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Is Oracle struggling? They certainly aren't struggling to make profit.
by amac 15y ago
Is Oracle struggling? They certainly aren't struggling to make profit.
- freejack 15y agoNew software license sales and renewals are both down year-over-year as a percentage of overall sales. It might just be a blip, but I read it as a weakness in their core business. I think the size of the enterprise segment is shrinking - as Andreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle licenses. Nowadays, it doesn't happen at all. Internet-scale is no longer equivalent to enterprise scale, and less companies are buying Oracle as a result. Elsewhere, government sales are slowing as a result of global fiscal restraint, which basically leaves Fortune 500 to carry the water for Oracle. So yeah, "struggling" might be a bit over-the-top, I certainly wouldn't be betting on Oracle as a breakout story. They are probably a business in decline, and most likely to end up in a similar spot as SGI, DEC and tons of other former enterprise powerhouses that saw their core business diminished by the relentless commoditization that comes with advances in technology.
- jijoy 15y agoThere is 12% increase in New Software Licenses for Oracle , as per released data in last FY.
- itswindy 15y agoAndreesen pointed out recently, it was pretty common ten years ago for startups to sink tons of cash into Oracle And Andreessen should be listened in this field because.... ? Serious corporations go for IBM, Oracle, SAP and the likes. They want stability and someone to show up and fix when things go wrong. Most of the 'startups' Marc is talking about, will be not be here 5 years from now. What was Marc's last good investment? Ning or Groupon?
- freejack 15y agoHis point remains accurate regardless of his investing prowess. Startups aren't investing in Oracle licenses today and they were 10 years ago.
- hello_moto 15y agoCorrect me if I'm wrong. Google, Apple, Facebook are all using Oracle albeit not for their main consumer-facing product but more for internal systems that performs e-Commerce functionality.
- crag 15y agoGoogle and Apple? Are you sure about this?
- hello_moto 15y agohttp://easyoradba.wordpress.com/2011/04/04/apples-oracle-dataguard-11g-architecture/ http://easyoradba.wordpress.com/2011/04/04/apples-oracle-dat... Check my above reply for Google.
- scommab 15y agoIf by Oracle you mean heavily modified version of mysql, then yes. Or if you mean Java, then yes. But if you mean any Oracle technologies that need to be licensed, then no.
- deleted 15y ago[deleted]
- hello_moto 15y agoI know a company that did a consulting software project for Google. The team is using Oracle (it has something to do with their Google search in the box purchasing order or some sort). I saw an opening in Facebook website looking for someone with Oracle skill (specifically Oracle). http://venturebeat.com/2010/12/08/tim-campos-dreamforce-comments/ http://venturebeat.com/2010/12/08/tim-campos-dreamforce-comm...
- freejack 15y agoI don't know, but based on your statement, I'd guess that they each probably have a few licenses for enterprise-grade apps. I don't think that changes the analysis that the market is moving on from what Oracle is selling.
- mikeryan 15y agoSkype, Facebook, Zynga, Twitter, Jawbone and Box.net are all in the Andreeson Horowitz portfolio. He seems to be doing fine. Of note, he's also on the HP board of directors
- itswindy 15y agoSkype, Facebook, Zynga, Twitter, Jawbone and Box.net are all in the Andreeson Horowitz portfolio. He seems to be doing fine. He bought FB way too late than most others. What valuation did he buy in Zynga, Twitter etc than we'll talk? Jut because they're 'hot' now doesn't mean that they'll make him money later.
- taariqlewis 15y agoDon't be surprised we see Andreesen gladly selling his companies should Oracle come knocking with a few hundred million or billion.
- mrj 15y agoYou can not like Oracle and still like money...