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Martin Mutch

Oracle veteran Martin Mutch digs through the parade of acquisitions, competition and media frenzy which surrounds the software supplier and gives his take on what it means for end user organisations. Immersed in Oracle customers’ day-to-day concerns, Martin and Rocela the consultancy he co-founded help the world’s biggest brands get the most out of their Oracle investments, optimise their usage and ensure compliance.

Can Sun still shine for Oracle?

Picking apart the latest earnings

by Martin Mutch

Oracle announced its Q2 earnings as most of us were winding down for the festive season and broadly speaking it outperformed expectation, particularly in new software sales and cloud subscriptions which grew 18% in constant currency. Last...

January 02, 2013 10:53:58 AM Read Full Post

Oracle on its knees?

Software license resale ruling adds to pressure from SAP, HP and Google

by Martin Mutch

It wasn’t long ago that Oracle looked invincible - on the path to global IT domination. It overcame the European Court of Justice blocker over its Sun acquisition after it outmanoeuvred Neelie Kroes of the European Commission; it...

July 11, 2012 11:58:27 AM Read Full Post

Oracle rushes out its good news, but can scarcely conceal its concerns

With a decent score-sheet, why Oracle's sudden urgency to announce?

by Martin Mutch

Even by Oracle's maverick standards, suddenly bringing forward its Q4 earnings call was a curve ball. At face value it could be suggested that it thought its full year results, generally outperforming expectations, were worth getting out quickly?...

June 20, 2012 5:49:36 PM Read Full Post

Oracle in the wars?

Few clear cut victories and a long war ahead

by Martin Mutch

Larry Ellison took time out of the Oracle year end frenzy last week and during an interview at a conference, talked about yachts, the competition and generally amused himself. We also like to take stock at this time of year as Oracle is about to...

June 06, 2012 10:04:14 AM Read Full Post

The UK Cabinet Office finally cuts a deal with Oracle

Can you beat a 71 percent discount on software licences?

by Martin Mutch

Way back in November 2010 I blogged here that Oracle and the Cabinet Office had announced a new MOU. I questioned why no one knew any details or where the savings would come from. I now almost stand corrected - the deal is done, announced...

March 28, 2012 4:46:09 PM Read Full Post

Will Oracle meet Q3 expectations?

Pressure on after after the hammering it took for its Q2 miss

by Martin Mutch

Oracle will announce its Q3 results on 20 March against a backdrop of missing analyst expectations in its Q2 earnings call. Oracle was on a march for most of 2011 with its tidal wave of acquisitions driving growth and domination. It was a...

March 14, 2012 3:55:12 PM Read Full Post

Is Oracle falling from grace?

Analyst expectations confounded by missed earnings target

by Martin Mutch

At its last quarterly earnings call Oracle sent analysts reeling with the shock announcement that it missed expectations by around 10%, the first such shock in over 10 years. The miss was attributed to delayed deal approvals, particularly with...

January 31, 2012 10:57:15 AM Read Full Post

Oracle FY12 Q2 earnings call preview...

Will it meet expectation?

by Martin Mutch

As Oracle concludes its H1, we look back at six months of Oracle ‘Rock ‘n Roll’ and anticipate its earnings announcement. It’s certainly been eventful. Battle Stats The combative Ellison has not shied away from conflict...

December 18, 2011 8:56:33 AM Read Full Post

Oracle Fusion - The emerging truth, part II

The impact of cloud on the database monolith

by Martin Mutch

In part I, I considered the journey Oracle has taken in its Fusion development. However, previously described as ‘gibberish’ by Larry Ellison, the cloud was about to make its mark. Oracle has changed their stance on cloud. Two...

November 12, 2011 10:41:22 AM Read Full Post

Oracle Fusion - The emerging truth, part I

The troubled history of Oracle's app suite

by Martin Mutch

The concept of Fusion came from a reactionary and hostile acquisition of PeopleSoft, after PeopleSoft itself acquired JD Edwards and the Oracle applications business was therefore relegated to third or even fourth place in the global applications...

November 10, 2011 2:31:41 PM Read Full Post

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