IV.ASSESSMENT
A.Market Shares
(31)The calculation of market shares has proven to be particularly difficult for the relevant markets, as neither publicly available industry studies nor the parties have provided a segmentation of vendors revenues according to the segmentation of the market (upmarket and mid-market) and vendors do not normally classify their customers according to their volume of revenue or their number of employees. Therefore the Commission sought to establish the strength of the vendors on the basis of their total revenues as reported in industry reports, independently of whether these are achieved in the upmarket or the mid-market. The shares would be as in the following table:
(%) | ||
Total licences revenues worldwide 2002 | FMS | HR |
|---|---|---|
Oracle | 16 | 13,5 |
PeopleSoft | 9 | 30 |
JD Edwards | 3 | 2,5 |
Oracle/PeopleSoft/JD Edwards combined | 28 | 46 |
SAP | 51 | 40 |
Lawson | 4 | 9 |
Intentia | 1,5 | 1,5 |
IFS | 0,5 | 1 |
QAD | 1 | — |
Microsoft MBS | 14 | 2,5 |
Source: Gartner, ERP Market Experiences Further Decline: Market Statistics, 2002, published 2003. | ||
(32)
Given their limited meaning for the markets at stake, the Commission used the shares only as an indication of the relative strength of the different vendors in the markets. The shares show that Oracle, PeopleSoft (including JD Edwards) and SAP are the main players in both the FMS and the HR market and that the share of other players may be estimated at between 10 % and 15 %. SAP would still lead the market over a combined Oracle/PeopleSoft in FMS whereas a combined Oracle/PeopleSoft would take the lead in HR.