Oracle Corporation
 (ORCL)

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  • Mar. 20, 2013, 5:39 PM
    After-hours top gainers, as of 5:15 p.m.: FSYS +3%. JKS +2%. HLF +2%. GEVO +2%. CIM +2%.
    After-hours top losers: GMO -16%. TLYS -10%. TUMI -10%. ORCL -7%. GES -5%.
    | Mar. 20, 2013, 5:39 PM
  • Mar. 20, 2013, 5:19 PM

    Oracle (ORCL) guides on its FQ3 call (webcast) for -1% to +4% Y/Y revenue growth in FQ4, and EPS of $0.85-$0.91. The former is below a consensus for 5.2% growth, while the latter is in-line with an $0.88 consensus. New software license/cloud subscription growth is expected to be in a range of 1%-11%, and hardware product sales are expected to fall 13%-23%. Oracle blames its FQ3 miss in part on deal push-outs and sales execution issues related to new hires. Oracle insists its win rate remains strong, and that the macro situation is unchanged. Shares -7% AH.

    | Mar. 20, 2013, 5:19 PM | 6 Comments
  • Mar. 20, 2013, 4:32 PM

    Blackstone is "seriously considering a bid" for Dell (DELL), Fortune reports, and is forming "contingency plans" for new leadership in the event Michael Dell remains committed to Silver Lake. Oracle (ORCL) second-in-command and former H-P CEO Mark Hurd is said to be a top choice. Dell +0.4% AH to $14.38. (previous)

    | Mar. 20, 2013, 4:32 PM | 6 Comments
  • Mar. 20, 2013, 4:24 PM

    More on Oracle: New software license/cloud subscription sales fell 2% Y/Y in FQ3, down sharply from FQ2's +17% and below guidance of +3%-13% (is cloud competition a factor?). Hardware product sales -23%, same as FQ2 and worse than guidance of flat to -10% (plunging UNIX server demand). License update/product support sales +7% (same as FQ2). Cloud software sales (boosted by acquisitions) grew "well over 100%." $2.1B in buybacks propped up EPS. Opex -2% Y/Y. ORCL -6.6% AH. CC at 5PM ET (webcast), guidance should be provided. (PR)

    | Mar. 20, 2013, 4:24 PM | 1 Comment
  • Mar. 20, 2013, 4:02 PM
    Oracle (ORCL): FQ3 EPS of $0.65 misses by $0.01. Revenue of $9B misses by $0.4B. Shares -5.5% AH. (PR)
    | Mar. 20, 2013, 4:02 PM | 6 Comments
  • Mar. 20, 2013, 1:26 PM

    H-P's (HPQ +0.8%) internal processes are being overhauled left and right, says tech/operations chief John Hinshaw ahead of today's shareholder meeting. The changes, which cover sales, procurement, and much else, may have contributed to H-P's FQ1 EPS beat. A lot of the changes involve the use of cloud software: Hinshaw claims H-P has the world's largest Salesforce (CRM) and Workday (WDAY) implementations (ORCL software was replaced) and that using Salesforce has led to huge improvements in sales efficiency and job satisfaction.

    | Mar. 20, 2013, 1:26 PM | 3 Comments
  • Mar. 20, 2013, 7:48 AM

    Oracle's (ORCL) FQ3 earnings are due out after the bell, with analysts forecasting that EPS rose to $0.66 from $0.62 and that revenue increased 4.1% to $9.37B. Oracle is expected to have benefited from an increase in its sales staff over the last 18 months and from fairly stable demand. "After talking with our Oracle contacts, it sounds like FQ3 was solid," Pacific Crest's Brendan Barnicle says, while Citigroup's Walter Pritchard sees "positive product catalysts ahead."

    | Mar. 20, 2013, 7:48 AM
  • Mar. 20, 2013, 12:10 AM
    Notable earnings after Wednesday’s close: GES, JBL, ORCL, PSUN, SVM
    | Mar. 20, 2013, 12:10 AM
  • Mar. 19, 2013, 5:35 PM
    Notable earnings after Wednesday’s close: GES, JBL, ORCL, PSUN, SVM
    | Mar. 19, 2013, 5:35 PM
  • Mar. 19, 2013, 1:40 PM

    H-P (HPQ) wants a whopping $4B in damages from Oracle (ORCL) over the software giant's decision to discontinue support for Intel's Itanium server CPUs. Look for H-P to point to its plummeting high-end server sales (-24% Y/Y in FQ1) as evidence of the damage Oracle caused. Look for Oracle, which resumed supporting Itanium after a judge ordered it to, to argue demand for "Itanic" was diving anyway as enterprises embraced x86 servers, and that Intel's own commitment to the platform is lukewarm.

    | Mar. 19, 2013, 1:40 PM | 5 Comments
  • Mar. 16, 2013, 12:06 PM

    "A retailer (Amazon), an entertainment company (Netflix), an advertiser (Google), a résumé site (LinkedIn), and an address book (Facebook) have ended up shaping the future of [tech] infrastructure," writes a bemused Ashlee Vance. Unsatisfied with the solutions offered by the likes of IBM, HPQ, EMC, NTAP, and ORCL, Web giants have used home-grown hardware and open-source software projects to fulfill their needs. Their ideas and technology are already upending the server industry ... and their impact stands to grow as more companies buy in.

    | Mar. 16, 2013, 12:06 PM | 15 Comments
  • Mar. 13, 2013, 12:45 PM
    More on Oracle: Canaccord has upgraded shares to Buy ahead of Oracle's March 20 FQ3 report. Believing multiple expansion is possible in light of the discount Oracle trades at relative to peers SAP and IBM, analyst Richard Davis thinks a 20% gain is in the cards this year.
    | Mar. 13, 2013, 12:45 PM
  • Mar. 13, 2013, 12:32 PM

    Oracle (ORCL +0.5%) acquires Nimbula, a developer of software for managing private clouds. The purchase gives Oracle some technology and talent as it tries to develop a soup-to-nuts cloud solution for enterprises, and in doing so take on Microsoft, VMware, Amazon, and the OpenStack consortium. GigaOm's Derrick Harris likes the move, given Oracle's current private cloud strategy "seems hinged on selling big, expensive, over-engineered systems with some legacy Sun Microsystems and Oracle software cobbled together."

    | Mar. 13, 2013, 12:32 PM | 2 Comments
  • Feb. 28, 2013, 1:34 PM

    Server sales rose 3.1% Y/Y in Q4 after falling 4% in Q3, says IDC. But nearly all of this growth went to non-top-5 OEMs, thanks to the do-it-yourself approach of Web/cloud firms behind most of the increase. Sales of the "densely optimized servers" these firms often prefer rose 66%. #1 IBM's share was flat Y/Y at 36.5%, but #2 H-P's (HPQ) fell 160 bps to 24.8% thanks to weak high-end sales. #3 Dell (DELL) +30 bps to 15.1%, #4 Oracle (ORCL) -110 bps to 4.1% (poor UNIX demand). Fujitsu is #5, and Cisco (CSCO), whose UCS blade server sales are soaring, is now #6.

    | Feb. 28, 2013, 1:34 PM
  • Feb. 20, 2013, 6:25 PM
    Morningstar's Ultimate Stock Pickers recently have displayed more breadth than depth in its high-conviction and new-money purchases, even with the increase in investor inflows in early part of 2013. Their newest top 10: TJX, GILD, AIG, BAC, AAPL, DVN, ORCL, WFC, DELL, KO.
    | Feb. 20, 2013, 6:25 PM | 7 Comments
  • Feb. 20, 2013, 3:33 AM
    Apple (AAPL) is the latest company to say that it's suffered a cyber-attack, with hackers breaching its systems after staff Mac computers were infected with malware when they visited a Web site for software developers called iPhonedevsdk. It's the same site that hackers used to get into Twitter's and Facebook's systems by exploiting a well-known security hole in Oracle's (ORCL) Java software.
    | Feb. 20, 2013, 3:33 AM | 6 Comments
Company Description
Oracle Corporation develops, manufactures, markets, hosts and supports database and middleware software, application software, cloud infrastructure, hardware system including computer server, storage and networking products and related services.
Sector: Technology
Country: United States