e0a\u306f\u30018\uff05\u5897\u306e76\u5104\u30c9\u30eb\u3067\u3001\u4f1a\u793e\u5168\u4f53\u306e\u58f2\u4e0a\u306e73\uff05\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002GAAP\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u53ce\u5165\u306f\u3001\u904e\u53bb\u6700\u9ad8\u30ec\u30d9\u30eb\u306e10\uff05\u306e\u6709\u6a5f\u7684\u6210\u9577\u3092\u9042\u3052\u300132\u5104\u30c9\u30eb\u3068\u306a\u3063\u305f\u3002Fusion\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f29%\u5897\u3067\u3001\u6226\u7565\u7684\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5e74\u9593\u58f2\u4e0a\u9ad8\u306f51\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001Fusion ERP\u306f35%\u5897\u3001Fusion HCM\u306f22%\u5897\u3001NetSuite ERP\u306f29%\u5897\u3068\u300130%\u306e\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002GAAP\u30d9\u30fc\u30b9\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u30fb\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u58f2\u4e0a\u306f45\u5104\u30c9\u30eb\u3067\u30017\uff05\u5897\u3068\u306a\u308a\u3001\u524d\u56db\u534a\u671f\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u307e\u305f\u3001\u30ec\u30ac\u30b7\u30fc\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u3092\u9664\u304f\u3068\u3001\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306f60%\u4ee5\u4e0a\u306e\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306e\u53ce\u76ca\u6210\u9577\u7387\u306f\u3001\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u9ad8\u304f\u306a\u308b\u50be\u5411\u306b\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002Autonomous Database\u3092\u542b\u3080OCI\u306e\u6d88\u8cbb\u306f93%\u5897\u3067\u3001\u3053\u3061\u3089\u3082\u524d\u56db\u534a\u671f\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u30af\u30e9\u30a6\u30c9\u30fb\u30a2\u30c3\u30c8\u30fb\u30ab\u30b9\u30bf\u30de\u30fc\u306e\u7dcf\u53ce\u5165\u306f43%\u5897\u3067\u3001\u30af\u30e9\u30a6\u30c9\u30fb\u30a2\u30c3\u30c8\u30fb\u30ab\u30b9\u30bf\u30de\u30fc\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u306f3\u6841\u307e\u3067\u4f38\u3073\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30b5\u30dd\u30fc\u30c8\u3068\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u542b\u3080\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u306e\u58f2\u4e0a\u306f4\uff05\u5897\u3067\u3001\u3053\u308c\u3082\u524d\u56db\u534a\u671f\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u30e9\u30a4\u30bb\u30f3\u30b9\u53ce\u5165\u306f13\u5104\u30c9\u30eb\u3067\u30014\uff05\u5897\u52a0\u3057\u3001\u6280\u8853\u7cfb\u30d3\u30b8\u30cd\u30b9\u304c\u597d\u8abf\u3067\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5f53\u56db\u534a\u671f\u306e\u7dcf\u53ce\u76ca\u306f105\u5104\u30c9\u30eb\u3067\u30017%\u4ee5\u4e0a\u5897\u52a0\u3057\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u300110\u5e74\u4ee5\u4e0a\u306b\u308f\u305f\u3063\u3066\u6700\u3082\u9ad8\u3044\u6709\u6a5f\u7684\u6210\u9577\u7387\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002\u55b6\u696d\u8cbb\u7528\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306b\u5bfe\u3059\u308b\u9700\u8981\u306e\u9ad8\u307e\u308a\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306e\u6295\u8cc7\u306b\u3088\u308a\u3001\u5f53\u56db\u534a\u671f\u306b\u304a \u3044\u306610\uff05\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u304a\u3088\u3073\u30e9\u30a4\u30bb\u30f3\u30b9\u30fb\u30b5\u30dd\u30fc\u30c8\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f84\uff05\u3067\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u30c9\u30eb\u306f5\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u304a\u3088\u3073\u30e9\u30a4\u30bb\u30f3\u30b9\u30fb\u30b5\u30dd\u30fc\u30c8\u306e\u58f2\u4e0a\u7dcf\u5229\u76ca\u306e\u901a\u671f\u6210\u9577\u7387\u306f\u3001\u6628\u5e74\u3092\u4e0a\u56de\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u6765\u5e74\u306f\u3001\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306e\u6210\u9577\u30922\u6841\u306b\u62bc\u3057\u4e0a\u3052\u306a\u304c\u3089\u3001\u5229\u76ca\u6210\u9577\u3092\u7d99\u7d9a\u3059\u308b\u8a08\u753b\u3067\u3059\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u306f48\u5104\u30c9\u30eb\u3067\u3001\u6628\u5e74\u3088\u308a4\uff05\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u55b6\u696d\u5229\u76ca\u7387\u306f46\uff05\u3068\u306a\u308a\u3001\u7af6\u5408\u4ed6\u793e\u3092\u3059\u3079\u3066\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u4e00\u682a\u5f53\u308a\u5229\u76ca\u306f\u7d040.05\u30c9\u30eb\u306e\u60aa\u5f71\u97ff\u3092\u53d7\u3051\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u4e3b\u306b\u524d\u56db\u534a\u671f\u306e\u682a\u5f0f\u5e02\u5834\u306e\u5e83\u7bc4\u306a\u4f4e\u8ff7\u306b\u3088\u308b\u5f71\u97ff\u3092\u53d7\u3051\u305f\u682a\u5f0f\u6295\u8cc7\u306e\u682a\u4fa1\u4e0b\u843d\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u5f53\u56db\u534a\u671f\u306e\u975e GAAP \u65b9\u5f0f\u306b\u3088\u308b\u7a0e\u7387\u306f 19\uff05\u3068\u306a\u308a\u3001\u5f53\u793e\u306e\u57fa\u6e96\u7a0e\u7387\u306b\u4e00\u81f4\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u30011\u682a\u5f53\u308a\u5229\u76ca\u306f1.13\u30c9\u30eb\uff08\u7c73\u56fd\u4f1a\u8a08\u57fa\u6e96\uff09\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u30c9\u30eb\u3001\u6052\u5e38\u70ba\u66ff\u30ec\u30fc\u30c8\u30d9\u30fc\u30b9\u3067\u306f1\uff05\u5897\u52a0\u3001\u7c73\u30c9\u30eb\u30d9\u30fc\u30b9\u3067\u306f3\uff05\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002GAAP\u57fa\u6e96\u306e\u7a0e\u7387\u306f18.4\uff05\u3068\u306a\u308a\u3001\u57fa\u6e96\u7a0e\u7387\u3092\u82e5\u5e72\u4e0b\u56de\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001GAAP\u57fa\u6e96\u306e1\u682a\u5f53\u308a\u5229\u76ca\u306f0.84\u7c73\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n

\u904e\u53bb4\u56db\u534a\u671f\u306e\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f104\u5104\u30c9\u30eb\u3001\u540c\u671f\u9593\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f66\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002\u3044\u305a\u308c\u306e\u696d\u7e3e\u3082\u3001\u7b2c2\u56db\u534a\u671f\u306b\u4e00\u6642\u7684\u306b\u767a\u751f\u3057\u305f\u8a34\u8a1f\u8cbb\u7528\u306b\u3088\u308b\u30de\u30a4\u30ca\u30b9\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u904e\u53bb4\u56db\u534a\u671f\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u306f38\u5104\u30c9\u30eb\u3067\u3001\u7b2c3\u56db\u534a\u671f\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u306f11\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002\u307e\u305f\u3001\u4eca\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u306f40\u5104\u30c9\u30eb\u306e\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n

\u73fe\u5728\u3001\u73fe\u91d1\u304a\u3088\u3073\u6709\u4fa1\u8a3c\u5238\u306f230\u5104\u30c9\u30eb\u4ee5\u4e0a\u3042\u308a\u307e\u3059\u3002\u77ed\u671f\u7e70\u5ef6\u53ce\u76ca\u6b8b\u9ad8\u306f79\u5104\u30c9\u30eb\u3067\u30011\uff05\u5897\u52a0\u3057\u3001\u7e70\u5ef6\u53ce\u76ca\u7dcf\u984d\u306f6\uff05\u5897\u52a0\u3057\u307e\u3057\u305f\u3002RPO\uff08\u6b8b\u5b58\u5c65\u884c\u7fa9\u52d9\uff09\u306e\u6b8b\u9ad8\u306f385\u5104\u30c9\u30eb\u3067\u3001\u975e\u5e38\u306b\u597d\u8abf\u306a\u30d6\u30c3\u30ad\u30f3\u30b0\u306b\u3088\u308a\u3001\u6052\u5e38\u70ba\u66ff\u30ec\u30fc\u30c8\u30d9\u30fc\u30b9\u306713\uff05\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u4eca\u5f8c12\u30f5\u6708\u9593\u306b\u7d0459\uff05\u304c\u53ce\u76ca\u3068\u3057\u3066\u8a8d\u8b58\u3055\u308c\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n

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\u3044\u304f\u3064\u304b\u306e\u30dd\u30a4\u30f3\u30c8\u3092\u6319\u3052\u307e\u3059\u3002\u307e\u305a\u3001\u79c1\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3067\u306f\u3001\u30b5\u30fc\u30ca\u30fc\u304c\u7b2c4\u56db\u534a\u671f\u306b\u7d42\u7d50\u3057\u306a\u3044\u3053\u3068\u3092\u524d\u63d0\u3068\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u7b2c4\u56db\u534a\u671f\u4e2d\u306b\u7d42\u7d50\u3059\u308b\u53ef\u80fd\u6027\u3082\u5341\u5206\u306b\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u30b5\u30fc\u30ca\u30fc\u306f\u521d\u5e74\u5ea6\u306b\u5897\u53ce\u3068\u306a\u308b\u306f\u305a\u3067\u3059\u3002\u7b2c\u4e8c\u306b\u3001\u30af\u30e9\u30a6\u30c9\u306f\u57fa\u672c\u7684\u306b\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3088\u308a\u3082\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u30d3\u30b8\u30cd\u30b9\u3067\u3059\u3002<\/p>\n

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\u307e\u305f\u3001\u653f\u5e9c\u7cfb\u652f\u6255\u6a5f\u95a2\u3067\u3042\u308bSaskatchewan Health Authority\u3067\u306f\u3001ERP\u306e\u5951\u7d04\u3092\u7372\u5f97\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u3088\u3046\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306b\u5bfe\u3057\u3066\u3001\u533b\u7642\u3092\u81ea\u52d5\u5316\u3059\u308b\u305f\u3081\u306e\u5177\u4f53\u7684\u306a\u6a5f\u80fd\u3084\u7279\u5fb4\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u8ab0\u3082\u30d8\u30eb\u30b9\u30b1\u30a2\u3092\u30ed\u30fc\u30eb\u30a2\u30c3\u30d7\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u5916\u6765\u8a3a\u7642\u6240\u3001\u5165\u9662\u75c5\u9662\u3001\u652f\u6255\u8005\u3001\u88fd\u85ac\u4f1a\u793e\u3001\u533b\u7642\u6a5f\u5668\u306a\u3069\u3001\u8ab0\u3082\u304c\u3053\u306e\u90e8\u5206\u306b\u53d6\u308a\u7d44\u3093\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n

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\u304a\u5ba2\u69d8\u306f\u3001MySQL HeatWave\u304cAmazon Redshift\u3084Snowflake\u306e\u7d047\u500d\u306e\u901f\u3055\u3067\u30012\u500d\u304b\u30895\u500d\u306e\u4f4e\u30b3\u30b9\u30c8\u3067\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u767a\u63ee\u3059\u308b\u3053\u3068\u3092\u671f\u5f85\u3067\u304d\u308b\u3002Amazon Aurora\u306b\u5bfe\u3059\u308b\u30e1\u30ea\u30c3\u30c8\u306f\u3055\u3089\u306b\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002” “Snowflake\u306e\u3088\u3046\u306a\u65b0\u898f\u53c2\u5165\u4f01\u696d\u306f\u3001HeatWave\u3068\u306e\u7af6\u4e89\u529b\u3092\u4fdd\u3064\u305f\u3081\u306b\u3001\u30af\u30e9\u30a6\u30c9\u6280\u8853\u3092\u8fc5\u901f\u306b\u6539\u5584\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002” \u3053\u308c\u306f\u3059\u3079\u3066\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u8a00\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u4e00\u8a00\u4e00\u53e5\u9055\u308f\u305a\u306b\u8a00\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3082\u3001\u5f7c\u3089\u306f\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u696d\u754c\u3067\u6700\u3082\u8457\u540d\u306a\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u3067\u3059\u3002\u8981\u3059\u308b\u306b\u3001\u8003\u3048\u3089\u308c\u308b\u3059\u3079\u3066\u306e\u6e2c\u5b9a\u53ef\u80fd\u306a\u6307\u6a19\u306b\u304a\u3044\u3066\u3001\u7af6\u5408\u4ed6\u793e\u306b\u8ca0\u3051\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

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\u3053\u308c\u306a\u3089\u6587\u53e5\u306a\u3057\u3067\u3059”\u3002\u3053\u306e\u65b0\u3057\u3044\u5b8c\u5168\u306b\u900f\u660e\u306a\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306f — \u3061\u306a\u307f\u306b\u3001\u79c1\u305f\u3061\u306f\u3059\u3079\u3066\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092GitHub\u306b\u8f09\u305b\u3066\u3044\u307e\u3059\u3002\u30b3\u30fc\u30c9\u3082\u30c7\u30fc\u30bf\u3082\u3059\u3079\u3066\u516c\u958b\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u304a\u5ba2\u69d8\u306f\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u8a71\u3057\u3066\u3044\u308b\u3053\u308c\u3089\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u3059\u3079\u3066\u518d\u73fe\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u3084\u3063\u305f\u306e\u306f\u3001\u3053\u308c\u3067\u3059\u3002<\/p>\n

\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u5916\u306b\u51fa\u3066\u81ea\u5206\u305f\u3061\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u8d70\u3089\u305b\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u3001\u5f7c\u3089\u306f\u30b7\u30e7\u30c3\u30af\u3092\u53d7\u3051\u307e\u3057\u305f\u3002\u3053\u308c\u3089\u306e\u65b0\u3057\u3044\u3001\u5b8c\u5168\u306b\u900f\u660e\u306a\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u306f\u3001HeatWave\u304c\u4ed6\u306e\u3059\u3079\u3066\u306eMySQL\u3084\u30af\u30e9\u30a6\u30c9\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u5bfe\u3057\u3066\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u4fa1\u683c\u3001\u30b9\u30b1\u30fc\u30eb\u306e\u512a\u4f4d\u6027\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u5b9f\u8a3c\u3057\u3066\u3044\u307e\u3059\u3002\u660e\u3089\u304b\u306b\u3001\u30af\u30e9\u30a6\u30c9\u30c7\u30fc\u30bf\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u5e02\u5834\u306f\u307e\u3060\u6e96\u5099\u304c\u3067\u304d\u3066\u3044\u306a\u304b\u3063\u305f\u306e\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u4eca\u3001\u7af6\u5408\u4ed6\u793e\u306f\u7b54\u3048\u3092\u63a2\u3059\u305f\u3081\u306b\u5954\u8d70\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002MySQL\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u30aa\u30e9\u30af\u30eb\u306f\u3001Snowflake\u306a\u3069\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e5\u5206\u306e1\u306e\u30b3\u30b9\u30c8\u30677\u500d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3092\u63d0\u4f9b\u3059\u308bHeatWave\u306e\u63d0\u4f9b\u306b\u6295\u8cc7\u3059\u308b\u65b0\u305f\u306a\u7406\u7531\u3092\u63d0\u4f9b\u3057\u307e\u3057\u305f\u3002\u5927\u898f\u6a21\u306a\u30b9\u30b1\u30fc\u30eb\u30a2\u30a6\u30c8\u6a5f\u80fd\u3068\u3068\u3082\u306b\u3001\u3053\u306e\u7d44\u307f\u5408\u308f\u305b\u306b\u3088\u308a\u3001MySQL HeatWave\u306fSnowflake\u3092\u6eb6\u304b\u3057\u3001\u84b8\u767a\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5f15\u7528\u6587\u306f\u3001\u3059\u3079\u3066\u6587\u8108\u3001\u540d\u524d\u3001\u5f15\u7528\u6587\u306e\u3059\u3079\u3066\u306b\u304a\u3044\u3066\u3001\u7686\u69d8\u306b\u63d0\u4f9b\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u3089\u306f\u3059\u3079\u3066\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u8a00\u8449\u3067\u3059\u3002”\u5927\u898f\u6a21\u306a\u30b9\u30b1\u30fc\u30eb\u30a2\u30a6\u30c8\u6a5f\u80fd\u3092\u5408\u308f\u305b\u308b\u3068\u3001MySQL HeatWave\u306fSnowflake\u3092\u6eb6\u304b\u3057\u3001AQUA\u3067Amazon Redshift\u3092\u84b8\u767a\u3055\u305b\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002MySQL HeatWave\u306eTPC-H\u5206\u6790\u30c6\u30b9\u30c8\u306f\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u4e21\u65b9\u3067\u3001\u6587\u5b57\u901a\u308aAmazon\u306eRedshift with AQUA\u3092\u5439\u304d\u98db\u3070\u3057\u3066\u3044\u307e\u3059\u30026.8\u500d\u306e\u901f\u3055\u306847%\u306e\u30b3\u30b9\u30c8\u524a\u6e1b\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Amazon Redshift with AQUA\u306f18\u500d\u9045\u3044\u306e\u3067\u3001MySQL HeatWave\u306f17\u500d\u306e\u6027\u80fd\u300117\u500d\u306e\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u3044\u3046\u9a5a\u7570\u7684\u306a\u7d50\u679c\u3092\u51fa\u3057\u3066\u3044\u307e\u3059\u3002MySQL HeatWave with Autopilot\u306f\u3001AWS\u3001Azure\u3001Google\u3001Snowflake\u3088\u308a\u6570\u6bb5\u9ad8\u3044\u30cf\u30fc\u30c9\u30eb\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u8fba\u3067\u6b62\u3081\u3066\u3001\u30b5\u30d5\u30e9\u306b\u8a71\u3092\u623b\u3057\u307e\u3059\u306d\u3002<\/p>\n

\u30b1\u30f3\u30fb\u30dc\u30f3\u30c9 — \u30b7\u30cb\u30a2\u30fb\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n

\u30e9\u30ea\u30fc \u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30e9\u30ea\u30fc \u305d\u308c\u3067\u306f\u3001\u8cea\u7591\u5fdc\u7b54\u306e\u6e96\u5099\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n[\u672c\u65e5\u306e\u6700\u521d\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af\u3055\u3093\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af — \u30c9\u30a4\u30c4\u9280\u884c — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u52e2\u3044\u304c\u7d9a\u3044\u3066\u3044\u308b\u3053\u3068\u3001\u7279\u306b\u7d20\u6674\u3089\u3057\u3044\u9867\u5ba2\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u3001\u30e9\u30ea\u30fc\u3001\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b5\u30d5\u30e9\u306b\u7c21\u5358\u306a\u8cea\u554f\u3092\u3072\u3068\u3064\u3001\u305d\u3057\u3066\u3042\u306a\u305f\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30b5\u30d5\u30e9\u3001\u79c1\u306e\u30e2\u30c7\u30eb\u3092\u898b\u308b\u3068\u3001\u4eca\u671f\u306f\u904e\u53bb10\u5e74\u9593\u3067\u6700\u3082\u597d\u8abf\u306a\u65e2\u5b58\u4e8b\u696d\u58f2\u4e0a\u9ad8\u6210\u9577\u7387\u3092\u8a18\u9332\u3057\u305f\u3088\u3046\u306b\u898b\u3048\u307e\u3059\u304c\u3002<\/p>\n

\u79c1\u306e\u8a8d\u8b58\u304c\u9593\u9055\u3063\u3066\u3044\u306a\u3044\u304b\u3001\u898b\u9003\u3057\u3066\u3044\u306a\u3044\u304b\u3001\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n

Safra Catz — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3048\u3048\u3001\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u3053\u308c\u306f\u57fa\u672c\u7684\u306b\u3001\u79c1\u304c\u4ee5\u524d\u304b\u3089\u7686\u3055\u3093\u306b\u304a\u4f1d\u3048\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u304c\u3001\u5f53\u793e\u306e\u6700\u3082\u6210\u9577\u306e\u65e9\u3044\u30d3\u30b8\u30cd\u30b9\u3067\u3042\u308b\u30af\u30e9\u30a6\u30c9\u304c\u3001\u975e\u5e38\u306b\u5927\u304d\u304f\u306a\u3063\u3066\u304d\u3066\u3044\u308b\u305f\u3081\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u3055\u307e\u3056\u307e\u306a\u90e8\u5206\u304c25%\u300130%\u300140%\u300160%\u3068\u6210\u9577\u3057\u3001\u305d\u308c\u304c\u5927\u304d\u306a\u6570\u5b57\u306b\u306a\u308b\u3068\u3001\u3053\u308c\u306f\u5358\u306a\u308b\u8a08\u7b97\u306a\u306e\u3067\u3059\u304c\u3001\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u8d77\u3053\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u5358\u306a\u308b\u8a08\u7b97\u3067\u3059\u304c\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u5168\u4f53\u7684\u306a\u6210\u9577\u7387\u3092\u9ad8\u3081\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

Brad Zelnick — Deutsche Bank — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u30b5\u30d5\u30e9\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30e9\u30ea\u30fc \u73fe\u5728\u3001OCI\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3001\u7d44\u307f\u8fbc\u3093\u3067\u3044\u308bISP\u306e\u6570\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u4e16\u754c\u6700\u5927\u7d1a\u306e\u30b0\u30ed\u30fc\u30d0\u30ebSI\u306e\u3044\u304f\u3064\u304b\u3092\u5bfe\u8c61\u306b\u3057\u305f\u30d7\u30ed\u30b0\u30e9\u30e0\u3082\u3042\u308a\u307e\u3059\u306d\u3002OCI\u3067\u3069\u306e\u3088\u3046\u306b\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u7372\u5f97\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u5f93\u6765\u578b\u3068\u975e\u5f93\u6765\u578b\u306e\u30aa\u30e9\u30af\u30eb\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u69cb\u6210\u306b\u3064\u3044\u3066\u3001\u6700\u65b0\u60c5\u5831\u3092\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u4f7f\u7528\u4e8b\u4f8b\u304c\u3069\u306e\u3088\u3046\u306b\u9032\u5316\u3057\u3066\u3044\u308b\u306e\u304b\u3001\u307e\u305f\u3001\u305d\u306e\u7d44\u307f\u5408\u308f\u305b\u304c\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3057\u3066\u3044\u304f\u306e\u304b\u3092\u611f\u3058\u53d6\u3063\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

Larry Ellison — \u4f1a\u9577\u517cCTO\uff08\u6700\u9ad8\u6280\u8853\u8cac\u4efb\u8005<\/p>\n

\u307e\u3042\u3001\u5e83\u7bc4\u306b\u6e21\u3063\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002ERP\u306e\u9867\u5ba2\u304c\u30aa\u30e9\u30af\u30eb\u306b\u96c6\u307e\u3063\u3066\u304d\u3066\u3044\u308b\u306e\u3067\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u306e1\u3064\u3067\u3042\u308b\u5f53\u793e\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u306f\u3001\u5730\u7403\u4e0a\u3067\u6700\u5927\u306e\u9280\u884c\u306e1\u3064\u3068\u6c7a\u6e08\u30b7\u30b9\u30c6\u30e0\u3001B2B\u6c7a\u6e08\u30b7\u30b9\u30c6\u30e0\u3067\u5354\u696d\u3057\u3066\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9ERP\u306e\u5206\u91ce\u3067\u306f\u5727\u5012\u7684\u306a\u5f37\u3055\u3092\u8a87\u3063\u3066\u3044\u307e\u3059\u304c\u3001B2B\u3067\u306e\u8cfc\u5165\u306f\u3069\u3046\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002B2B\u306e\u8cfc\u5165\u3068\u306f\u3001\u6700\u65b0\u306e\u30af\u30e9\u30a6\u30c9\u306e\u4e16\u754c\u3067\u306f\u3001\u3042\u308bOracle ERP\u30b7\u30b9\u30c6\u30e0\u304c\u5225\u306eOracle ERP\u30b7\u30b9\u30c6\u30e0\u304b\u3089\u8cfc\u5165\u3059\u308b\u3053\u3068\u3092\u6307\u3057\u307e\u3059\u3002\u305d\u3057\u3066\u30012\u3064\u306eOracle ERP\u30b7\u30b9\u30c6\u30e0\u304c\u4e92\u3044\u306b\u4f1a\u8a71\u3059\u308bB2B\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u5316\u3057\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u3092\u81ea\u52d5\u5316\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u652f\u6255\u3044\u3082\u3067\u304d\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u305d\u3053\u3067\u79c1\u305f\u3061\u306f\u3001\u5927\u624b\u9280\u884c\u3068\u5927\u624b\u7269\u6d41\u4f1a\u793e\u3068\u5354\u529b\u3057\u3066\u3001ERP\u30d3\u30b8\u30cd\u30b9\u306e\u3053\u306e\u90e8\u5206\u3092\u81ea\u52d5\u5316\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002ERP\u304c\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u3059\u308b\u3068\u306f\u601d\u3063\u3066\u3082\u307f\u307e\u305b\u3093\u3067\u3057\u305f\u304c\u3001ERP\u30b7\u30b9\u30c6\u30e0\u540c\u58eb\u304c\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u4ecb\u3057\u3066\u4f1a\u8a71\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002B2B\u306e\u6c7a\u6e08\u30b7\u30b9\u30c6\u30e0\u3092\u30aa\u30f3\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u5927\u304d\u306a\u30d3\u30b8\u30cd\u30b9\u53ce\u76ca\u6a5f\u4f1a\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u9280\u884c\u3082\u53c2\u5165\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u306f\u3053\u3053\u306b\u3044\u308b\u306e\u3067\u3059\u304b\u3089\u3001\u7269\u6d41\u696d\u8005\u3082\u53c2\u5165\u3057\u3066\u304d\u307e\u3059\u3002ERP\u306e\u9867\u5ba2\u304cOracle\u306b\u96c6\u307e\u308a\u59cb\u3081\u308b\u3068\u3001\u96a3\u63a5\u3059\u308b\u3059\u3079\u3066\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u3001\u96a3\u63a5\u3059\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u6301\u3064\u3059\u3079\u3066\u306eISV\u306f\u3001ERP\u306e\u9867\u5ba2\u3068\u540c\u3058\u30af\u30e9\u30a6\u30c9\u306b\u5165\u308a\u305f\u3044\u3068\u601d\u3046\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u30a4\u30f3\u30c6\u30b0\u30ec\u30fc\u30bf\u30fc\u306f\u30af\u30e9\u30a6\u30c9\u306b\u7cbe\u901a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u306a\u305c\u306a\u3089\u3001\u30af\u30e9\u30a6\u30c9\u306f\u9867\u5ba2\u304c\u3044\u308b\u5834\u6240\u3067\u3042\u308a\u3001\u9867\u5ba2\u304c\u884c\u304f\u5834\u6240\u3067\u3082\u3042\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n

ISV\u3002\u3053\u306eISV\u306f\u975e\u5e38\u306b\u8208\u5473\u6df1\u3044\u5b58\u5728\u3067\u3059\u3002\u5de8\u5927\u9280\u884c\u3084\u5de8\u5927\u7269\u6d41\u4f01\u696d\u304c\u3001\u81ea\u793e\u306e\u7269\u6d41\u30b7\u30b9\u30c6\u30e0\u3084\u6c7a\u6e08\u30b7\u30b9\u30c6\u30e0\u3092\u30af\u30e9\u30a6\u30c9\u4e0a\u306b\u7f6e\u304d\u3001\u81ea\u793e\u306eERP\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u9593\u3067B2B\u53d6\u5f15\u3092\u884c\u3046\u3053\u3068\u306f\u3001\u3053\u308c\u307e\u3067\u8ab0\u3082\u8003\u3048\u3064\u304b\u306a\u304b\u3063\u305f\u5de8\u5927\u306a\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u3068\u8a00\u3048\u307e\u3059\u3002<\/p>\n

Brad Zelnick — Deutsche Bank — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u672c\u5f53\u306b\u52a9\u304b\u308a\u307e\u3059\u3002\u30e9\u30ea\u30fc\u3001\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3002\u307e\u305f\u3001\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u306e\u30e9\u30a4\u30e2\u30fb\u30ec\u30f3\u30b7\u30e7\u30fc\u3055\u3093\u304b\u3089\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Raimo Lenschow — \u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u904b\u3092\u8a66\u3057\u3066\u308b\u3093\u3060 \u30b5\u30d5\u30e9 \u4eca\u65e5\u51fa\u305fTikTok\u306e\u5642\u306b\u4f55\u304b\u30b3\u30e1\u30f3\u30c8\u306f\uff1f\u305d\u308c\u304b\u3089\u3001\u7b54\u3048\u305f\u304f\u306a\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c \u30e9\u30ea\u30fc\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30b7\u30b9\u30c6\u30e0\u3067\u306e\u6210\u529f\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u5f8c\u306b\u4eba\u3005\u304c\u300c\u3042\u3042\u3001\u3057\u307e\u3063\u305f\u3001\u672c\u5f53\u306b\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3093\u3060\u300d\u3068\u6c17\u3065\u3044\u305f\u3053\u3068\u304c\u539f\u52d5\u529b\u306b\u306a\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3064\u307e\u308a\u3001\u4e00\u6642\u7684\u306a\u30d6\u30fc\u30e0\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u3082\u3063\u3068\u6839\u5f37\u3044\u3082\u306e\u304c\u3042\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3072\u3068\u3064\u8a00\u3048\u308b\u3053\u3068\u306f\u3001TikTok\u306e\u7686\u3055\u3093\u3068\u306f\u7d20\u6674\u3089\u3057\u3044\u95a2\u4fc2\u3092\u7bc9\u3051\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u30e9\u30ea\u30fc\u30fb\u30a8\u30ea\u30bd\u30f3 — \u4f1a\u9577\u517cCTO\uff08\u6700\u9ad8\u6280\u8853\u8cac\u4efb\u8005<\/p>\n

\u305d\u3046\u3067\u3059\u306d\u3001\u79c1\u3082\u8cdb\u6210\u3067\u3059\u3002\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u3082\u30461\u3064\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u3053\u308c\u306f2000\u5e74\u306e\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u30d6\u30fc\u30e0\u306e\u3088\u3046\u306a\u3082\u306e\u3067\u3001\u4eba\u3005\u306f\u30af\u30e9\u30a6\u30c9\u3078\u306e\u79fb\u884c\u3092\u6025\u304e\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306f\u5e78\u3044\u306b\u3082\u9000\u6f6e\u3057\u59cb\u3081\u305f\u306e\u3067\u3001\u305d\u306e\u5f8c\u306f\u6e1b\u901f\u3059\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u304b\uff1f\u305d\u306e\u9006\u3067\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u307e\u3060\u521d\u671f\u6bb5\u968e\u306b\u3044\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9ERP\u304c\u30aa\u30f3\u30d7\u30ec\u30df\u30b9ERP\u3068\u3069\u3046\u9055\u3046\u306e\u304b\u3001\u307e\u3060\u7406\u89e3\u3055\u308c\u3066\u3044\u306a\u3044\u6bb5\u968e\u306a\u306e\u3067\u3059\u3002\u73fe\u4ee3\u793e\u4f1a\u3067\u306f\u3001\u307e\u3059\u307e\u3059\u591a\u304f\u306e\u4eba\u304c\u30af\u30e9\u30a6\u30c9ERP\u3092\u5229\u7528\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u4f55\u304b\u3092\u8cfc\u5165 — \u8abf\u9054\u3059\u308b\u5834\u5408\u3001\u5b9f\u969b\u306b\u306f1\u3064\u306eOracle ERP\u30b7\u30b9\u30c6\u30e0\u304c\u5225\u306eOracle ERP\u30b7\u30b9\u30c6\u30e0\u3068\u3084\u308a\u53d6\u308a\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u305d\u308c\u3092\u91d1\u878d — \u8ca1\u52d9\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u304a\u305d\u3089\u304f\u8907\u6570\u306e\u8ca1\u52d9\u30d1\u30fc\u30c8\u30ca\u30fc\u3001\u8907\u6570\u306e\u7269\u6d41\u30d1\u30fc\u30c8\u30ca\u30fc\u3092\u901a\u3058\u3066\u4fc3\u9032\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u81ea\u52d5\u5316\u3001\u8ca1\u52d9\u3001A\u304b\u3089B\u3078\u306e\u88fd\u54c1\u306e\u79fb\u52d5\u3001\u88fd\u54c1\u306e\u8ca1\u52d9\u3001\u7d0d\u671f\u306e\u628a\u63e1\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u3053\u3068\u306b\u5bfe\u5fdc\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u521d\u671f\u306e\u6bb5\u968e\u306b\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n

Oracle ERP Fusion\u306e\u9867\u5ba2\u306f1\u4e07\u793e\u3001NetSuite\u3092\u542b\u3081\u308b\u30683\u4e07\u793e\u8fd1\u304f\u306b\u4e0a\u308a\u307e\u3059\u304c\u3001\u307e\u3060\u307e\u3060\u521d\u671f\u6bb5\u968e\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3001\u305d\u306e\u30b9\u30d4\u30fc\u30c9\u306f\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u306e\u6210\u9577\u306f\u3001\u52a0\u901f\u5ea6\u7684\u306b\u3001\u52a0\u901f\u5ea6\u7684\u306b\u3001\u52a0\u901f\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u6210\u9577\u7387\u3092\u898b\u3066\u3082\u3001\u4e0b\u304c\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n

NetSuite\u3068Fusion\u306e\u6210\u9577\u7387\u304c2\u500d\u4ee5\u4e0a\u306b\u306a\u3063\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u300130\uff05\u53f0\u5f8c\u534a\u3001\u3064\u307e\u308a20\uff05\u53f0\u5f8c\u534a\u3068\u3044\u3046\u6210\u9577\u7387\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

Raimo Lenschow — \u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u3068\u3066\u3082\u697d\u3057\u307f\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30d5\u30a3\u30eb\u30fb\u30a6\u30a3\u30f3\u30b9\u30ed\u30fc\u304b\u3089\u3067\u3059\u3002<\/p>\n

Phil Winslow — Credit Suisse — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u8cea\u554f\u306e\u524d\u306b\u3001\u4eca\u671f\u3082\u6210\u9577\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4eca\u65e5\u306e\u539f\u7a3f\u306e\u4e2d\u3067\u3001\u79c1\u304c\u7279\u306b\u5370\u8c61\u306b\u6b8b\u3063\u305f\u30b3\u30e1\u30f3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u308c\u306f\u3001\u6765\u5e74\u306f\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306e\u6210\u9577\u30922\u6841\u306b\u62bc\u3057\u4e0a\u3052\u308b\u4e00\u65b9\u3067\u3001\u5229\u76ca\u3092\u4f38\u3070\u3057\u7d9a\u3051\u308b\u3068\u3044\u3046\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u904e\u53bb2\u56db\u534a\u671f\u306e6\uff05\u304b\u30898\uff05\u3078\u306e\u6210\u9577\u304b\u3089\u3055\u3089\u306b\u52a0\u901f\u3057\u305f\u3082\u306e\u3067\u3001\u7b2c4\u56db\u534a\u671f\u306e\u70ba\u66ff\u5909\u52d5\u8abf\u6574\u5f8c\u30d9\u30fc\u30b9\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3082\u540c\u69d8\u3067\u3059\u3002\u305d\u3053\u3067\u3001\u30b5\u30d5\u30e9\u3068\u30e9\u30ea\u30fc\u306b\u8cea\u554f\u3067\u3059\u304c\u3001\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30af\u30e9\u30a6\u30c9\u3068\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306a\u3069\u306e\u9593\u3067\u30012\u6841\u53f0\u306e\u52a0\u901f\u3092\u7d99\u7d9a\u3057\u3001\u304b\u3064\u3001\u304a\u3063\u3057\u3083\u308b\u3088\u3046\u306b\u5229\u76ca\u3092\u6210\u9577\u3055\u305b\u308b\u81ea\u4fe1\u304c\u3042\u308b\u304b\u3069\u3046\u304b\u3001\u8aac\u660e\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u305b\u3093\u304b\u3002<\/p>\n

\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3054\u89a7\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u591a\u304f\u306e\u6295\u8cc7\u3092\u884c\u3063\u3066\u304d\u307e\u3057\u305f\u3002\u57fa\u672c\u7684\u306b\u3001\u4eca\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u306f\u6628\u5e74\u306e2\u500d\u3067\u3059\u304c\u3001\u3053\u308c\u306f\u4e16\u754c\u4e2d\u306b\u591a\u304f\u306e\u80fd\u529b\u3092\u6295\u5165\u3057\u3066\u304d\u305f\u305f\u3081\u3067\u3059\u3002\u540c\u6642\u306b\u3001\u53ce\u76ca\u3082\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u904e\u53bb\u6570\u5e74\u9593\u306f\u3001\u4e8b\u696d\u306e\u91cd\u8981\u306a\u90e8\u5206\u304c\u7e2e\u5c0f\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u4eca\u3001\u4f8b\u3048\u3070\u3053\u306e\u56db\u534a\u671f\u306b\u3054\u89a7\u3044\u305f\u3060\u3044\u305f\u3088\u3046\u306b\u3001\u3059\u3079\u3066\u306e\u30d3\u30b8\u30cd\u30b9\u30e9\u30a4\u30f3\u304c\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u307e\u3056\u307e\u306a\u4e8b\u696d\u3067\u58f2\u4e0a\u304c\u4f38\u3073\u3066\u304a\u308a\u3001\u306a\u304b\u306b\u306f100\uff05\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308b\u3082\u306e\u3082\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u307b\u3068\u3093\u3069\u306e\u30d3\u30b8\u30cd\u30b9\u304c\u6210\u9577\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

\u305d\u306e\u305f\u3081\u3001\u30cd\u30ac\u30c6\u30a3\u30d6\u306a\u8981\u7d20\u306f\u304b\u306a\u308a\u5c11\u306a\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u3088\u3046\u306a\u3082\u306e\u306f\u3001\u4eca\u3067\u306f\u975e\u5e38\u306b\u5c11\u306a\u3044\u6570\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30e9\u30a4\u30bb\u30f3\u30b9\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u4eca\u671f\u3082\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f9%\u5897\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u30af\u30e9\u30a6\u30c9\u30d3\u30b8\u30cd\u30b9\u306f\u7d76\u5bfe\u7684\u306a\u5f79\u5272\u3092\u62c5\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

ERP\u3084HCM\u306f\u3082\u3061\u308d\u3093\u306e\u3053\u3068\u3001OCI\u30b9\u30c8\u30ec\u30fc\u30c8\u3084Autonomous Database\u306a\u3069\u3001\u3059\u3067\u306b\u6570\u5b57\u3067\u3054\u89a7\u3044\u305f\u3060\u3051\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u4e8b\u696d\u306f\u3059\u3079\u3066\u6210\u9577\u3057\u3066\u304a\u308a\u3001\u898f\u6a21\u3082\u5927\u304d\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u7e2e\u5c0f\u3057\u3066\u3044\u308b\u90e8\u5206\u306f…\u307e\u305a\u3001\u7e2e\u5c0f\u306f\u304b\u306a\u308a\u5c11\u306a\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u6210\u9577\u3057\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u3042\u308b\u7a0b\u5ea6\u7de9\u3093\u3067\u3059\u3079\u3066\u306e\u30d6\u30c3\u30ad\u30f3\u30b0\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308c\u3070\u3001\u3042\u3089\u3086\u308b\u5834\u6240\u3067\u6210\u9577\u304c\u671f\u5f85\u3067\u304d\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306b\u3001\u6765\u5e74\u306f\u975e\u5e38\u306b\u660e\u308b\u3044\u898b\u901a\u3057\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

Phil Winslow — Credit Suisse — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u6b21\u306e\u8cea\u554f\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u8a3c\u5238\u306e\u30ad\u30fc\u30b9\u30fb\u30ef\u30a4\u30b9\u6c0f\u304b\u3089\u3067\u3059\u3002<\/p>\n

Keith Weiss — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u7d20\u6674\u3089\u3057\u3044\u3002\u305d\u3057\u3066\u3001\u7d20\u6674\u3089\u3057\u3044\u56db\u534a\u671f\u306b\u306a\u3063\u305f\u3053\u3068\u3092\u795d\u798f\u3057\u307e\u3059\u3002\u305d\u306e\u52e2\u3044\u304c\u4eca\u3001\u696d\u7e3e\u306b\u8868\u308c\u3066\u3044\u308b\u306e\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u524d\u56db\u534a\u671f\u3067\u306f\u3001\u7279\u306b\u9280\u884c\u3084\u30d8\u30eb\u30b9\u30b1\u30a2\u3068\u3044\u3063\u305f\u5782\u76f4\u7684\u306a\u5206\u91ce\u3078\u306e\u6ce8\u529b\u3092\u5f37\u3081\u3066\u3044\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u3088\u304f\u8a71\u3057\u3066\u3044\u307e\u3057\u305f\u306d\u3002<\/p>\n

\u4eca\u671f\u306f\u3001\u305d\u306e\u5782\u76f4\u7d71\u5408\u306e\u4e00\u90e8\u3092\u5c55\u958b\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002\u5782\u76f4\u7d71\u5408\u3092\u3069\u306e\u3088\u3046\u306b\u69cb\u7bc9\u3057\u3001\u5b9f\u73fe\u3059\u308b\u306e\u304b\u3001\u305d\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3064\u3044\u3066\u3082\u3046\u5c11\u3057\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u305d\u306e\u52aa\u529b\u306e\u3046\u3061\u3001\u3069\u306e\u7a0b\u5ea6\u304c\u5782\u76f4\u7d71\u5408\u578b\u88fd\u54c1\u306e\u958b\u767a\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u305d\u306e\u3046\u3061\u306e\u3069\u306e\u7a0b\u5ea6\u304c\u65b0\u3057\u3044\u5e02\u5834\u958b\u62d3\u6226\u7565\u306a\u306e\u304b\u3001\u3042\u308b\u3044\u306f\u5782\u76f4\u7d71\u5408\u306e\u305f\u3081\u306e\u5e02\u5834\u958b\u62d3\u6226\u7565\u306e\u8abf\u6574\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3053\u306e2\u3064\u306e\u5074\u9762\u3067\u3069\u308c\u3060\u3051\u306e\u4f5c\u696d\u304c\u6b8b\u3055\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n

\u30e9\u30ea\u30fc\u30fb\u30a8\u30ea\u30bd\u30f3 — \u4f1a\u9577\u517cCTO\uff08\u6700\u9ad8\u6280\u8853\u8cac\u4efb\u8005<\/p>\n

\u3068\u3044\u3046\u306e\u3082\u3001\u7686\u3055\u3093\u306f\u30d8\u30eb\u30b9\u30b1\u30a2\u3092\u5782\u76f4\u578b\u3068\u8003\u3048\u308b\u3067\u3057\u3087\u3046\u3057\u3001\u30b5\u30fc\u30ca\u30fc\u3082\u78ba\u304b\u306b\u5782\u76f4\u578b\u3067\u3001\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u7af6\u5408\u3059\u308b\u58ee\u5927\u306a\u3082\u306e\u3060\u304b\u3089\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u4eba\u3005\u306f\u305d\u308c\u3092\u3001\u307e\u3042\u3001\u30d8\u30eb\u30b9\u30b1\u30a2\u3060\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u306f\u30d8\u30eb\u30b9\u30b1\u30a2\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u88fd\u85ac\u4f1a\u793e\u306b\u306f\u81e8\u5e8a\u8a66\u9a13\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u88fd\u85ac\u4f1a\u793e\u304c\u304a\u91d1\u3092\u51fa\u3057\u3066\u5b9f\u65bd\u3059\u308b\u81e8\u5e8a\u8a66\u9a13\u3092\u7d71\u5408\u3057\u305f\u3044\u306e\u3067\u3057\u3087\u3046\u304c\u3001\u5b9f\u306f\u305d\u3046\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u5b9f\u969b\u306b\u306f\u305d\u3046\u3067\u306f\u306a\u304f\u3001\u533b\u7642\u63d0\u4f9b\u8005\u304c\u81e8\u5e8a\u8a66\u9a13\u3092\u904b\u55b6\u3057\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306f……\u8ab0\u3082\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u3092\u5b9f\u73fe\u3057\u3088\u3046\u3068\u3057\u305f\u3053\u3068\u306f\u306a\u3044\u3093\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3054\u8cea\u554f\u306b\u304a\u7b54\u3048\u3059\u308b\u3068\u3001\u79c1\u305f\u3061\u306f\u75c5\u9662\u5411\u3051\u306eHCM\u30b7\u30b9\u30c6\u30e0\u3092\u5927\u5e45\u306b\u5f37\u5316\u3057\u3001\u90313\u65e5\u307e\u305f\u306f\u90314\u65e5\u52e4\u52d9\u306e\u770b\u8b77\u5e2b\u3084\u3001\u3044\u304f\u3064\u304b\u306e\u7570\u306a\u308b\u75c5\u9662\u3067\u52e4\u52d9\u3059\u308b\u533b\u5e2b\u3092\u62b1\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306a\u72ec\u7acb\u3057\u305f\u8acb\u8ca0\u696d\u8005\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7d44\u3080\u306e\u306f\u3001\u975e\u5e38\u306b\u8907\u96d1\u3067\u3059\u3002\u75c5\u9662\u304c\u72ec\u7acb\u3057\u305f\u8acb\u8ca0\u696d\u8005\u306e\u96c6\u307e\u308a\u3060\u3068\u306f\u601d\u308f\u306a\u3044\u3067\u3057\u3087\u3046\u304c\u3001\u30d5\u30eb\u30bf\u30a4\u30e0\u52b4\u50cd\u8005\u3068\u72ec\u7acb\u3057\u305f\u8acb\u8ca0\u696d\u8005\u304c\u3044\u308b\u308f\u3051\u3067\u3001\u5f7c\u3089\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7d44\u3080\u306e\u306f\u8907\u96d1\u306a\u306e\u3067\u3059\u3002\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u7ba1\u7406\u3082\u8907\u96d1\u3067\u3059\u3057\u3001\u7d66\u4e0e\u306e\u652f\u6255\u3044\u3082\u8907\u96d1\u3067\u3059\u3002\u4e2d\u306b\u306f\u52b4\u50cd\u7d44\u5408\u306e\u3042\u308b\u3068\u3053\u308d\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u898f\u5247\u3082\u8907\u96d1\u3067\u3059\u3002\u305d\u3053\u3067\u79c1\u305f\u3061\u306f\u3001\u75c5\u9662\u304c\u52b4\u50cd\u529b\u3092\u7ba1\u7406\u3057\u3084\u3059\u304f\u3059\u308b\u305f\u3081\u306b\u3001\u696d\u754c\u7279\u6709\u306e\u6a5f\u80fd\u3092\u5927\u91cf\u306b\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u3002\u5728\u5eab\u7ba1\u7406\u3067\u306f\u3001\u75c5\u9662\u306e\u5728\u5eab\u306f\u5009\u5eab\u306b\u3042\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u75c5\u9662\u306e\u5728\u5eab\u3001\u3064\u307e\u308a\u85ac\u5264\u306f\u3001\u75c5\u9662\u5185\u306e\u3042\u3061\u3053\u3061\u306b\u6563\u3089\u3070\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30ca\u30fc\u30b9\u30b9\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u306f\u85ac\u5264\u304c\u7f6e\u3044\u3066\u3042\u308a\u307e\u3059\u3002\u30c8\u30e9\u30cd\u30ad\u30b5\u30e0\u9178\u3068\u3044\u3046\u8208\u5473\u6df1\u3044\u85ac\u5264\u304c\u3042\u308a\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u51fa\u8840\u3092\u6b62\u3081\u308b\u305f\u3081\u306b\u4f7f\u308f\u308c\u308b\u3082\u306e\u3067\u3059\u3002\u3067\u3082\u3001\u8ab0\u304b\u304c\u51fa\u8840\u3057\u3066\u3044\u308b\u306e\u306b\u3001\u5009\u5eab\u306b\u884c\u3063\u3066\u85ac\u3092\u63a2\u3059\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u3059\u3050\u306b\u898b\u3064\u3051\u3089\u308c\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3057\u3001\u624b\u8853\u5ba4\u306e\u8fd1\u304f\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u624b\u8853\u5ba4\u306e\u8fd1\u304f\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3057\u3001\u96c6\u4e2d\u6cbb\u7642\u5ba4\u306e\u8fd1\u304f\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n

\u3067\u3059\u304b\u3089\u3001\u5728\u5eab\u306f\u75c5\u9662\u5168\u4f53\u306b\u5206\u6563\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u3059\u3079\u3066\u306e\u5728\u5eab\u306bRFID\u30bf\u30b0\u3092\u53d6\u308a\u4ed8\u3051\u3001\u975e\u5e38\u306b\u7d20\u65e9\u304f\u7269\u3092\u898b\u3064\u3051\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u5728\u5eab\u306e\u53d6\u308a\u6271\u3044\u65b9\u6cd5\u306f\u3001\u75c5\u9662\u5411\u3051\u306b\u7279\u5225\u306b\u5f37\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u307b\u304b\u306b\u3082\u3001\u307e\u3060\u307e\u3060\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u533b\u5e2b\u304c\u884c\u3046\u3053\u3068\u306e\u3072\u3068\u3064\u306b\u3001\u691c\u67fb\u3092\u8a31\u53ef\u3059\u308b\u524d\u3001\u60a3\u8005\u306b\u85ac\u3092\u51e6\u65b9\u3059\u308b\u3053\u3068\u3092\u8a31\u53ef\u3059\u308b\u524d\u306b\u3001\u4fdd\u967a\u4f1a\u793e\u304c\u305d\u306e\u8cbb\u7528\u3092\u652f\u6255\u3046\u304b\u3069\u3046\u304b\u3092\u78ba\u8a8d\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u533b\u5e2b\u3084\u75c5\u9662\u306f\u4fdd\u967a\u4f1a\u793e\u3068\u306e\u4ea4\u6e09\u306b\u591a\u304f\u306e\u6642\u9593\u3092\u8cbb\u3084\u3057\u307e\u3059\u3002\u3055\u3066\u3001\u3053\u306e\u75c7\u72b6\u304b\u3089\u3059\u308b\u3068\u3001\u3053\u306e\u691c\u67fb\u306f\u304a\u91d1\u3092\u6255\u3063\u3066\u3082\u3089\u3048\u308b\u3060\u308d\u3046\u304b\uff1f\u30a4\u30a8\u30b9\u304b\u30ce\u30fc\u304b\uff1f\u3053\u306e\u75c7\u72b6\u306a\u3089\u3001\u3053\u306e\u85ac\u306b\u304a\u91d1\u3092\u51fa\u3057\u3066\u3082\u3089\u3063\u3066\u3082\u3044\u3044\u3067\u3059\u304b\uff1f\u30a4\u30a8\u30b9\u304b\u30ce\u30fc\u304b\uff1f\u79c1\u305f\u3061\u306f\u3001\u652f\u6255\u8005\u3068\u533b\u7642\u63d0\u4f9b\u8005\u306e\u9593\u306e\u3084\u308a\u3068\u308a\u3092\u81ea\u52d5\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306e\u3084\u308a\u53d6\u308a\u3092\u81ea\u52d5\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u696d\u754c\u7279\u6709\u306e\u6a5f\u80fd\u3092\u305f\u304f\u3055\u3093\u8ffd\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u3060\u304b\u3089\u3053\u305d\u3001\u5de8\u5927\u306a\u7523\u696d\u3067\u3042\u308b\u30d8\u30eb\u30b9\u30b1\u30a2\u3092\u5dfb\u304d\u8fbc\u3080\u306e\u306b\u9069\u3057\u305f\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3044\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u8ab0\u3082\u3084\u3063\u305f\u3053\u3068\u304c\u306a\u3044\u3053\u3068\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306f\u3059\u3079\u3066\u306e\u30d4\u30fc\u30b9\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u652f\u6255\u3044\u306b\u95a2\u3059\u308b\u3059\u3079\u3066\u306e\u65ad\u7247\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u4fdd\u967a\u4f1a\u793e\u306e\u591a\u304f\u306f\u81ea\u52d5\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

HCM\u306f\u5f93\u696d\u54e1\u306e\u7ba1\u7406\u3092\u652f\u63f4\u3057\u307e\u3059\u3002ERP\u306f\u5728\u5eab\u7ba1\u7406\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u305d\u3057\u3066\u307e\u3082\u306a\u304f\u3001\u60a3\u8005\u3055\u3093\u3078\u306e\u30b1\u30a2\u63d0\u4f9b\u3092\u652f\u63f4\u3059\u308bCerner\u3092\u5c0e\u5165\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u88fd\u85ac\u4f1a\u793e\u5411\u3051\u306e\u81e8\u5e8a\u8a66\u9a13\u30b7\u30b9\u30c6\u30e0\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u3059\u3079\u3066\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u6301\u3061\u3001\u3059\u3079\u3066\u306e\u30d4\u30fc\u30b9\u3092\u76f8\u4e92\u63a5\u7d9a\u3057\u3066\u3001\u3053\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u521d\u3081\u3066\u52b9\u7387\u7684\u306b\u6a5f\u80fd\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u305d\u3057\u3066\u5b9f\u969b\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u3063\u3066\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u3088\u3046\u306a\u7d71\u5408\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u3092\u5207\u5b9f\u306b\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3057\u305f\u3002<\/p>\n

Keith Weiss — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3048\u3048\u3001\u305d\u308c\u304c\u3059\u3079\u3066\u63c3\u3048\u3070\u3001\u5927\u898f\u6a21\u306a\u30d0\u30ea\u30e5\u30fc\u30a2\u30f3\u30ed\u30c3\u30af\u306b\u306a\u308a\u305d\u3046\u3067\u3059\u306d\u3002<\/p>\n

\u30e9\u30ea\u30fc\u30fb\u30a8\u30ea\u30bd\u30f3 — \u4f1a\u9577\u517cCTO\uff08\u6700\u9ad8\u6280\u8853\u8cac\u4efb\u8005<\/p>\n

\u79c1\u306f\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u4eca\u3001\u305d\u306e\u9014\u4e0a\u306b\u3042\u308b\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u30aa\u30e9\u30af\u30eb\u306b\u3068\u3063\u3066\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u5927\u304d\u3044\u3002\u3067\u3082\u5b9f\u306f\u3001\u3053\u308c\u306f…\u5c11\u306a\u304f\u3068\u3082\u79c1\u500b\u4eba\u306b\u3068\u3063\u3066\u306f\u3001\u3053\u308c\u306f\u4f7f\u547d\u306a\u3093\u3067\u3059\u3002<\/p>\n

\u4e16\u754c\u4e2d\u306e\u3059\u3079\u3066\u306e\u60a3\u8005\u3055\u3093\u306b\u3001\u83ab\u5927\u306a\u5229\u76ca\u3092\u3082\u305f\u3089\u3059\u3068\u601d\u3046\u3093\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3053\u308c\u3092\u3084\u3089\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u3063\u3066\u3001\u79c1\u305f\u3061\u306e\u533b\u7642\u30b7\u30b9\u30c6\u30e0\u306e\u3055\u307e\u3056\u307e\u306a\u5f31\u70b9\u304c\u660e\u3089\u304b\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u305d\u306e\u5f31\u70b9\u306b\u5bfe\u51e6\u3059\u308b\u6280\u8853\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u305d\u308c\u3092\u5b9f\u884c\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n

\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3082\u30461\u3064\u3060\u3051\u8a00\u308f\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u5f53\u793e\u306b\u306f\u88fd\u54c1\u304c\u3042\u308a\u3001\u7af6\u5408\u4ed6\u793e\u306b\u306f\u88fd\u54c1\u304c\u306a\u3044\u5782\u76f4\u7684\u306a\u7523\u696d\u304c\u6570\u591a\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306f\u3001\u79c1\u305f\u3061\u306e\u4ed5\u4e8b\u306e\u9032\u3081\u65b9\u306e\u4e2d\u6838\u3092\u306a\u3059\u3082\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u5c0f\u58f2\u696d\u8005\u3068\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u307e\u3059\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u3002\u96fb\u529b\u4f1a\u793e\u3068\u3082\u53d6\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u5efa\u8a2d\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u306e\u5206\u91ce\u3067\u3082\u6d3b\u8e8d\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001ERP\u30b7\u30b9\u30c6\u30e0\u3092\u5c11\u3057\u5909\u66f4\u3057\u3066\u3001\u3053\u306e\u696d\u754c\u306b\u53c2\u5165\u3057\u305f\u3068\u8a00\u3046\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u306e\u3088\u3046\u306a\u88fd\u54c1\u3092\u4f7f\u3048\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u304a\u5ba2\u69d8\u306b\u3068\u3063\u3066\u7d20\u6674\u3089\u3057\u3044\u4fa1\u5024\u3092\u3082\u305f\u3089\u3059\u306e\u3067\u3059\u3002<\/p>\n

Keith Weiss — Morgan Stanley — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u305d\u308c\u3067\u306f\u6700\u5f8c\u306b\u3001Evercore ISI \u306e\u30ab\u30fc\u30af\u30fb\u30de\u30c6\u30eb\u30cd\u304b\u3089\u8cea\u554f\u3092\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002<\/p>\n

Kirk Materne — Evercore ISI — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30b5\u30d5\u30e9\u3001\u9867\u5ba2\u306b\u304a\u3051\u308b\u30af\u30e9\u30a6\u30c9\u306e\u5f37\u3055\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002\u305d\u308c\u306b\u3064\u3044\u3066\u30012\u3064\u3060\u3051\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u9867\u5ba2\u5411\u3051\u30af\u30e9\u30a6\u30c9\u304c\u3001Autonomous Database \u306e\u63a1\u7528\u306e\u5148\u884c\u6307\u6a19\u3068\u306a\u308b\u3053\u3068\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308c\u3070\u3088\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u308f\u305f\u3063\u3066\u3053\u306e\u5206\u91ce\u306e\u696d\u7e3e\u3092\u52a0\u901f\u3055\u305b\u308b\u4e0a\u3067\u3001\u4f9b\u7d66\u9762\u3067\u306e\u5236\u7d04\u304c\u5c11\u3057\u7de9\u548c\u3055\u308c\u59cb\u3081\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4 — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n

\u3053\u306e2\u5e74\u9593\u306f\u672c\u5f53\u306b\u5927\u5909\u3067\u3057\u305f\u304c\u3001\u79c1\u306f\u3053\u306e\u30c1\u30fc\u30e0\u3092\u3068\u3066\u3082\u8a87\u308a\u306b \u601d\u3063\u3066\u3044\u307e\u3059\u3002\u7d20\u6674\u3089\u3057\u3044\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u306e\u95a2\u4fc2\u304c\u3042\u3063\u305f\u304b\u3089\u3053\u305d\u3001\u30af\u30e9\u30a6\u30c9\u306e\u69cb\u7bc9\u3082\u3001\u304a\u5ba2\u3055\u307e\u3078\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u63d0\u4f9b\u3082\u53ef\u80fd\u306b\u306a\u3063\u305f\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3059\u3079\u3066\u306e\u30cb\u30fc\u30ba\u306b\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u305a\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u30d0\u30c3\u30af\u30ed\u30b0\u3092\u62b1\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u306f\u307e\u3063\u305f\u304f\u305d\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n

\u3053\u306e\u30d0\u30c3\u30af\u30ed\u30b0\u306f\u3001\u79c1\u306b\u975e\u5e38\u306b\u5927\u304d\u306a\u53ef\u8996\u6027\u3092\u4e0e\u3048\u3066\u304f\u308c\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u3053\u308c\u3089\u306e\u304a\u5ba2\u69d8\u306f\u3001\u304a\u5ba2\u69d8\u5148\u3067\u30af\u30e9\u30a6\u30c9\u304c\u6b32\u3057\u3044\u3001\u3042\u308b\u3044\u306f\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u304c\u6b32\u3057\u3044\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u3092\u304a\u5ba2\u69d8\u306e\u65bd\u8a2d\u306b\u5c0e\u5165\u3059\u308b\u307e\u3067\u306e\u898b\u901a\u3057\u304c\u7acb\u3064\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u73fe\u5b9f\u306b\u306f\u591a\u304f\u306e\u3053\u3068\u304c\u540c\u6642\u306b\u9032\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u56fd\u969b\u7684\u306b\u30af\u30e9\u30a6\u30c9\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u3068\u307e\u3063\u305f\u304f\u540c\u3058\u6a5f\u80fd\u3092\u6301\u3064\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30e9\u30a6\u30c9\u3082\u591a\u6570\u69cb\u7bc9\u3057\u3066\u304a\u308a\u3001\u7279\u5225\u306a\u898f\u5236\u8981\u4ef6\u3084\u30c7\u30fc\u30bf\u4e3b\u6a29\u306a\u3069\u3092\u5fc5\u8981\u3068\u3059\u308b\u304a\u5ba2\u69d8\u306e\u305f\u3081\u306b\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3059\u3079\u3066\u306e\u4eba\u306e\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u3084\u30e9\u30ea\u30fc\u304b\u3089\u805e\u3053\u3048\u3066\u304f\u308b\u4fe1\u3058\u3089\u308c\u306a\u3044\u3088\u3046\u306a\u697d\u89b3\u7684\u306a\u898b\u89e3\u306f\u3001\u79c1\u305f\u3061\u306e\u3068\u3053\u308d\u306b\u3084\u3063\u3066\u304d\u3066\u3001\u79c1\u305f\u3061\u304c\u6271\u3063\u3066\u304d\u305f\u81a8\u5927\u306a\u9700\u8981\u3068\u3001\u305d\u308c\u3092\u3069\u306e\u3088\u3046\u306b\u63d0\u4f9b\u3059\u308b\u304b\u3068\u3044\u3046\u898b\u901a\u3057\u304c\u3067\u304d\u3066\u3044\u308b\u304b\u3089\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3060\u304b\u3089\u4eca\u3001\u79c1\u306f\u65b0\u805e\u3092\u8aad\u3093\u3067\u3044\u307e\u3059 — \u5b9f\u306f\u65b0\u805e\u306f\u8aad\u3093\u3067\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u4ee5\u524d\u306f\u65b0\u805e\u3060\u3063\u305f\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3092\u8aad\u3093\u3067\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u3001\u8d77\u304d\u3066\u3044\u308b\u3053\u3068\u306f\u3059\u3079\u3066\u898b\u3066\u3044\u307e\u3059\u3002\u3067\u3082\u3001\u79c1\u306e\u30c1\u30fc\u30e0\u306e\u5b9f\u884c\u529b\u306b\u306f\u975e\u5e38\u306b\u81ea\u4fe1\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n

\u672c\u65e5\u306e\u8cea\u7591\u5fdc\u7b54\u306f\u4ee5\u4e0a\u3068\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002\u6700\u5f8c\u306b\u3001\u7d4c\u55b6\u9663\u304b\u3089\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30b1\u30f3\u30fb\u30dc\u30f3\u30c9 — \u30b7\u30cb\u30a2\u30fb\u30f4\u30a1\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3001\u30db\u30ea\u30fc \u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306e\u97f3\u58f0\u518d\u751f\u306f\u3001\u5f53\u793e\u306eIR\u30b5\u30a4\u30c8\u306b\u306624\u6642\u9593\u3054\u5229\u7528\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u672c\u65e5\u306f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u3001\u30db\u30ea\u30fc\u306b\u4ee3\u308f\u3063\u3066\u96fb\u8a71\u4f1a\u8b70\u3092\u7d42\u4e86\u3057\u307e\u3059\u3002<\/p>\n

 <\/p>\n

\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u304c\u3042\u308c\u3070\u3054\u9023\u7d61\u3044\u305f\u3060\u3051\u308c\u3070\u691c\u8a0e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n

\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n

\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a>
\n\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n

\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\u30aa\u30e9\u30af\u30eb ( NYSE:ORCL )2022\u5e74\u7b2c3\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u3059\u3002 \u58f2\u308a\u4e0a\u3052\u306f\u826f\u304b\u3063\u305f\u3067\u3059\u304cEPS\u3067\u30df\u30b9\u3057\u3066\u304a\u308a\u682a\u4fa1\u306f\u8edf\u8abf\u3067\u3059\u3002\u826f\u3044\u4f01\u696d\u3060\u3068\u601d\u3063\u3066\u307e\u3059\u304c\u3053\u306e\u5730\u5408\u3067\u3053\u306e\u6c7a\u7b97\u306a\u3089\u307e\u3060\u4e0b\u304c\u308b\u3068\u601d\u3046\u306e\u3067\u3042\u3048\u3066\u4eca\u8cb7\u3063\u3066\u3044\u304b\u306a … 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