Microsoft Corporation (MSFT), Oracle Corporation (ORCL): Frenemies in the Cloud?

Microsoft Corporation (NASDAQ:MSFT) and Oracle Corporation (NASDAQ:ORCL) are not known as the best of friends in the tech sector. You would not expect Microsoft CEO Steve Ballmer to send a birthday care to Oracle’s Larry Ellison or vice versa. The companies have been direct competitors in several areas of tech, and they have competing languages – Microsoft is known for its .NET code, while Oracle made its name with Java. The are both in the server space, the on-site software market and the profitable SaaS (software-as-a-service) markets. They have each found their sweet spots in those markets, however, so they don’t necessarily compete directly.

Microsoft Corporation (MSFT)But it has been clear that these two companies have not liked each other over the years. So it seems quite odd that Microsoft Corporation (NASDAQ:MSFT) and Oracle Corporation (NASDAQ:ORCL) will actually be sharing the same teleconference Monday to announce something perhaps a little more odd – a partnership. Yes, between Microsoft and Oracle, not the two of them with another company. Just these two. A Kumbaya moment?

Well, maybe we won’t go that far – after all, Microsoft Corporation (NASDAQ:MSFT) head Ballmer is expected to be on the call, but Oracle Corporation (NASDAQ:ORCL) chief Ellison is not –  but certainly seems like technology like the cloud can serve to bring together mortal enemies for a common good. In this case, reports are that Microsoft and Oracle will be announcing a partnership that surrounds Oracle’s new cloud-based database knows as 12c. It seems pretty certain based on the executives on the call that this particular partnership will include the announcement of 12c supporting Windows Azure and/or its Cloud OS.

On the Oracle Corporation (NASDAQ:ORCL) conference call Thursday – following the release of the earnings report, which again missed estimates, the revenue missing by $250 million – Ellison alluded to the partnership when he said, “Next week we will be announcing technology partnerships with the most important, the largest and most important … companies in the cloud. They will be … committing to our technology for years to come. These partnerships I think will reshape the cloud and reshape the perception of Oracle technology in the cloud.”

Reportedly, Microsoft Corporation (NASDAQ:MSFT) is just one of the partnerships being announced in the next few days. Oracle Corporation (NASDAQ:ORCL) is also expected to announce similar agreements with Salesforce.com and NetSuite, among others. Give us your feedback on this alliance and how you think Oracle and Microsoft will fare  with this partnership in the comments section below.

DISCLOSURE: None

Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

Most Expensive Animals in the World

Most Expensive Specialty Crops in the World

Movies That Took Ages to Make

The Longest Hollywood Films Ever Made

Most Expensive Concert Stages

The Richest Bands of all Time

10 Most Corrupt Countries 2013 List

10 Countries with the Highest Quality of Life Index

Most Expensive Mattresses in the World

5 Smallest Countries by Land Area

The Ultimate Heartbreak Songs

Richest Teenagers in the World

10 Most Haunted Places in America

10 Best Places to Retire in Florida East Coast

Top 10 Places to See Before You Die

Top 8 Countries in the World Where Justice Prevails

10 Richest States in America

15 Wealthiest Countries in the World

Richest Singers in the World

Most Expensive Tasting Menu in New York City

Most Expensive Baby Items in the World

Most Expensive Hotel Suites in Vegas

Most Expensive Brunch in New York City

Most Expensive Beef Cuts in the World

25 Best Colleges to Get a Job

Top 10 US Supermarkets

The 25 Most Dangerous Cities in the World to Visit

Most Expensive Xbox Games

Top 11 Cities Where Billionaires Live

Top 10 Most Charitable Companies in America

Most Expensive Seafood in the World

The 10 Wildest Conspiracy Theories

The 10 Best Job Markets in the US

Top 10 Accounting Scandals of All Time

The 25 Biggest Cities in the World

Top 10 Best Paying Virtual Jobs

Most Expensive Leather Shoes in the World

Top 6 Things to Buy in March

The 10 Most Stressful Jobs in America – 2014 List

Top 10 Jobs for Introverted People

Top 10 Honeymoon Destinations in the World

Top 10 Highest Paying Jobs in the World

Most Expensive Day-Care in New York City

The 10 Cheapest Places to Retire Abroad

Top 10 Most Expensive Luxury Cars in the World – 2014

Killer Small Business Ideas

The 50 Best Personal Finance Blogs

Most Expensive Apartments in New York City

Bloodiest UFC Fights Ever Fought

Most Expensive Rum Brands in the World

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!