The Oracle Oracle

  • Can Sun still shine for Oracle?

    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...

  • Oracle on its knees?

    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...

  • Oracle in the wars?

    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...

  • The UK Cabinet Office finally cuts a deal with Oracle

    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...

  • Will Oracle meet Q3 expectations?

    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...

  • Oracle FY12 Q2 earnings call preview...

    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...

  • Oracle Fusion - The emerging truth, part II

    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...

  • Oracle Fusion - The emerging truth, part I

    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...

  • When Oracle faces cloud oblivion...

    Oracle suddenly have a lot to say about ‘cloud’, certainly in comparison to a year or so ago when Larry blustered about what nonsense the whole cloud movement was. ‘Gibberish’ was the technical term he called upon. Oracle...

  • Oracle to buy HP? Too strange to happen

    In part I of my post on Oracle and HP, I detailed some pretty compelling reasons why an HP/Oracle takeover could be more likely than you’d suspect. But now, I’ve a confession to make - it seems doubtful... I have to agree with those...

  • All eyes on Oracle Q1 results

    Global economic turmoil and the threat of a worldwide double dip recession is certainly creating an interesting landscape for Oracle to report its Q1 earnings. Tech stocks have been battered over recent months and Oracle's ever-increasing rise in...

  • Oracle to buy HP? Stranger things have happened

    Leo Apotheker’s recent unveiling of the HP strategy to focus on software and services and sell off the device and printer business units has triggered a fascinating dance in the tech sector. Here is a look at the basics and what it could...

  • Stack Wars: Episode V - The Enterprise Strikes Back

    After part 1, looking at Oracle’s stake in a Red on Red future, it’s time to take a look at how the war is heating up. All vendors realise that the Stack Wars outcome, currently being fought on the Enterprise front, will dictate...

  • Stack Wars: Episode IV - A new hope (for Red on Red)

    Flash back to yesteryear - an old CIO client called me recently for no reason other than a LinkedIn prompt. It had been over 15 years since we had last met, so I popped in to see him for a chat and was amazed to find his manufacturing business...

  • The Government re-groups its forces in the war on spend

    Back in November, I commented on the lack of transparency in MOUs agreed between the Cabinet Office and the Government’s largest IT suppliers. I expressed doubt that the Cabinet Office MOUs would demonstrate concessions by the major...

  • Observations for Oracle

    Oracle’s full year results for FY11 were more or less as analysts expected, with strong growth in new license sales of 23% proving that Oracle’s core hunting business is still going well. Market domination This remarkable growth...

  • Will Oracle hit its FY11 year end earnings expectations?

    In recent years, we’ve been pretty successful in predicting how Oracle’s in-market activities will translate into earning statements. One of the key analysis tools which has made this possible is the 4 Ps assessment; here we share our...

  • The hardware honey trap

    After Oracle’s Q3 earnings figures were released last week, it has been interesting to reflect further on the impact of Oracle becoming a hardware business after its acquisition of Sun. As I predicted, Oracle hardware sales were not...

  • Oracle support frustrations: SIA it as it is

    A client was sharing a thought with me yesterday. He had recently begun to think his organisation was being shaped into becoming a long-term revenue generating mechanism for Oracle, rather than simply paying to use their software and...

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