Oracle could see two of its most important customers in jeopardy. The companies Amazon and Salesforce are working on cheaper alternatives to software for Oracle databases, according to a report by The Information in which sources close to the situation are cited and collected by the Bloomberg agency .
Specifically, the two giants are experimenting with open source technology , which they would use in the performance of critical business tasks. From the information of the medium it is extracted that Amazon and Salesforce are achieving important advances in their new strategy, although the efforts of at least one of them to opt for a provider of cheaper solutions are not new.
The company of Jeff Bezos would have been investigating since the beginning of the last decade to stop relying on the company founded by Larry Ellison in this software service. Currently he would have stopped using Oracle programs in two of his internal databases.
Salesforce, for its part, has been working on a replacement for this technology that has been called, with a certain irony, Sayonara . Although they would have already managed to develop it to the point of starting their internal deployment , in Marc Benioff’s company they do not have to fully disconnect from Oracle until 2023.
The news has been reflected in the markets. The price of Oracle has dropped after leaking the information, losing up to 3.27% of its value on Tuesday. At the last minute it has moderated the decline, and has reached the close at 46.63 dollars per share, 1.42% below the opening price. In the after-hours operations it has continued with the tendency to lift.
Oracle recently made headlines with the announcement that it would buy Aconex , an Australian construction management software company.