Articles for Oracle

Weekly Tech Review: Microsoft, SAP and Oracle

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Friday, January 20th, 2012 by Trefis Team

This week was a very eventful one with several technology companies like Microsoft (NASDAQ:MSFT) geared up to announce their quarterly earnings. We also saw some significant developments related to SAP (NYSE:SAP) and Oracle (NASDAQ:ORCL), which could impact their stocks going forward. Read More »

Oracle Counters SAP’s HANA with Exalytics and TimesTen In-Memory Database

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Tuesday, January 17th, 2012 by Trefis Team

Oracle (NASDAQ:ORCL) announced an upgrade to its TimesTen in-memory database, which will power its upcoming Exalytics in-memory computing appliance. With its new in-memory, high performance computing product – Exalytics – Oracle is aiming straight at SAP’s HANA appliance, which has been seeing increasing traction in the business intelligence and analytics space. SAP (NYSE:SAP) has been pushing HANA aggressively and recently reported €160 million in sales in 2011, exceeding its targets by 60%.

Oracle Rolls to $37 with Help from Big Data Appliance Cloudera

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Thursday, January 12th, 2012 by Trefis Team

Oracle (NASDAQ:ORCL) is one of the largest enterprise software giants, which competes primarily with Microsoft (NASDAQ:MSFT), SAP (NYSE:SAP) and IBM (NYSE:IBM). At its OpenWorld conference in October, it had announced a series of new offerings, including the Oracle Public Cloud, as well as a new big data appliance. Today, it announced the launch of its Big Data Appliance. It has partnered with Cloudera, the leading provider of Hadoop system management tools, to power its appliance. Read More »

Oracle Update: All Eyes on the Cloud as Hardware Sales Recover

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Thursday, January 5th, 2012 by Trefis Team

Oracle‘s (NASDAQ:ORCL) stock was pounded after its earnings announcement on December 20, as it posted flat software sales, and a decline in hardware sales in its two most important markets – Europe and the U.S. It crashed nearly 10%, but has been almost flat since then. Oracle competes primarily with Salesforce.com (NYSE:CRM), SAP (NYSE:SAP) and Microsoft (NASDAQ:MSFT) in enterprise software. There haven’t been many significant developments related to Oracle in the last couple of weeks, save a few.
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Weekly Tech Review: SAP, Salesforce.com, Oracle & Shutterfly

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Tuesday, January 3rd, 2012 by Trefis Team

This past week has been one of the less volatile ones in the last two months. However, there were some developments in some prominent technology companies including SAP (NYSE:SAP), Salesforce.com (NYSE:CRM), Oracle (NASDAQ:ORCL) and Shutterfly (NASDAQ:SFLY). Here are some updates on these companies which could impact their stocks going forward.

Oracle Bets on the Cloud as Software Sales Slump on European Mess

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Friday, December 23rd, 2011 by Trefis Team

Oracle (NASDAQ:ORCL) reported its Q2 FY12 earnings results this week with software and hardware sales lower than expected, which sent the stock down almost 10% in after-hours trading. The gloomy macroeconomic situation has finally caught up with Oracle as it reported near zero growth in software sales and a decrease in hardware sales, in America and Europe. Oracle is one of the largest enterprise software makers in the world, which competes primarily with SAP (NYSE:SAP), IBM (NYSE:IBM), Salesforce.com (NYSE:CRM) and Microsoft (NASDAQ:MSFT).

Weekly Tech Review: Microsoft, Oracle and SAP

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Friday, December 23rd, 2011 by Trefis Team

This week was quite eventful for some companies in the technology sector. Microsoft (NASDAQ:MSFT), Oracle (NASDAQ:ORCL) and SAP (NYSE:SAP) were some of the companies which were in the news. While Microsoft’s stock was almost flat, SAP’s stock fell around 5%, and Oracle dropped 10% after it announced its Q2 FY12 earnings with revenue and profit number falling below analyst estimates.

Oracle Earnings Preview: What We’re Watching

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Monday, December 19th, 2011 by Trefis Team

Oracle (NASDAQ:ORCL) will report its Q2 FY12 earnings on December 20. Oracle has reported a steady increase in revenue in the last four quarters despite enterprise spending being impacted by the European debt crisis. Since more than a third of Oracle’s total revenues come from Europe, we will closely watch for signs of any slowdown in revenue growth. Oracle has also been trying to improve its hardware gross margins, since it acquired Sun Microsystems, as well as hardware sales. We will also be looking at its cloud strategy, now that it has finally set its sights on the rapidly growing cloud-based enterprise software market, where it will compete with Salesforce.com (NYSE:CRM), SAP (NYSE:SAP) and Microsoft (NASDAQ:MSFT).

We currently have a $40 Trefis price estimate for Oracle, which is around 25% above the current market price.

Oracle Updates: Competition in the Cloud Intensifies

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Friday, December 9th, 2011 by Trefis Team

Oracle (NASDAQ:ORCL) is pushing into the cloud while many of its competitors like Salesforce.com (NYSE:CRM) and SAP (NYSE:SAP) are taking similar initiatives. Oracle unveiled its Oracle Public Cloud back in September at the Open World conference, and recently acquired RightNow, a leading provider of cloud-based customer service that offers a full range of cloud solutions including sales force automation, HR, talent management and social networking.

See our complete analysis for Oracle stock

In addition to the above, Oracle recently upgraded its application server – WebLogic 12c, which enables enterprises to build their own private clouds and switch between them and Oracle’s Public Cloud. This week, SAP also acquired SuccessFactors, a leading provider of cloud based HR (human resource management) solutions, to take on Oracle and Salesforce.com in cloud based software.

Even Salesforce.com unveiled its new Radian6 Social Marketing Cloud, which enables companies to monitor their presence on social networks like Facebook and Twitter and leverage social media to interact and engage with their customers. The technology for this offering came from Radian6, which Salesforce.com acquired early in 2011.

In other recent events, Oracle faced a minor defeat against Google in its patent infringement lawsuit related to the use of Java in Android. One of its key patents has been rejected. Some have speculated that Oracle could stand to win a billion dollar settlement from Google in this lawsuit.

Application, database and middleware software account for nearly 75% of Oracle’s $40 Trefis price estimate, which stands nearly 30% above its current market price.

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Oracle Set to Launch Cloud Application Server

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Thursday, December 1st, 2011 by Trefis Team

Oracle (NASDAQ:ORCL) is one of the largest enterprise software makers, which competes with SAP (NYSE:SAP), Microsoft (NASDAQ:MSFT), IBM (NYSE:IBM) and Salesforce.com‘s (NASDAQ:CRM) in the highly competitive industry. It recently embraced cloud computing at its OpenWorld conference after months of denying its existence by launching the Oracle Public Cloud. It is going to unveil the next version of its application server, WebLogic 12c, which will allow enterprise customers to build their own private clouds when coupled with the Exalogic application server appliance.

See our complete analysis for Oracle stock. Read More »