The Oracle Oracle
Martin Mutch
Recent Posts
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 -...
March 28, 2012 4:46 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....
March 14, 2012 3:55 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 Exadata...
January 31, 2012 10:57 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 over the last half...
December 18, 2011 8:56 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 years ago,...
November 12, 2011 10:41 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 vendor league. Even...
November 10, 2011 2:31 PM Read Full Post
When Oracle faces cloud oblivion...
...it falls back on innovation (creates PR, that is!)
by Martin Mutch
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 is predictable...
October 21, 2011 9:23 AM Read Full Post
Oracle to buy HP? Too strange to happen
This time the nay-sayers might be right
by Martin Mutch
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...
October 10, 2011 1:28 PM Read Full Post
All eyes on Oracle Q1 results
Let’s face it – this is a weird market
by Martin Mutch
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 market capitalisation...
September 15, 2011 2:21 PM Read Full Post
Oracle to buy HP? Stranger things have happened
Is it tech merger time again?
by Martin Mutch
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...
September 5, 2011 12:45 PM Read Full Post
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