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Oracle is a massive company, mostly software; it's very hard to keep engineering growth in enterprise software given most innovation is driving prices down. Ke

Oracle is a massive company, mostly software; it's very hard to keep engineering growth in enterprise software given most innovation is driving prices down. Keep in mind Oracle's hardware division is a little over $5b, or 14% of their annual revenue. Not likely the reason for their problems. Most of the press has been pretty positive on how they've leveraged hardware compared to their competition (IBM, HP, Dell). [1] [1] http://www.theregister.co.uk/2015/01/27/oracles_sun_microsystems_acquisition_5_years_later/?page=1 http://www.theregister.co.uk/2015/01/27/oracles_sun_microsys...

the_why_of_y 12y ago
The article you quote puts the hardware revenue at 5%, not 14% - but perhaps that is only "Products" excluding "Services"... hardware services revenue should be smaller than products, so 14% still seems wrong. $5b is less than 2/3 as much as Sun's yearly hardware revenue in FY2009, which was substantially lower than in 2008 due to the financial apocalypse (big finance was busy trying not to go bankrupt instead of buying the best hardware money can buy). (Unfortunately Sun's 10-K does not break out hardware revenue specifically, but was split up in "Server Products", "Storage Products", "Support Services", "Professional and Educational Services" so it's not obvious to me how the news reports back in the day got their ~$9 billion number for hardware, but at least they're consistent on that)