|By Maureen O'Gara||
|December 18, 2009 01:30 PM EST||
Cloud Computing Expo - Oracle expects the European Commission to wave its acquisition of Sun through next month MySQL and all without any annoying conditions.
Oracle president Safra Catz, who’s been wrestling with the EC, said so when the company posted its fiscal second-quarter results Thursday, another reason Oracle’s going to have a Merry Christmas.
Catz took a bunch of Oracle users to an EC hearing a week ago to buttress the company’s claims that the EC had put words in users’ mouths to support the theory of harm it manufactured to try to stop Oracle from getting MySQL.
The meeting was backed by a write-in campaign from hundreds of users as well as a letter from the US Senate and a public statement from the Justice Department.
A grateful Catz said, “I want to thank all of our customers for the overwhelming support they have given us during this process.”
After further discussions with the agency over the weekend Oracle Monday made a few relatively non-restrictive promises regarding MySQL so the EC could leave the stage with its dignity intact. It still has until January 27. It will be curious to see it takes that long.
Oracle’s CEO Larry Ellison, who blamed the EC’s foot-dragging for Sun losing $100 million a month to rivals said he expects “Sun to rapidly improve both its market share and margins once this merger closes,” claiming that “Sun’s new Sparc Solaris system and Sun’s new Exadata database machine both run the Oracle database faster than IBM’s fastest computer.”
Ellison reckons the Exadata-style business is the future of computing and worth billions of dollars.
During a conference call Ellison said Sun had no talent for selling high-volume, low-margin x86 machines and would leave that business to Dell and HP. Instead it will focus on the high-performance end peddling SMP machines and private clouds based on both Sun Solaris operating system and Oracle’s Unbreakable Linux and complete with integrated storage and networking.
Oracle’s Q2 beat the Street and the numbers hint that enterprise spending might be coming back into fashion again.
Oracle earned $1.46 billion, or 29 cents a share, up 15%, on revenues up 4% to $5.9 billion, pushing past the $5.69 billion expected. On a non-GAAP basis it realized 39 cents a share, three cents better than expected.
New software license revenues were up 2% to $1.7 billion, versus the $1.54 billion expected. Software updates and support revenues were up 14% to $3.2 billion.
The company’s operating income was up 10% to $2.2 billion and operating margin was up 200 basis points to 37%. Operating cash flow on a trailing 12-month basis was $8.7 billion, up 7%.
In a prepared statement, CFO Jeff Epstein said, “We delivered results which were substantially better than we expected on both the top and bottom line, growing non-GAAP operating margins by 280 basis points to 49%, the highest Q2 non-GAAP operating margin in our history.”
Oracle claimed it took market share from SAP in every region around the world for the fourth consecutive quarter. President Charles Phillips said that in constant currency, “our applications business grew 1% in the Americas and 2% in Asia Pacific versus a negative 35% and negative 34% respectively for SAP.”
Catz said Sun, for all its losses, is still expected to bring Oracle $1.5 billion in operating income. Leaving Sun out – Oracle will redo its predictions next month – she forecast software license revenues to grow this quarter somewhere between minus 1% to up 9% and revenue to be up 3%-6% with non-GAAP ESP of 36 cents-38 cents
After making a doctor’s appointment via your mobile device, you receive a calendar invite. The day of your appointment, you get a reminder with the doctor’s location and contact information. As you enter the doctor’s exam room, the medical team is equipped with the latest tablet containing your medical history – he or she makes real time updates to your medical file. At the end of your visit, you receive an electronic prescription to your preferred pharmacy and can schedule your next appointment.
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The Open Compute Project is a collective effort by Facebook and a number of players in the datacenter industry to bring lessons learned from the social media giant's giant IT deployment to the rest of the world. Datacenters account for 3% of global electricity consumption – about the same as all of Switzerland or the Czech Republic -- according to people I met at the recent Open Compute Summit in San Jose. With increasing mobility at the edge of the cloud and vast new dataflows being predicted with the growth of the Internet of Things (and The Coming Age of Many Zettabytes) in the near...
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GENBAND has announced that SageNet is leveraging the Nuvia platform to deliver Unified Communications as a Service (UCaaS) to its large base of retail and enterprise customers. Nuvia’s cloud-based solution provides SageNet’s customers with a full suite of business communications and collaboration tools. Two large national SageNet retail customers have recently signed up to deploy the Nuvia platform and the company will continue to sell the service to new and existing customers. Nuvia’s capabilities include HD voice, video, multimedia messaging, mobility, conferencing, Web collaboration, deskt...
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Docker is an excellent platform for organizations interested in running microservices. It offers portability and consistency between development and production environments, quick provisioning times, and a simple way to isolate services. In his session at DevOps Summit at 16th Cloud Expo, Shannon Williams, co-founder of Rancher Labs, will walk through these and other benefits of using Docker to run microservices, and provide an overview of RancherOS, a minimalist distribution of Linux designed expressly to run Docker. He will also discuss Rancher, an orchestration and service discovery platf...
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