{"id":2259,"date":"2022-12-15T21:46:03","date_gmt":"2022-12-15T12:46:03","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2259"},"modified":"2022-12-15T21:46:03","modified_gmt":"2022-12-15T12:46:03","slug":"%e3%82%aa%e3%83%a9%e3%82%af%e3%83%aborcl2023%e5%b9%b4%e7%ac%ac2%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=2259","title":{"rendered":"\u30aa\u30e9\u30af\u30eb(ORCL)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"

\u30aa\u30e9\u30af\u30eb(ORCL)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n

\u826f\u3044\u6c7a\u7b97\u3067\u3057\u305f\u304c\u8cb7\u3063\u3066\u3044\u304d\u305f\u3044\u307b\u3069\u3067\u306f\u306a\u3044\u3067\u3059\u306d\u3002\u305f\u3060\u3001\u3053\u306e\u307e\u307e\u597d\u8abf\u3067\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u4f4e\u8ff7\u3092\u3046\u307e\u304f\u5207\u308a\u629c\u3051\u308c\u308b\u3068\u3044\u3044\u3067\u3059\u306d\u3002<\/p>\n

\u5c06\u6765\u6027\u306f\u3042\u308b\u3068\u601d\u3063\u3066\u3044\u308b\u306e\u3067\u4f55\u308c\u306f\u8cb7\u3063\u3066\u3044\u304d\u305f\u3044\u3068\u306f\u601d\u3044\u307e\u3059\u3002<\/p>\n

\"\u30aa\u30e9\u30af\u30eb(ORCL)\u682a\u4fa1\"

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

\u30aa\u30e9\u30af\u30eb(ORCL)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n

Call participants:
\nKen Bond — Head of Investor Relations
\nSafra Catz — Chief Executive Officer
\nLarry Ellison — Chairman and Chief Technology Officer
\nBrad Zelnick — Deutsche Bank — Analyst
\nPhil Winslow — Credit Suisse — Analyst
\nJohn DiFucci — Gordon Haskett Research Advisors — Analyst
\nMark Moerdler — AllianceBernstein — Analyst
\nRaimo Lenschow — Barclays — Analyst
\nMore ORCL analysis<\/p>\n

2022\u5e7412\u670812\u65e5\u5348\u5f8c5\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n

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

\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u30aa\u30e9\u30af\u30eb2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304b\u3089\u306e\u3054\u6848\u5185\u3011 \u305d\u308c\u3067\u306f\u3001\u30aa\u30e9\u30af\u30eb\u306eIR\u62c5\u5f53\u3001\u30b1\u30f3\u30fb\u30dc\u30f3\u30c9\u306b\u96fb\u8a71\u3092\u304a\u7e4b\u304e\u3057\u307e\u3059\u3002<\/p>\n

\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

Ken Bond — \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u8cac\u4efb\u8005<\/p>\n

\u30dc\u30fc\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u7686\u3055\u3093\u3001\u3053\u3093\u306b\u3061\u306f\u3002\u30aa\u30e9\u30af\u30eb\u306e2023\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30fb\u30b3\u30fc\u30eb\u3078\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\u5f53\u793e\u306eIR\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u304b\u3089\u95b2\u89a7\u304a\u3088\u3073\u30c0\u30a6\u30f3\u30ed\u30fc\u30c9\u3067\u304d\u307e\u3059\u3002\u307e\u305f\u3001Oracle Cloud Services\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\u3082\u3001\u5f53\u793e\u306eIR\u30a6\u30a7\u30d6\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\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u8981\u7d20\u3092\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

\u3053\u308c\u3089\u306e\u8981\u56e0\u304a\u3088\u3073\u5f53\u793e\u306e\u5c06\u6765\u306e\u696d\u7e3e\u3084\u682a\u4fa1\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3046\u308b\u305d\u306e\u4ed6\u306e\u30ea\u30b9\u30af\u306b\u3064\u3044\u3066\u306f\u3001\u5f53\u793e\u306e 10-K \u304a\u3088\u3073 10-Q \u3092\u542b\u3080\u6700\u65b0\u306e\u5831\u544a\u66f8\u3001\u306a\u3089\u3073\u306b\u8a72\u5f53\u3059\u308b\u4fee\u6b63\u5831\u544a\u66f8\u3092\u3054\u53c2\u7167\u304f\u3060\u3055\u3044\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\u308b\u524d\u306b\u3001\u307e\u305a\u59cb\u3081\u306b\u6e96\u5099\u3057\u305f\u767a\u8a00\u3092\u3057\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u308c\u3092\u3082\u3063\u3066\u3001\u30b5\u30d5\u30e9\u306b\u96fb\u8a71\u3092\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\u3055\u3066\u3001\u7c21\u5358\u306b\u8a00\u3048\u3070\u3001\u79c1\u305f\u3061\u306f\u7d20\u6674\u3089\u3057\u3044\u56db\u534a\u671f\u3092\u904e\u3054\u3057\u307e\u3057\u305f\u3002\u5f53\u56db\u534a\u671f\u306e\u7dcf\u53ce\u76ca\u306f\u30ac\u30a4\u30c0\u30f3\u30b9\u7bc4\u56f2\u306e\u4e0a\u9650\u30922\u5104\u30c9\u30eb\u4ee5\u4e0a\u4e0a\u56de\u308a\u3001\u6052\u5e38\u70ba\u66ff\u30ec\u30fc\u30c8\u30d9\u30fc\u30b9\u306725%\u306e\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u30b5\u30fc\u30ca\u30fc\u3092\u9664\u3044\u305f\u5834\u5408\u3067\u3082\u3001\u7dcf\u58f2\u4e0a\u9ad8\u306f\u6052\u5e38\u70ba\u66ff\u30ec\u30fc\u30c8\u30d9\u30fc\u30b9\u30679%\u306e\u4f38\u3073\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n

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\u305d\u306e\u7406\u7531\u306f\u3055\u307e\u3056\u307e\u3067\u3059\u304c\u3001\u5dee\u5225\u5316\u306e\u305f\u3081\u306e\u3044\u304f\u3064\u304b\u306e\u30ad\u30fc\u30dd\u30a4\u30f3\u30c8\u306b\u96c6\u7d04\u3055\u308c\u307e\u3059\u3002\u7b2c\u4e00\u306b\u3001\u5f53\u793e\u306e\u7b2c\u4e8c\u4e16\u4ee3\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u30af\u30e9\u30a6\u30c9\u304c\u3001\u65e7\u6765\u306e\u7b2c\u4e00\u4e16\u4ee3\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u6bd4\u3079\u3066\u3001\u3088\u308a\u9ad8\u3044\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3001\u3088\u308a\u512a\u308c\u305f\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u6bd4\u985e\u306e\u306a\u3044\u4fe1\u983c\u6027\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u3001\u6839\u672c\u7684\u306b\u512a\u308c\u305f\u8a2d\u8a08\u306b\u306a\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u3001\u3088\u308a\u591a\u304f\u306e\u304a\u5ba2\u69d8\u304c\u8a8d\u3081\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002\u7b2c\u4e8c\u306b\u3001\u304a\u5ba2\u69d8\u306f\u3001\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u3001\u4e16\u754c\u4e2d\u306e\u5c02\u7528\u5730\u57df\u3001\u771f\u306eCloud@Customer\u306e\u5b9f\u88c5\u306a\u3069\u3001\u304a\u5ba2\u69d8\u306b\u6700\u9069\u306a\u5834\u6240\u306b\u5f53\u793e\u306e\u6280\u8853\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u5f53\u793e\u306e\u30b5\u30fc\u30d3\u30b9\u3068\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u67d4\u8edf\u6027\u3092\u9ad8\u304f\u8a55\u4fa1\u3057\u3066\u3044\u307e\u3059\u3002\u7b2c\u4e09\u306b\u3001\u304a\u5ba2\u69d8\u306fERP\u3084HCM\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u3088\u3046\u306a\u6c34\u5e73\u578b\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3068\u3001\u5404\u696d\u754c\u306b\u7279\u5316\u3057\u305f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e21\u65b9\u306b\u3064\u3044\u3066\u3001\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u7d71\u5408\u30b9\u30bf\u30c3\u30af\u306e\u4fa1\u5024\u3092\u8a8d\u8b58\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u305d\u306e\u3059\u3079\u3066\u304c\u5f53\u793e\u306e\u7b2c 2 \u4e16\u4ee3\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u4e0a\u306b\u3042\u308a\u3001\u304a\u5ba2\u69d8\u306e\u305f\u3081\u306b\u5b8c\u74a7\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3078\u306e\u6295\u8cc7\u304b\u3089\u3088\u308a\u826f\u3044\u4fa1\u5024\u3092\u5f97\u305f\u3044\u3068\u8003\u3048\u308b\u9867\u5ba2\u306f\u307e\u3059\u307e\u3059\u5897\u3048\u3066\u304a\u308a\u3001\u591a\u304f\u306e\u9867\u5ba2\u304c\u4ed6\u306e\u9078\u629e\u80a2\u3068\u6bd4\u8f03\u3057\u3066\u30aa\u30e9\u30af\u30eb\u304c\u306f\u308b\u304b\u306b\u512a\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u767a\u898b\u3057\u3066\u3044\u307e\u3059\u3002Gartner\u793e\u306f\u3001\u540c\u793e\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u304a\u3088\u3073\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30b5\u30fc\u30d3\u30b9\u30ec\u30dd\u30fc\u30c8\u306b\u304a\u3044\u3066\u3001OCI\u3092\u521d\u3081\u3066\u30d3\u30b8\u30e7\u30ca\u30ea\u30fc\u30b9\u30c6\u30fc\u30bf\u30b9\u306b\u5f15\u304d\u4e0a\u3052\u3001\u6b63\u5f0f\u306b\u8a8d\u3081\u307e\u3057\u305f\u3002\u3055\u3089\u306b\u5148\u9031\u306f\u3001\u7c73\u56fd\u56fd\u9632\u7dcf\u7701\u3067JWCC Award\u3092\u53d7\u8cde\u3057\u307e\u3057\u305f\u3002<\/p>\n

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IP \u6295\u8cc7\u306b\u8fc5\u901f\u304b\u3064\u5177\u4f53\u7684\u306a\u6295\u8cc7\u5bfe\u52b9\u679c\u304c\u6c42\u3081\u3089\u308c\u308b\u74b0\u5883\u306b\u304a\u3044\u3066\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u8cc7\u7523\u3092\u67d4\u8edf\u306b\u7ba1\u7406\u3057\u3001\u6700\u3082\u5373\u52b9\u6027\u306e\u3042\u308b\u5834\u6240\u306b\u8ffd\u52a0\u6295\u8cc7\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u306f\u3001\u30aa\u30e9\u30af\u30eb\u3060\u3051\u3060\u3068\u3044\u3046\u3053\u3068\u304c\u3001\u304a\u5ba2\u69d8\u304b\u3089\u307e\u3059\u307e\u3059\u652f\u6301\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30aa\u30e9\u30af\u30eb\u304b\u3089\u6280\u8853\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u8cfc\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u30af\u30e9\u30a6\u30c9\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001Oracle Cloud \u30b5\u30fc\u30d3\u30b9\u3078\u306e\u30aa\u30f3\u30e9\u30f3\u30d7\u3092\u52b9\u679c\u7684\u306b\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u5f53\u56db\u534a\u671f\u306e\u7dcf\u53ce\u76ca\u306f123\u5104\u5186\u3068\u306a\u308a\u3001\u6052\u5e38\u70ba\u66ff\u30ec\u30fc\u30c8\u30d9\u30fc\u30b9\u306725%\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u30b5\u30fc\u30ca\u30fc\u306e\u53ce\u76ca\u8ca2\u732e15\u5104\u30c9\u30eb\u3092\u9664\u3051\u3070\u3001\u65e2\u5b58\u4e8b\u696d\u306e\u53ce\u76ca\u306f\u6052\u5e38\u901a\u8ca8\u30d9\u30fc\u30b9\u30679%\u8d85\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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\u3053\u3053\u6570\u56db\u534a\u671f\u306fIaaS\u306e\u4e88\u7d04\u304c3\u6841\u306e\u4f38\u3073\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306f\u3001\u304a\u5ba2\u69d8\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u5bb9\u91cf\u3092\u5897\u5f37\u3059\u308b\u305f\u3081\u3001\u56db\u534a\u671f\u3042\u305f\u308a\u3053\u306e\u7a0b\u5ea6\u306e\u6295\u8cc7\u3092\u884c\u3046\u3053\u3068\u306b\u306a\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u306e\u30ec\u30d9\u30eb\u306e\u652f\u51fa\u306f\u3001\u898f\u6a21\u3092\u62e1\u5927\u3057\u3066\u3082\u55b6\u696d\u5229\u76ca\u7387\u306b\u30de\u30a4\u30ca\u30b9\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u9700\u8981\u306e\u52a0\u901f\u306b\u3064\u3044\u3066\u306f\u3001RPO\uff08residual performance obligation\uff09\u6b8b\u9ad8\u306b\u53cd\u6620\u3055\u308c\u3066\u304a\u308a\u3001\u73fe\u5728612\u5104\u5186\u3001\u6052\u5e38\u901a\u8ca8\u30d9\u30fc\u30b9\u3067\u306f68%\u5897\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u597d\u8abf\u306a\u30af\u30e9\u30a6\u30c9\u4e88\u7d04\u3068\u30b5\u30fc\u30ca\u30fc\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u6052\u5e38\u901a\u8ca8\u5efa\u3066\u3067\u306e\u6709\u6a5fRPO\u306e\u6210\u9577\u7387\u306f\u3001\u524d\u671f\u306e22%\u304b\u3089\u7b2c2\u56db\u534a\u671f\u306f28%\u306b\u52a0\u901f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u7533\u3057\u6dfb\u3048\u307e\u3059\u3002<\/p>\n

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\u307e\u305f\u3001\u5f53\u56db\u534a\u671f\u306b 863 \u767e\u4e07\u7c73\u30c9\u30eb\u306e\u914d\u5f53\u3092\u884c\u3044\u3001\u53d6\u7de0\u5f79\u4f1a\u306f 1 \u682a\u5f53\u305f\u308a 0.32 \u30c9\u30eb\u306e\u56db\u534a\u671f\u914d\u5f53\u91d1\u3092\u6c7a\u5b9a\u3057\u307e\u3057\u305f\u3002\u5f53\u793e\u306e\u57fa\u672c\u65b9\u91dd\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u58f2\u4e0a\u6210\u9577\u7387\u3092\u5927\u5e45\u306b\u9ad8\u3081\u306a\u304c\u3089\u3001non-GAAP\u30d9\u30fc\u30b9\u306eEPS\u3092\u6210\u9577\u3055\u305b\u308b\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u5f53\u793e\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306b\u5bfe\u3059\u308b\u9700\u8981\u306f\u65fa\u76db\u3067\u3042\u308b\u305f\u3081\u3001\u81ea\u4fe1\u3092\u6df1\u3081\u3066\u3001\u614e\u91cd\u306a\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u304d\u307e\u3059\u3002\u305d\u308c\u3067\u306f\u3001\u7b2c3\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u975eGAAP\u30d9\u30fc\u30b9\u3067\u3054\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n

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\u96fb\u8a71\u4f1a\u793e\u306a\u3089\u3001\u96fb\u8a71\u30b7\u30b9\u30c6\u30e0\u304c\u30c0\u30a6\u30f3\u3059\u308b\u3053\u3068\u306f\u3042\u308a\u3048\u306a\u3044\u3002\u30dc\u30fc\u30c0\u30d5\u30a9\u30f3\u3001\u30c9\u30a4\u30c4\u30c6\u30ec\u30b3\u30e0\u3001\u30a8\u30f3\u30d6\u30ea\u30c3\u30b8\u3002\u30ab\u30a4\u30b6\u30fc\u3001\u7c73\u56fd\u3092\u4e2d\u5fc3\u3068\u3057\u305f\u5de8\u5927\u30d8\u30eb\u30b9\u30b1\u30a2\u4f01\u696d\u3002Nvidia\u304c\u79fb\u8ee2\u3057\u3001\u305d\u306e\u4ed6\u306b\u3082\u591a\u304f\u306e\u4f01\u696d\u304c\u79fb\u8ee2\u3057\u307e\u3057\u305f\u3002\u591a\u304f\u306eAI\u3001\u4eba\u5de5\u77e5\u80fd\u3001\u6a5f\u68b0\u5b66\u7fd2\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u304cOracle Cloud\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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oracle.com\u3067\u5927\u304d\u306a\u30ea\u30b9\u30c8\u3092\u516c\u958b\u3057\u3066\u3044\u307e\u3059\u3002\u56db\u534a\u671f\u3054\u3068\u306b\u3001\u65b0\u3057\u3044\u304a\u5ba2\u69d8\u3092\u8ffd\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u671f\u306f\u30e6\u30ca\u30a4\u30c6\u30c3\u30c9\u822a\u7a7a\u304c\u52a0\u308f\u308a\u307e\u3057\u305f — \u4eca\u671f\u306f\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3092\u7372\u5f97\u3057\u307e\u3057\u305f\u3002\u30e6\u30ca\u30a4\u30c6\u30c3\u30c9\u822a\u7a7a\u306f\u3001\u3059\u3079\u3066\u306e\u30d5\u30e9\u30a4\u30c8\u696d\u52d9\u3092Oracle Exadata Cloud\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Albertsons\u306f\u3001\u3084\u306f\u308aExadata Cloud\u306e\u30b5\u30fc\u30d3\u30b9\u30fb\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\u306e\u4e09\u4e95\u7269\u7523\u3082\u3001\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3092Oracle\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u3053\u308c\u306f\u5f53\u793e\u306b\u3068\u3063\u3066\u975e\u5e38\u306b\u5927\u304d\u306a\u30d3\u30b8\u30cd\u30b9\u306e\u59cb\u307e\u308a\u306a\u306e\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30fb\u30d5\u30e9\u30f3\u30c1\u30e3\u30a4\u30ba\u304c\u3001\u4e3b\u306b\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u304b\u3089Oracle Cloud\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

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\u65e2\u5b58\u306eOracle Database\u3092\u30af\u30e9\u30a6\u30c9\u306b\u79fb\u884c\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306eOracle Database\u304b\u3089\u30af\u30e9\u30a6\u30c9\u3067\u3057\u304b\u5229\u7528\u3067\u304d\u306a\u3044Autonomous Database\u306b\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3057\u3066\u3044\u308b\u308f\u3051\u3067\u3059\u3002\u5927\u624b\u901a\u4fe1\u4e8b\u696d\u8005\u306eIberia Express\u3082\u540c\u3058\u3088\u3046\u306b\u3001Autonomous Data Warehouse\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u81ea\u5f8b\u578b\u30c7\u30fc\u30bf\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u306f\u3001\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306e\u7ba1\u7406\u3092\u975e\u5e38\u306b\u30b7\u30f3\u30d7\u30eb\u306b\u3059\u308b\u3068\u3044\u3046\u306e\u304c\u72d9\u3044\u3067\u3059\u3002\u5b9f\u969b\u3001\u5b8c\u5168\u306b\u81ea\u52d5\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

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Tenet Health\u306f65\u306e\u75c5\u9662\u3001235,000\u4eba\u306e\u5f93\u696d\u54e1\u3092\u5bfe\u8c61\u306b\u3001\u4eba\u4e8b\u3001\u7d66\u4e0e\u3001\u63a1\u7528\u306e\u5206\u91ce\u3067\u672c\u7a3c\u50cd\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002\u30af\u30ea\u30fc\u30d6\u30e9\u30f3\u30c9\u30fb\u30af\u30ea\u30cb\u30c3\u30af\u306f\u3001\u4eba\u4e8b\u3001\u7d66\u4e0e\u3001\u63a1\u7528\u3067\u672c\u756a\u7a3c\u52d5\u3057\u307e\u3057\u305f\u3002\u30af\u30ea\u30fc\u30d6\u30e9\u30f3\u30c9\u30fb\u30af\u30ea\u30cb\u30c3\u30af\u3068\u3044\u3046\u540d\u524d\u306f\u77e5\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u5f7c\u3089\u306f\u3042\u3061\u3053\u3061\u306b\u75c5\u9662\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u30d5\u30ed\u30ea\u30c0\u306e\u5730\u57df\u75c5\u9662\u3067\u3082\u672c\u756a\u7a3c\u52d5\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

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\u305d\u3053\u3067\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3084\u305d\u306e\u4ed6\u306e\u3001\u79c1\u305f\u3061\u304c\u975e\u5e38\u306b\u6226\u7565\u7684\u306b\u53d6\u308a\u7d44\u3093\u3067\u304d\u305f\u3082\u3046\u3072\u3068\u3064\u306e\u696d\u754c\u306b\u3064\u3044\u3066\u304a\u8a71\u3057\u3057\u307e\u3059\u3002Oracle\u306e\u5c06\u6765\u306b\u3068\u3063\u3066\u306e\u9375\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3001\u7279\u306b\u9280\u884c\u696d\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u305d\u3053\u306b\u975e\u5e38\u306b\u5f37\u3044\u3067\u3059\u3002Bank of America\u3001JPMorgan Chase\u3001Citigroup\u3001Bank of New York Mellon\u3001Vanguard\u3001Santander\u3001\u30ab\u30ca\u30c0\u306eTD Bank\u3001\u30a4\u30ae\u30ea\u30b9\u306eHSBC\u3001UBS\u3001Credit Agricole\u3001Societe Generale\u3001Credit Suisse\u3001\u4e09\u4e95\u4f4f\u53cb\u3001Macquarie Bank\u306a\u3069\u304c\u3001ERP\u3084HCM\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5206\u91ce\u3067\u3001\u5f53\u793e\u306e\u9867\u5ba2\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u9577\u3044\u30ea\u30b9\u30c8\u3067\u3059\u304c\u3001\u307b\u3093\u306e\u4e00\u90e8\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u9280\u884c\u90e8\u9580\u306b\u975e\u5e38\u306b\u5f37\u3044\u306e\u3067\u3059\u3002\u9280\u884c\u90e8\u9580\u306b\u5f37\u3044\u79c1\u305f\u3061\u304cOracle ERP\u3067\u5b9f\u73fe\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u306e\u306f\u3001B2B\u30b3\u30de\u30fc\u30b9\u5411\u3051\u306e\u30ed\u30fc\u30f3\u7d44\u6210\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3059\u3002Oracle ERP\u306e\u65b0\u30d0\u30fc\u30b8\u30e7\u30f3\u3067\u79c1\u305f\u3061\u304c\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u306e1\u3064\u306f\u3001Oracle ERP\u3092\u6301\u3063\u3066\u3044\u3066\u4f55\u304b\u3092\u8cfc\u5165\u3059\u308b\u9867\u5ba2\u3068\u3001Oracle ERP\u3092\u6301\u3063\u3066\u3044\u3066\u4f55\u304b\u3092\u8ca9\u58f2\u3059\u308b\u4f01\u696d\u304c\u3001\u53d6\u5f15\u3092\u884c\u3046\u65b9\u6cd5\u3092\u3001\u30af\u30e9\u30a6\u30c9\u5185\u3067\u5b8c\u5168\u306b\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

\u8cfc\u5165\u3059\u308b\u5074\u306eERP\u30b7\u30b9\u30c6\u30e0\u304c\u3001\u8ca9\u58f2\u3059\u308b\u5074\u306eERP\u30b7\u30b9\u30c6\u30e0\u306b\u767a\u6ce8\u66f8\u3092\u63d0\u51fa\u3059\u308b\u308f\u3051\u3067\u3059\u3002\u307e\u305f\u3001\u304a\u91d1\u3092\u501f\u308a\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u306f\u3001\u5f53\u793e\u306e\u9280\u884c\u30d1\u30fc\u30c8\u30ca\u30fc\u304b\u3089\u878d\u8cc7\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u88fd\u54c1\u3092\u51fa\u8377\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u5834\u5408\u306f\u3001\u51fa\u8377\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u7acb\u3066\u3001\u30ed\u30b8\u30b9\u30c6\u30a3\u30c3\u30af\u30fb\u30d1\u30fc\u30c8\u30ca\u30fc\u306e1\u793e\u3068\u51fa\u8377\u306e\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u884c\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306e\u76ee\u6a19\u306f\u3001Oracle Cloud ERP\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u4f01\u696d\u9593\u306eB2B\u53d6\u5f15\u3092\u5b8c\u5168\u306b\u81ea\u52d5\u5316\u3057\u3001\u305d\u306e\u53d6\u5f15\u306b\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u878d\u8cc7\u3001\u4fdd\u967a\u3001\u304a\u3088\u3073\u7269\u6d41\u3092\u7ba1\u7406\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n

B2C\u53d6\u5f15\u306e\u81ea\u52d5\u5316\u306b\u3064\u3044\u3066\u306f\u3001\u79c1\u305f\u3061\u306f\u672c\u5f53\u306b\u826f\u3044\u4ed5\u4e8b\u3092\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u30a2\u30de\u30be\u30f3\u306f\u975e\u5e38\u306b\u3088\u304f\u3084\u3063\u3066\u3044\u307e\u3059\u3002\u30a6\u30a9\u30eb\u30de\u30fc\u30c8\u3082\u975e\u5e38\u306b\u3088\u304f\u3084\u3063\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001B2B\u53d6\u5f15\u306e\u81ea\u52d5\u5316\u306b\u3064\u3044\u3066\u306f\u3001\u3042\u307e\u308a\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n

\u305d\u308c\u3092\u5b9f\u73fe\u3059\u308b\u306e\u304cOracle\u3067\u3059\u3002Oracle\u306e\u91ce\u671b\u306f\u305d\u308c\u3092\u5b9f\u73fe\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u30af\u30e9\u30a6\u30c9ERP\u306b\u5f37\u3044\u306e\u3067\u3001\u7d76\u597d\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u53d6\u5f15\u306e\u4e00\u65b9\u306fOracle\u306e\u8abf\u9054\u30b7\u30b9\u30c6\u30e0\u3067\u3001\u3082\u3046\u4e00\u65b9\u306fOracle\u306e\u53d7\u6ce8\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306b\u306f\u3001\u91d1\u878d\u3001\u4fdd\u967a\u3001\u30ed\u30b8\u30b9\u30c6\u30a3\u30af\u30b9\u306e\u5206\u91ce\u3067\u975e\u5e38\u306b\u5f37\u529b\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u304c\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u53d6\u5f15\u5168\u4f53\u3092\u5b8c\u5168\u306b\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001B2B\u53d6\u5f15\u304cB2C\u53d6\u5f15\u306e\u3088\u3046\u306b\u898b\u3048\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u5b8c\u5168\u306b\u30a8\u30f3\u30c9\u30fb\u30c4\u30fc\u30fb\u30a8\u30f3\u30c9\u3067\u81ea\u52d5\u5316\u3055\u308c\u305f\u53d6\u5f15\u306f\u3001\u5f53\u793e\u3068\u30d1\u30fc\u30c8\u30ca\u30fc\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u65b0\u898f\u30d3\u30b8\u30cd\u30b9\u3068\u306a\u308a\u307e\u3059\u3002\u3067\u306f\u3001\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002<\/p>\n

\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u5206\u91ce\u3067\u306f\u3001\u3053\u306e\u56db\u534a\u671f\u306b\u65b0\u305f\u306a\u30d3\u30b8\u30cd\u30b9\u304c\u751f\u307e\u308c\u307e\u3057\u305f\u3002M&T\u9280\u884c\u3001TD\u9280\u884c\u3001\u5927\u548c\u8a3c\u5238\u3001Hilltop Holdings\u3001Farmers Insurance\u3001Nexi\uff08Nexi\u306eSAP\u3092\u7f6e\u304d\u63db\u3048\u305f\u3068\u3053\u308d\uff09\u306a\u3069\u304c\u8ffd\u52a0\u3055\u308c\u307e\u3057\u305f\u3002\u30a4\u30bf\u30ea\u30a2\u306e\u9280\u884c\u3067\u3059\u3002TD\u9280\u884c\u3067\u306fSAP\u3092\u5165\u308c\u66ff\u3048\u307e\u3057\u305f\u3002<\/p>\n

\u4ed6\u306b\u306f\u4f55\u304c\u3042\u308b\u304b\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u30b4\u30fc\u30e9\u30a4\u30d6\u3002AmTrust BlackRock\u306f\u5927\u304d\u306a\u30b4\u30fc\u30e9\u30a4\u30d6\u3067\u3059\u3002\u5f7c\u3089\u306f10\u5146\u30c9\u30eb\u306e\u904b\u7528\u8cc7\u7523\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u30aa\u30e9\u30af\u30eb\u306f\u73fe\u5728\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u306e\u4e0a\u4f4d10\u793e\u306e\u3046\u30619\u793e\u3092Oracle Cloud ERP\u4e0a\u3067\u7a3c\u50cd\u3055\u305b\u3066\u3044\u307e\u3059\u3002FirstRand Bank\u3084\u305d\u306e\u4ed6\u591a\u304f\u306e\u9280\u884c\u3082\u305d\u3046\u3067\u3059\u3002\u6642\u9593\u3092\u53d6\u308a\u305f\u304f\u306a\u3044\u306e\u3067\u3001\u3053\u306e\u8fba\u3067\u3084\u3081\u3066\u304a\u304d\u307e\u3059\u3002\u3053\u306e\u975e\u5e38\u306b\u597d\u8abf\u306a\u7b2c2\u56db\u534a\u671f\u306b\u7372\u5f97\u3057\u305f\u3001\u7b2c2\u56db\u534a\u671f\u306b\u7a3c\u52d5\u3057\u305f\u304a\u5ba2\u69d8\u3092\u3055\u3089\u306b\u5217\u6319\u3057\u305f\u30c7\u30fc\u30bf\u304c\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u306b\u63b2\u8f09\u3055\u308c\u3066\u3044\u307e\u3059\u306d\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001Safra\u306b\u8a71\u3092\u623b\u3057\u307e\u3059\u3002<\/p>\n

\u30b1\u30f3\u30fb\u30dc\u30f3\u30c9 — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u306e\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30e9\u30ea\u30fc\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30dc\u30fc\u3055\u3093\u3001\u8cea\u7591\u5fdc\u7b54\u306e\u6e96\u5099\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3088\u308d\u3057\u304f\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

\u3082\u3061\u308d\u3093\u3067\u3059\u3001\u30dc\u30f3\u30c9\u3055\u3093\u3002[\u6700\u521d\u306e\u8cea\u554f\u306f\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

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

\u7d20\u6674\u3089\u3057\u3044\u3002\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30e9\u30ea\u30fc\u3001\u30aa\u30e9\u30af\u30eb\u306b\u306f\u3001\u3042\u3089\u3086\u308b\u4e8b\u696d\u3067\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u9ad8\u3044\u30ea\u30fc\u30c0\u30fc\u3068\u3057\u3066\u306e\u8c4a\u304b\u306a\u6b74\u53f2\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6280\u8853\u7684\u306b\u8a00\u3048\u3070\u3001\u306a\u305cOCI\u306f\u56fa\u6709\u306e\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u305d\u306e\u512a\u4f4d\u6027\u306f\u3069\u306e\u7a0b\u5ea6\u6301\u7d9a\u53ef\u80fd\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30e9\u30ea\u30fc\u30fb\u30a8\u30ea\u30bd\u30f3\uff08\u4f1a\u9577\u517c\u6700\u9ad8\u6280\u8853\u8cac\u4efb\u8005<\/p>\n

\u3055\u3066\u3001\u6700\u3082\u8208\u5473\u6df1\u3044\u306e\u306f\u3001\u79c1\u305f\u3061\u306f\u4ed6\u306e\u3069\u3053\u3088\u308a\u3082\u305a\u3063\u3068\u9ad8\u901f\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u6301\u3063\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u3002\u4ed6\u306e\u3069\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u3082\u6839\u672c\u7684\u306b\u7570\u306a\u308b\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002RDMA\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3068\u547c\u3070\u308c\u308b\u3082\u306e\u3067\u3001Exadata\u30de\u30b7\u30f3\u3068\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u304c\u591a\u304f\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3092\u63a5\u7740\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u3063\u305f\u306e\u3067\u3059\u30021\u3064\u306e\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30921\u53f0\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3067\u5b9f\u884c\u3059\u308b\u3053\u3068\u3082\u30012\u53f0\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30014\u53f0\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30018\u53f0\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u306a\u3069\u306e\u30af\u30e9\u30b9\u30bf\u3067\u5b9f\u884c\u3059\u308b\u3053\u3068\u3082\u53ef\u80fd\u3067\u3001\u5358\u4e00\u969c\u5bb3\u70b9\u304c\u5b58\u5728\u3057\u306a\u3044\u3088\u3046\u306b\u3057\u307e\u3057\u305f\u3002<\/p>\n

Oracle Database\u306e\u512a\u308c\u305f\u70b9\u306e1\u3064\u306f\u3001Oracle Database\u3068\u4ed6\u306e\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u306e\u5927\u304d\u306a\u9055\u3044\u306e1\u3064\u306f\u30011\u3064\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u8907\u6570\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3067\u5b9f\u884c\u3067\u304d\u308b\u3053\u3068\u3067\u3059\u30021\u53f0\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u306b\u969c\u5bb3\u304c\u767a\u751f\u3057\u3066\u3082\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u7a3c\u50cd\u3057\u7d9a\u3051\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30eb\u30c8\u30c8\u30ec\u30e9\u30f3\u30c8\u306a\u306e\u3067\u3059\u3002\u30de\u30b7\u30f3\u304c\u6545\u969c\u3057\u3066\u3082\u5927\u4e08\u592b\u306a\u306e\u3067\u3059\u3002<\/p>\n

\u4ed6\u306e\u4eba\u306b\u306f\u305d\u308c\u304c\u3067\u304d\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u30021\u3064\u306e\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u30a2\u30d7\u30ea\u3092\u52d5\u4f5c\u3055\u305b\u308b\u305f\u3081\u306b\u30014\u53f0\u306e\u30de\u30b7\u30f3\u3067\u69cb\u6210\u3055\u308c\u308b\u30af\u30e9\u30b9\u30bf\u3092\u7528\u610f\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u305d\u306e4\u53f0\u306e\u30de\u30b7\u30f3\u306e\u9593\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u975e\u5e38\u306b\u9ad8\u901f\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u308c\u306fRDMA\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3068\u547c\u3070\u308c\u308b\u3082\u306e\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u3042\u308b\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u304c\u5272\u308a\u8fbc\u307f\u3092\u901a\u3055\u305a\u306b\u3001\u5225\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u306e\u30e1\u30e2\u30ea\u306b\u5373\u5ea7\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3092\u76f8\u4e92\u63a5\u7d9a\u3057\u3001\u30b0\u30eb\u30fc\u30d7\u3068\u3057\u3066\u52d5\u4f5c\u3055\u305b\u308b\u305f\u3081\u306e\u975e\u5e38\u306b\u9ad8\u901f\u306a\u65b9\u6cd5\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3053\u306e\u65b9\u6cd5\u3092\u30af\u30e9\u30a6\u30c9\u5168\u4f53\u306b\u5c0e\u5165\u3057\u3001\u30af\u30e9\u30a6\u30c9\u4e0a\u306e\u3069\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3067\u3082\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001Oracle Real Application Cluster\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3092\u5b9f\u884c\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u3053\u306e\u8d85\u9ad8\u901f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u69cb\u7bc9\u3057\u305f\u3053\u3068\u3067\u3001Oracle Database\u3092\u5b9f\u884c\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u3088\u308a\u591a\u304f\u306e\u6709\u7528\u6027\u304c\u3042\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u305f\u3068\u3048\u3070\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u306e\u30af\u30e9\u30b9\u30bf\u3067\u81ea\u52d5\u8eca\u4e8b\u6545\u306e\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u5834\u5408\u3001\u3053\u308c\u306fOracle\u306e\u65b9\u304c\u306f\u308b\u304b\u306b\u9ad8\u901f\u306b\u52d5\u4f5c\u3059\u308b\u3053\u3068\u306b\u4eba\u3005\u304c\u6700\u521d\u306b\u6c17\u3065\u3044\u305f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e1\u3064\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306f\u672c\u8cea\u7684\u306b\u9ad8\u901f\u306a\u306e\u3067\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3084\u4fe1\u983c\u6027\u306e\u9762\u3067\u3082\u6709\u5229\u306a\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u69cb\u6210\u3067\u3059\u304c\u3001\u5b9f\u306f\u3059\u3079\u3066\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u304c2\u3064\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u8a73\u3057\u3044\u8aac\u660e\u306f\u3057\u307e\u305b\u3093\u304c\u3001\u79c1\u305f\u3061\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u306f\u6839\u672c\u7684\u306b\u9055\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u306f\u3001\u4ed6\u306e\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u3068\u306f\u6839\u672c\u7684\u306b\u7570\u306a\u308a\u307e\u3059\u3002\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306f2\u3064\u3042\u308a\u307e\u3059\u3002\u3072\u3068\u3064\u306f\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u4e0a\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3067\u3001\u3082\u3046\u3072\u3068\u3064\u306f\u304a\u5ba2\u3055\u307e\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3092\u76f8\u4e92\u63a5\u7d9a\u3057\u3066\u3044\u308b\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3068\u3067\u3082\u8a00\u3046\u3079\u304d\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u3082\u3046\u3072\u3068\u3064\u306f\u79c1\u305f\u3061\u306e\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3067\u3001\u79c1\u305f\u3061\u306e\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u52d5\u304b\u3059\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u304c\u3042\u308a\u3001\u3053\u308c\u306f\u304a\u5ba2\u69d8\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u306f\u5206\u96e2\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u305f\u3081\u3001\u304a\u5ba2\u69d8\u306f\u79c1\u305f\u3061\u306e\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u6539\u3056\u3093\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3002\u3064\u307e\u308a\u3001\u304a\u5ba2\u3055\u307e\u306f\u79c1\u305f\u3061\u306e\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u6539\u3056\u3093\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3057\u3001\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u305b\u3093\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u304a\u5ba2\u69d8\u306e\u30c7\u30fc\u30bf\u3092\u898b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n

\u3053\u308c\u306f\u30aa\u30e9\u30af\u30eb\u72ec\u81ea\u306e\u3082\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u30012\u3064\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u3042\u308a\u3001\u305d\u306e\u3046\u3061\u306e1\u3064\u304cRDMA\u3067\u3042\u308b\u305f\u3081\u3001\u4ed6\u793e\u3088\u308a\u3082\u306f\u308b\u304b\u306b\u901f\u304f\u3001\u306f\u308b\u304b\u306b\u9ad8\u3044\u4fe1\u983c\u6027\u3067\u52d5\u4f5c\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30af\u30e9\u30a6\u30c9\u3092\u30bc\u30ed\u304b\u3089\u4f5c\u308a\u76f4\u3055\u306a\u3044\u9650\u308a\u3001\u4ed6\u793e\u304c\u592a\u5200\u6253\u3061\u3067\u304d\u306a\u3044\u307b\u3069\u306e\u6839\u672c\u7684\u306a\u512a\u4f4d\u6027\u306a\u306e\u3067\u3059\u3002<\/p>\n

Ken Bond — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53<\/p>\n

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

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

\u30e9\u30ea\u30fc\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

Ken Bond — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u90e8\u9580\u8cac\u4efb\u8005<\/p>\n

\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30d5\u30a3\u30eb\u30fb\u30a6\u30a3\u30f3\u30b9\u30ed\u30fc\u304b\u3089\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n

\u30d5\u30a3\u30eb\u30fb\u30a6\u30a3\u30f3\u30b9\u30ed\u30fc — \u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9 — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u306b\u7b54\u3048\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u307e\u305f\u597d\u8abf\u306a\u56db\u534a\u671f\u3067\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u4eca\u671f\u306f2\u3064\u306e\u6307\u6a19\u304c\u76ee\u306b\u3064\u304d\u307e\u3057\u305f\u3002<\/p>\n

\u307e\u305a\u3001IaaS\u306e\u53ce\u76ca\u304c\u3001\u524d\u3005\u671f\u306e58%\u300139%\u304b\u308959%\u306b\u52a0\u901f\u3057\u3066\u3044\u308b\u3053\u3068\u3002\u307e\u305f\u3001\u30aa\u30fc\u30ac\u30cb\u30c3\u30afRPO\u306e\u6210\u9577\u7387\u3082\u3001\u524d2\u56db\u534a\u671f\u304c22%\u300117%\u3067\u3042\u3063\u305f\u306e\u306b\u5bfe\u3057\u3001\u4eca\u56db\u534a\u671f\u306f28%\u306b\u52a0\u901f\u3057\u3066\u304a\u308a\u3001\u975e\u5e38\u306b\u9a5a\u7570\u7684\u306a\u6570\u5b57\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u3053\u6570\u30ab\u6708\u3067\u6210\u9577\u304c\u6e1b\u901f\u3057\u3066\u3044\u308bIaaS\u5206\u91ce\u306e\u904e\u53bb\u306e\u7af6\u5408\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u3068\u6bd4\u3079\u3066\u3001\u3053\u306e\u597d\u8abf\u3092\u652f\u3048\u3066\u3044\u308b\u8981\u56e0\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001OCI\u306e\u76f8\u5bfe\u7684\u306a\u5f37\u3055\u3092\u5f8c\u62bc\u3057\u3057\u3066\u3044\u308b\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306f\u3042\u308a\u307e\u3059\u304b\uff1f<\/p>\n

\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4\uff08Safra Catz\uff09\u6c0f — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n

\u30e9\u30ea\u30fc\u3001\u3042\u306a\u305f\u304c\u53d6\u308b\u304b\u3001\u79c1\u304c\u53d6\u308b\u304b\u3001\u308f\u304b\u3089\u306a\u3044\u3002<\/p>\n

\u30e9\u30ea\u30fc\u30fb\u30a8\u30ea\u30bd\u30f3 — \u4f1a\u9577\u517c\u6700\u9ad8\u6280\u8853\u8cac\u4efb\u8005<\/p>\n

\u3064\u307e\u308a\u3001\u53d6\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3093\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092……\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u62e1\u5927\u3059\u308c\u3070\u3044\u3044\u3093\u3067\u3059\u3002AI\u3068\u6a5f\u68b0\u5b66\u7fd2\u306f\u5de8\u5927\u306a — \u7206\u767a\u7684\u306a\u52e2\u3044\u3067\u4f38\u3073\u3066\u3044\u307e\u3059\u3002\u307b\u3068\u3093\u3069\u306eAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306bGPU\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308bNvidia\u306f\u3001\u81a8\u5927\u306a\u91cf\u306e\u30c7\u30fc\u30bf\u3092Oracle Cloud\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u4ed6\u306b\u3082\u591a\u304f\u306e\u4f01\u696d\u304c\u305d\u3046\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u65b0\u3057\u3044\u8a66\u307f\u306e1\u3064\u3067\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3082\u305d\u3046\u3067\u3059\u304c\u3001\u3053\u306e\u8cea\u554f\u306f\u30b5\u30d5\u30e9\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

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

\u307e\u3042\u3001\u516c\u5e73\u306b\u898b\u3066\u3001\u305d\u308c\u306f\u672c\u5f53\u306b\u5168\u9762\u7684\u306a\u3082\u306e\u3067\u3059\u3002\u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u3082\u3042\u308a\u307e\u3059\u3002\u81ea\u52d5\u8eca\u4f1a\u793e\u306e\u307b\u3068\u3093\u3069\u306f\u3001\u79c1\u305f\u3061\u306e\u4e0a\u3067\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30aa\u30e9\u30af\u30eb\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3084\u81ea\u5f8b\u578b\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3001\u305d\u306e\u4ed6\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u5e45\u5e83\u3044\u5206\u91ce\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3066\u3044\u307e\u3059\u3002\u4ee5\u524d\u306e\u56db\u534a\u671f\u306b\u3082\u304a\u8a71\u3057\u3057\u305f\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u3082\u3061\u308d\u3093\u3001\u79c1\u305f\u3061\u306f\u898f\u6a21\u304c\u5c0f\u3055\u3044\u306e\u3067\u6210\u9577\u7387\u306f\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u6700\u5f8c\u306e\u8cea\u554f\u3067Larry\u304c\u53d6\u308a\u4e0a\u3052\u305f\u3088\u3046\u306a\u6a5f\u80fd\u306b\u3088\u308a\u3001\u6210\u9577\u3057\u306a\u304c\u3089\u3082\u3001\u5b9f\u969b\u306b\u306f\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u9a5a\u7570\u7684\u306a\u6210\u679c\u3092\u671f\u5f85\u3057\u3066\u3044\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001\u30af\u30e9\u30a6\u30c9\u3067\u306f\u300c\u6642\u306f\u91d1\u306a\u308a\u300d\u3067\u3059\u3002Oracle\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3067\u3042\u308c\u3001\u30b9\u30c8\u30ec\u30fc\u30c8\u306a\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u3001\u305d\u306e\u4ed6\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3067\u3042\u308c\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u304c\u9ad8\u3051\u308c\u3070\u3001\u30b3\u30b9\u30c8\u306f\u305a\u3063\u3068\u4f4e\u304f\u6291\u3048\u3089\u308c\u307e\u3059\u3002\u3082\u3046\u3072\u3068\u3064\u306f\u3001\u30af\u30e9\u30a6\u30c9\u306e\u304a\u5ba2\u69d8\u3001\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u306e\u5730\u57df\u3001\u305d\u308c\u3089\u3059\u3079\u3066\u304c\u5951\u7d04\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u653f\u5e9c\u6a5f\u95a2\u306b\u3068\u3063\u3066\u306f\u3001\u30c7\u30fc\u30bf\u306b\u5bfe\u3059\u308b\u4e3b\u6a29\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u3001\u660e\u3089\u304b\u306b\u79c1\u305f\u3061\u304c\u9078\u629e\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u8fc5\u901f\u306b\u30bb\u30f3\u30bf\u30fc\u3092\u7acb\u3061\u4e0a\u3052\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u30bb\u30f3\u30bf\u30fc\u306f\u3059\u3050\u306b\u6e80\u676f\u306b\u306a\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u672c\u5f53\u306b\u3042\u3089\u3086\u308b\u5730\u57df\u304b\u3089\u30c7\u30fc\u30bf\u304c\u96c6\u307e\u3063\u3066\u304d\u307e\u3059\u3002\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30d3\u30b8\u30cd\u30b9\u3082\u3001Larry\u304c\u8a00\u3063\u305f\u3068\u304a\u308a\u3067\u3059\u3002<\/p>\n

\u3064\u307e\u308a\u3001\u79c1\u305f\u3061\u304c\u305d\u3046\u306a\u306e\u3067\u3059\u3002E-Business Suite\u3084PeopleSoft\u3001JD Edwards\u306e\u9867\u5ba2\u304c\u5f53\u793e\u306b\u79fb\u3063\u3066\u304d\u305f\u3060\u3051\u3067\u306a\u304f\u3001SAP\u306e\u9867\u5ba2\u3082\u4ee5\u524d\u4f7f\u3063\u3066\u3044\u305f\u3082\u306e\u3088\u308a\u5f53\u793e\u3092\u9078\u3093\u3067\u3044\u308b\u306e\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u7387\u76f4\u306b\u8a00\u3063\u3066\u3001\u3042\u3089\u3086\u308b\u9762\u3067\u597d\u8abf\u306a\u306e\u3067\u3059\u3002<\/p>\n

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

\u7d20\u6674\u3089\u3057\u3044\u3002\u3053\u306e\u6570\u5e74\u3001\u3042\u306a\u305f\u304c\u8a71\u3057\u3066\u3044\u305f\u3053\u3068\u304c\u3059\u3079\u3066\u5b9f\u73fe\u3057\u305f\u306e\u306f\u3001\u672c\u5f53\u306b\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u304b\u3089\u3082\u7d20\u6674\u3089\u3057\u3044\u4ed5\u4e8b\u3092\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n

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

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

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u6b21\u306b\u3001\u30b0\u30c3\u30b2\u30f3\u30cf\u30a4\u30e0\u306e\u30b8\u30e7\u30f3\u30fb\u30c7\u30a3\u30d5\u30c3\u30c1\u306b\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

John DiFucci — Gordon Haskett Research Advisors — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u79c1\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30e9\u30ea\u30fc\u3001\u6700\u521d\u306e\u8cea\u554f\u3078\u306e\u56de\u7b54\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5b9f\u306f\u3001\u3053\u308c\u306f\u79c1\u305f\u3061\u304c\u8003\u3048\u3066\u3044\u305f\u3053\u3068\u306a\u3093\u3067\u3059\u3002OCI\u306e\u5229\u70b9\u3092\u3088\u308a\u6df1\u304f\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u3001\u305d\u308c\u304c\u5f79\u306b\u7acb\u3064\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u3057\u304b\u3057\u3001RAC\u306e\u4e2d\u6838\u3068\u306a\u308b\u5dee\u5225\u5316\u304c\u300120\u5e74\u5f8c\u3067\u3082\u5dee\u5225\u5316\u3092\u4fc3\u9032\u3057\u7d9a\u3051\u3066\u3044\u308b\u3068\u3044\u3046\u306e\u306f\u9a5a\u304d\u3067\u3059\u3002\u5b9f\u306f\u3001\u30b5\u30d5\u30e9\u306b\u8cea\u554f\u3057\u305f\u3044\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u30b5\u30d5\u30e9\u306f\u3001\u6e96\u5099\u66f8\u9762\u306e\u4e2d\u3067\u3001\u67d4\u8edf\u306a\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306b\u3064\u3044\u3066\u8ff0\u3079\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u30e6\u30cb\u30fc\u30af\u306a\u3082\u306e\u3067\u3059\u3002BYOL\u3001\u3042\u306a\u305f\u306f\u305d\u306e\u5148\u99c6\u8005\u3067\u3057\u305f\u3002<\/p>\n

\u307e\u305f\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u306f\u9a5a\u304f\u307b\u3069\u5f37\u304b\u3063\u305f\u3067\u3059\u306d\u3002\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u5f37\u3055\u3092\u652f\u3048\u3066\u3044\u308b\u3082\u306e\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u304a\u8a71\u3044\u305f\u3060\u3051\u307e\u3059\u304b\u3002<\/p>\n

Safra Catz — \u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n

\u4eba\u3005\u304c\u5e38\u306b\u62b1\u3044\u3066\u3044\u308b\u61f8\u5ff5\u306b\u53cd\u3057\u3066\u3001Oracle\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306f\u4f9d\u7136\u3068\u3057\u3066\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u6700\u3082\u5927\u304d\u306a\u90e8\u5206\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u6700\u3082\u91cd\u8981\u306a\u90e8\u5206\u3067\u3042\u308b\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306f\u3001BYOL\uff08Bring Your Own License\uff09\u304c\u53ef\u80fd\u3067\u3042\u308a\u3001\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u3001\u30af\u30e9\u30a6\u30c9\u3001\u307e\u305f\u306f\u305d\u306e\u9593\u306e\u79fb\u52d5\u306b\u304b\u304b\u308f\u3089\u305a\u30ab\u30d0\u30fc\u3067\u304d\u308b\u3053\u3068\u3092\u9867\u5ba2\u304c\u7406\u89e3\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4f9d\u7136\u3068\u3057\u3066\u5805\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u672c\u5f53\u306b\u3044\u3064\u3082\u5927\u304d\u306a\u6570\u5b57\u304c\u51fa\u308b\u306e\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u306e\u6210\u9577\u7387\u306f\u975e\u5e38\u306b\u9ad8\u3044\u3067\u3059\u3002<\/p>\n

\u307e\u305f\u3001Java\u306e\u6210\u9577\u7387\u3082\u975e\u5e38\u306b\u9ad8\u3044\u3067\u3059\u3002\u30a4\u30f3\u30c0\u30b9\u30c8\u30ea\u5206\u91ce\u3067\u3082\u9ad8\u3044\u6210\u9577\u7387\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u7523\u696d\u7528\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u4e00\u90e8\u3067\u3059\u3002\u305d\u308c\u304b\u3089……\u3001\u4e21\u65b9\u306e\u6570\u5b57\u3092\u78ba\u8a8d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n

Cerner\u306e\u5834\u5408\u306f\u3001Cerner\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u304c\u3042\u308b\u305f\u3081\u3001\u6210\u9577\u7387\u306f23%\u3067\u3059\u3002\u30b5\u30fc\u30ca\u30fc\u304c\u306a\u3044\u5834\u5408\u306f\u30019%\u306e\u6210\u9577\u7387\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u30b5\u30fc\u30ca\u30fc\u304c\u306a\u304f\u3066\u3082\u30011\u5e74\u524d\u306b\u975e\u5e38\u306b\u9ad8\u3044\u6210\u9577\u7387\u3092\u793a\u3057\u305f\u30e9\u30a4\u30bb\u30f3\u30b9\u304c\u3001\u4eca\u3001\u6210\u9577\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u3084\u306f\u308a\u5927\u304d\u306a\u67f1\u306f\u3001\u3082\u3061\u308d\u3093\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u3059\u3002<\/p>\n

\u3053\u308c\u304c\u5927\u90e8\u5206\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u696d\u754c\u5411\u3051\u30a2\u30d7\u30ea\u304c\u3044\u304f\u3064\u304b\u3042\u308a\u3001Cerner\u3082\u5c11\u3005\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u975e\u5e38\u306b\u597d\u8abf\u306a\u72b6\u614b\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n

John DiFucci — Gordon Haskett Research Advisors — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u306a\u308b\u307b\u3069\u3002\u305d\u308c\u306a\u3089\u7d0d\u5f97\u3067\u3059\u3002\u591a\u304f\u306e\u3053\u3068\u304c\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n

\u3069\u3046\u3082\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

\u3082\u3061\u308d\u3093\u3067\u3059\u3002<\/p>\n

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

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Mark Moerdler — AllianceBernstein — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

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

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\u3082\u3061\u308d\u3093\u3001\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3082\u81ea\u52d5\u5316\u3057\u305f\u3044\u3002\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u4e0a\u306b\u3001\u56fd\u5bb6\u7684\u306a\u516c\u8846\u885b\u751f\u3092\u5b9f\u73fe\u3057\u305f\u3044\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u56fd\u5bb6\u7684\u306a\u516c\u8846\u885b\u751f\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u30aa\u30c3\u30af\u30b9\u30d5\u30a9\u30fc\u30c9\u30fb\u30ca\u30ce\u30dd\u30a2\u306e\u8a71\u3092\u3057\u307e\u3057\u305f\u3002<\/p>\n

\u3053\u308c\u306f\u65e9\u671f\u8b66\u6212\u30b7\u30b9\u30c6\u30e0\u3067\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3064\u306a\u304c\u308b\u6b21\u306e\u75c5\u539f\u4f53\u3092\u691c\u51fa\u3059\u308b\u305f\u3081\u306e\u3082\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u516c\u8846\u885b\u751f\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u73fe\u5728\u3001\u8a71\u3057\u5408\u3044\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u306a\u308b\u6050\u308c\u306e\u3042\u308b\u6b21\u306e\u75c5\u539f\u4f53\u3092\u691c\u51fa\u3067\u304d\u308b\u3088\u3046\u306b\u3001\u4e16\u754c\u7684\u306a\u65e9\u671f\u8b66\u6212\u30b7\u30b9\u30c6\u30e0\u306e\u69cb\u7bc9\u3068\u914d\u5099\u306b\u3064\u3044\u3066\u3001\u4f01\u696d\u3067\u306f\u306a\u304f\u3001\u56fd\u3068\u8b70\u8ad6\u3057\u3066\u3044\u308b\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n

\u65e9\u671f\u306b\u767a\u898b\u3059\u308b\u3053\u3068\u3067\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u306a\u308b\u306e\u3092\u9632\u3050\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u3001\u56fd\u306e\u30a4\u30f3\u30d5\u30e9\u304c\u5165\u9662\u7387\u3084\u30ef\u30af\u30c1\u30f3\u63a5\u7a2e\u7387\u306a\u3069\u3092\u3069\u306e\u3088\u3046\u306b\u7ba1\u7406\u3057\u3066\u3044\u308b\u304b\u3001\u5206\u5358\u4f4d\u3001\u79d2\u5358\u4f4d\u306e\u30c7\u30fc\u30bf\u304c\u3042\u308c\u3070\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306e\u969b\u306b\u30ea\u30bd\u30fc\u30b9\u3092\u3088\u308a\u9069\u5207\u306b\u914d\u7f6e\u3001\u7ba1\u7406\u3067\u304d\u3001COVID-19\u306e\u6642\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u7e70\u308a\u8fd4\u3055\u308c\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001Safra\u306f\u898b\u8fbc\u307f\u5ba2\u306e\u56fd\u3005\u3092\u8a2a\u554f\u3057\u3066\u623b\u3063\u3066\u304d\u305f\u3068\u3053\u308d\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u56fd\u5bb6\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u3001\u3044\u304f\u3064\u304b\u306e\u56fd\u3068\u5951\u7d04\u3092\u7d50\u3076\u3053\u3068\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u3053\u308c\u3089\u306e\u5951\u7d04\u306f\u81a8\u5927\u306a\u3082\u306e\u3067\u3059\u3002<\/p>\n

\u672c\u5f53\u306b\u81a8\u5927\u3067\u3001\u3044\u304f\u3064\u3082\u5951\u7d04\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u306e\u30e1\u30e2\u306b\u3082\u66f8\u304d\u307e\u3057\u305f\u304c\u3001\u3053\u306e\u30d8\u30eb\u30b9\u30b1\u30a2\u306e\u6a5f\u4f1a\u306f\u524d\u4f8b\u306e\u306a\u3044\u898f\u6a21\u3067\u3059\u304c\u3001\u305d\u308c\u306b\u4f34\u3046\u8cac\u4efb\u3082\u5927\u304d\u3044\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u306f\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u4eba\u985e\u306f\u3001\u6b74\u53f2\u7684\u306b\u884c\u3063\u3066\u304d\u305f\u3053\u3068\u3088\u308a\u3082\u3001\u4eba\u3005\u306b\u30d8\u30eb\u30b9\u30b1\u30a2\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u3001\u3088\u308a\u826f\u3044\u4ed5\u4e8b\u3092\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001COVID-19\u306e\u3088\u3046\u306a\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u3092\u4e8c\u5ea6\u3068\u7e70\u308a\u8fd4\u3057\u3066\u306f\u306a\u3089\u306a\u3044\u306e\u3067\u3059\u3002\u65b0\u4e16\u4ee3\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3053\u3068\u3067\u3001\u307e\u305a\u306f\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u3092\u4e88\u9632\u3057\u3001\u6b21\u306b\u533b\u7642\u3092\u7ba1\u7406\u3057\u3001\u533b\u7642\u30b7\u30b9\u30c6\u30e0\u3092\u3088\u308a\u3088\u304f\u7ba1\u7406\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u3044\u3046\u5371\u6a5f\u611f\u3068\u56fd\u6c11\u610f\u8b58\u304c\u4e16\u754c\u4e2d\u306b\u3042\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u79c1\u306e\u77e5\u308b\u9650\u308a\u3001\u3053\u306e\u554f\u984c\u306b\u53d6\u308a\u7d44\u3082\u3046\u3068\u3057\u3066\u3044\u308b\u4f01\u696d\u306f\u4e16\u754c\u3067\u30aa\u30e9\u30af\u30eb\u3060\u3051\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u305f\u3081\u306b\u79c1\u305f\u3061\u3068\u5354\u529b\u3057\u3066\u304f\u308c\u308b\u591a\u304f\u306e\u56fd\u3005\u3068\u5951\u7d04\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Mark Moerdler — AllianceBernstein — \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<\/p>\n

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

\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u306f\u6700\u5f8c\u306b\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30e9\u30a4\u30e2\u30fb\u30ec\u30f3\u30b7\u30e7\u30fc\u304b\u3089\u8cea\u554f\u3092\u304a\u53d7\u3051\u3057\u307e\u3059\u3002<\/p>\n

Raimo Lenschow — \u30d0\u30fc\u30af\u30ec\u30a4\u30ba — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

\u6642\u9593\u3092\u5272\u3044\u3066\u3044\u305f\u3060\u3044\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30021\u3064\u3060\u3051\u7c21\u5358\u306a\u8cea\u554f\u3092\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u74b0\u5883\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u3001\u901a\u5e38\u306f\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30b7\u30b9\u30c6\u30e0\u3092\u898b\u76f4\u3059\u6642\u671f\u3067\u306f\u3042\u308a\u307e\u305b\u3093 — \u305d\u3046\u3044\u3048\u3070\u3001\u6614\u3001\u79c1\u304cPWC\u306b\u3044\u305f\u3053\u308d\u306f\u3001\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u30b7\u30b9\u30c6\u30e0\u3092\u898b\u76f4\u3059\u6642\u671f\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n

\u3067\u3082\u3001\u3042\u306a\u305f\u306f\u672c\u5f53\u306b\u9806\u8abf\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3057\u305f\u3002NetSuite\u306fFusion\u3092\u5c11\u3057\u8ffd\u3044\u8d8a\u3059\u52e2\u3044\u3067\u3059\u3002\u305d\u306e\u8981\u56e0\u3084\u73fe\u72b6\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

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

\u305d\u3046\u3067\u3059\u306d\u3002\u79c1\u304b\u3089\u59cb\u3081\u307e\u3059\u3002\u30e9\u30ea\u30fc\u3001\u5fc5\u8981\u306a\u3089\u8ffd\u52a0\u3057\u3066\u304f\u3060\u3055\u3044\u3002\u79c1\u305f\u3061\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3066\u304a\u308a\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3084\u30a2\u30e1\u30ea\u30ab\u306f\u3082\u3061\u308d\u3093\u3001\u6e7e\u5cb8\u8af8\u56fd\u3084\u30a2\u30b8\u30a2\u3001\u30e9\u30c6\u30f3\u30a2\u30e1\u30ea\u30ab\u306e\u3055\u307e\u3056\u307e\u306a\u5730\u57df\u306b\u62e0\u70b9\u3092\u7f6e\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u53e4\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u4f59\u88d5\u304c\u306a\u3044\u4f01\u696d\u306f\u3001\u5fc5\u305a\u5b58\u5728\u3059\u308b\u306e\u3067\u3059\u3002\u53e4\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u3068\u3001\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308a\u3059\u304e\u308b\u306e\u3067\u3059\u3002\u53e4\u3044\u30b7\u30b9\u30c6\u30e0\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u306b\u306f\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308a\u3059\u304e\u308b\u3057\u3001\u30e9\u30f3\u30cb\u30f3\u30b0\u30b3\u30b9\u30c8\u3082\u304b\u304b\u308a\u3059\u304e\u3066\u3001\u304b\u3048\u3063\u3066\u8db3\u304b\u305b\u306b\u306a\u3063\u3066\u3044\u308b\u3002\u305d\u3057\u3066\u3001\u5f7c\u3089\u306f\u305d\u308c\u3092\u77e5\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

COVID\u3067\u591a\u304f\u306e\u4f01\u696d\u304c\u5b66\u3093\u3060\u3053\u3068\u306e1\u3064\u306f\u3001\u9867\u5ba2\u3001\u5f93\u696d\u54e1\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u306e\u30c7\u30b8\u30bf\u30eb\u63a5\u7d9a\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u4f55\u3089\u304b\u306e\u8ecc\u9053\u306b\u4e57\u3089\u306a\u304b\u3063\u305f\u4f01\u696d\u306f\u3001\u5927\u304d\u306a\u30cf\u30f3\u30c7\u30a3\u30ad\u30e3\u30c3\u30d7\u3092\u80cc\u8ca0\u3046\u3053\u3068\u306b\u306a\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3057\u3087\u3046\u3002\u305d\u3057\u3066\u3001\u305d\u306e\u52e2\u3044\u306f\u7559\u307e\u308b\u3068\u3053\u308d\u3092\u77e5\u308a\u307e\u305b\u3093\u3002\u305d\u3057\u3066\u3001\u500b\u3005\u306e\u56fd\u3084\u5730\u57df\u3067\u306f\u3001\u3042\u3061\u3053\u3061\u3067\u591a\u5c11\u306e\u6e1b\u901f\u304c\u898b\u3089\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u4fe1\u3058\u3089\u308c\u306a\u3044\u307b\u3069\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u308b\u56fd\u3084\u7523\u696d\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u305d\u3057\u3066\u3001\u5f7c\u3089\u306f\u3053\u308c\u3092\u91cd\u8981\u8996\u3057\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u306fSaaS\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u6700\u7d42\u7684\u306b\u652f\u51fa\u304c\u6e1b\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u3088\u308a\u591a\u304f\u306e\u8ca9\u58f2\u3001\u5f93\u696d\u54e1\u3084\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3068\u306e\u5354\u50cd\u3092\u5b9f\u73fe\u3059\u308b\u305f\u3081\u306e\u6a5f\u80fd\u304c\u683c\u6bb5\u306b\u5411\u4e0a\u3057\u307e\u3059\u3002\u3082\u3061\u308d\u3093\u3001\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u9867\u5ba2\u3082\u540c\u69d8\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u52e2\u3044\u306f\u3059\u3067\u306b\u59cb\u307e\u3063\u3066\u304a\u308a\u3001\u4eca\u5f8c\u3082\u975e\u5e38\u306b\u5f37\u304f\u7d9a\u3044\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002<\/p>\n

\u307e\u305f\u3001\u79c1\u305f\u3061\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u4f01\u696d\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3042\u308b\u5730\u57df\u3067\u4f55\u3089\u304b\u306e\u554f\u984c\u304c\u3042\u3063\u305f\u3068\u3057\u3066\u3082\u3001\u4ed6\u306e\u5730\u57df\u3067\u306f\u4eca\u3001\u9a5a\u7570\u7684\u306b\u3046\u307e\u304f\u3044\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n

Raimo Lenschow — Barclays — \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n

OK\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u30b1\u30f3\u30fb\u30dc\u30f3\u30c9 — \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u90e8\u9580\u8cac\u4efb\u8005<\/p>\n

\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u30b5\u30d5\u30e9\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u306e\u96fb\u8a71\u306b\u3088\u308b\u30ea\u30d7\u30ec\u30a4\u306f\u3001\u5f53\u793e\u306eIR\u30b5\u30a4\u30c8\u306724\u6642\u9593\u304a\u805e\u304d\u306b\u306a\u308c\u307e\u3059\u3002\u672c\u65e5\u306f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u305d\u308c\u3067\u306f\u3001\u30dc\u30fc\u306e\u901a\u8a33\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n

 <\/p>\n

\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u3084\u3054\u611f\u60f3\u3092\u3044\u305f\u3060\u3051\u308b\u3068\u5b09\u3057\u3044\u3067\u3059\u3002<\/p>\n

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\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

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\"\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>
\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","protected":false},"excerpt":{"rendered":"

\u30aa\u30e9\u30af\u30eb(ORCL)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u826f\u3044\u6c7a\u7b97\u3067\u3057\u305f\u304c\u8cb7\u3063\u3066\u3044\u304d\u305f\u3044\u307b\u3069\u3067\u306f\u306a\u3044\u3067\u3059\u306d\u3002\u305f\u3060\u3001\u3053\u306e\u307e\u307e\u597d\u8abf\u3067\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u4f4e\u8ff7\u3092\u3046\u307e\u304f\u5207\u308a\u629c\u3051\u308c\u308b\u3068\u3044\u3044\u3067\u3059\u306d\u3002 \u5c06\u6765\u6027\u306f\u3042\u308b\u3068\u601d\u3063\u3066\u3044\u308b\u306e\u3067\u4f55 … <\/p>\n","protected":false},"author":1,"featured_media":927,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[454,453,76,105,83],"class_list":{"0":"post-2259","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-orcl","9":"tag-453","10":"tag-76","11":"tag-105","12":"tag-83"},"yoast_head":"\n\u30aa\u30e9\u30af\u30eb(ORCL)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a – \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"description\" 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