Top Big Data Companies - Growth Outlook

Oracle Corporation (ORCL)
Oracle is set as an enterprise to be a leader in adapting to big data by understanding customer data. The company plans to continue its path to build new products, evolve by adapting to standards and regulatory technological change in the market. Oracle’s valued stock is at $32 per share with its price target at $40 FY 2013. With an attractive valuation for 2013, Q2 financial earnings up 24% to $0.53 a share and total revenue up 3% to over $9 billion and with a focus on aggressive acquisitions, performance in cloud and licensing.

Big Data Acquisitions
Oracle has been aggressive in its acquisitions. The $870 million acquisition of Eloqua where Eloqua combined with Oracle Social Marketing and Oracle Social Engagement and Monitoring covers all customer-interaction channels. Salesforce.com's acquisitions of Radian6 and Buddy Media (over $1 billion) addressed only social marketing.

Salesforce.com, Inc. (NYSE: CRM) The company has $3 billion in annual revenue and growth rates. FY 2014, Salesforce revenue expectations will be $3.82 billion to $3.87 billion. Deferred revenue was $1.86 billion, up 35 percent from a year ago. Unbilled deferred revenue was up 39 percent to $1.8 billion in the quarter. Services revenue in the quarter was $49.18 million and subscription and support sales came in at $785.5 million. Salesforce Radian6 big data connects customers reaching out to social audiences. Subscriptions for Salesforce Radian6 are at an estimate of $600 per month. Salesforce’s new "be a customer company" tag line” was presented in big data, mobile, social and cloud.

“With Radian6, salesforce.com is gaining the technology and market leader in social media monitoring,” said Marc Benioff, chairman and CEO, salesforce.com quoted from an announcement. “We see this as a huge opportunity. Not only will this acquisition accelerate our growth, it will extend the value of all of our offerings.”

Microsoft Corporation (MSFT) revenues is of $21.46 billion in the second quarter of fiscal 2013. Microsoft has been a large competitor to Oracle. Microsoft’s growth strategy is to leverage big data technologies from the desktop to the cloud. The company also has expectations for democratization using big data.

In the last few years, Microsoft has revamped its analytics, embraced big data and Hadoop. Microsoft's current investments are supported by its strong balance sheet improving market share gains. Microsoft does have emerging markets strength, continued technology deployment at data centers and growth in cloud computing.

Investor Outlook
Investors should continue to watch evolving big data growth returns of the companies new products and technologies. There are also huge opportunities in re-writing client-server applications to run on cloud stacks, in building and managing a new class of smaller, cloud-compatible data centers for organizations to use and outperform.

Salesforce still has yet to prove its valuation. With strong competition in the big data market, it may only be a matter of time that the pressure and its 30% growth across the board could very well be slowing down. Microsoft does have the tools to help businesses survive in big data. Microsoft’s goal is to make big data accessible to the masses.

Oracle's strategies, past histories, leadership, margins, revenues, and growth rates are successful. Competitors now have similar offerings, spending billions and that's a problem for Oracle. At this point, there are no "wow" features that differentiate. Without further differentiation the market impact of Oracle for investors could very well be minimal.