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Monday, Dec 24
2012, 2:25 PM
The 17% Y/Y license revenue growth Oracle (ORCL) posted for FQ2 was fueled by a 56% increase in...
The 17% Y/Y license revenue growth Oracle (ORCL) posted for FQ2 was fueled by a 56% increase in revenue from $3M+ transactions. That worries Macquarie's Brad Zelnick a little: though granting Oracle's acquisition spree makes bigger deals logical, he cautions they "tend to be lumpier, more difficult to comp over time, and can skew seasonal trends." Zelnick also asks if fiscal cliff worries led to a flurry of deal activity. Separately, an analytics software exec wonders if the Eloqua deal will fail due to clashing cultures.