SAP acquires SuccessFactors – Enterprise Education Platform trend evidence.. What will Oracle do?

SAP tracks performance data on all levels, SuccessFactors tracks talent performance. This combination could be the Holy Grail CEOs have been looking for, as SAP will inevitably make it possible to combine SuccessFactors data with their enterprise performance data. Perhaps this is the real reason (or at least an additional reason) SAP acquired SuccessFactors?