Bernstein on ERP: Oracle Leads, SAP and Microsoft Best Placed — ORCL Outperform

Posted on by Eben@CANSLIM Research

In a report titled Global Software: The next ERP supercycle: The race to control enterprise execution, Bernstein analysts Richard Nguyen, Mark L. Moerdler, Firoz Valliji, Derric Marcon and Shelly Tang argue that ERP is reaching a structural inflection point as value shifts from transaction digitisation to coordination digitisation. The report, first published 08 Sep 2026, describes these platform resets as occurring only every 20-30 years, and as events that often reshape industry leadership, business models and valuation frameworks.

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