Oracle buys Taleo in a $1.9B response to SAP

Oracle is buying Taleo, a SaaS-based talent management company for $1.9 billion. Oracle said Taleo’s services will become part of the Oracle “public cloud.” Taleo could bring both more cloud credibility and more vertical expertise to Oracle’s broadening applications portfolio.

Has SAP gotten cloud religion?

When SAP pre-announced better-than-expected earnings, there was no mention of cloud computing. But, there is a feeling that the company, as it completes its buyout of SuccessFactors and closes more Business ByDesign deals, might be able to put its reputation of cloud cluelessness behind it.’s Rypple buy shows the appeal of HR apps’s plan to purchase Rypple shows the importance of human capital management to the new cloud-savvy enterprise. The game plan calls for a new HCM business unit and the relabeling of Rypple’s offerings as “Successforce.” The effort will be directed by industry vet John Wookey.

Today in Cloud

The big news over the weekend was SAP‘s U.S. subsidiary’s $3.4 billion acquisition of SuccessFactors. Arik Hesseldahl is amongst those seeing this as an attempt to boost SAP’s cloud abilities. Larry Dignan points to this (and recent Oracle acquisitions) as evidence that the established enterprise software players have decided to buy rather than build their way to cloud success. Dignan also posits “a run on cloud-related companies.” Dennis Howlett takes a step back, and explores some of the implications of the purchase. And finally for now, Larry Dignan returns to the story this morning with some more reflection. He worries that a continued spate of these acquisitions will squeeze the “revolution” out of the cloud space, and make progress slower and more evolutionary. A little bit of evolution might actually not be a bad thing.