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Oracle Corporation (ORCL)

  • Mar. 20, 2013, 12:10 AM
    Notable earnings after Wednesday’s close: GES, JBL, ORCL, PSUN, SVM
    | Mar. 20, 2013, 12:10 AM | Comment!
  • Mar. 19, 2013, 5:35 PM
    Notable earnings after Wednesday’s close: GES, JBL, ORCL, PSUN, SVM
    | Mar. 19, 2013, 5:35 PM | Comment!
  • 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 | Comment!
  • 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 | Comment!
  • 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
  • Feb. 11, 2013, 7:02 PM
    If Oracle's (ORCL) Fusion cloud apps are going to live up to Larry Ellison's hype, the company might have some convincing to do: a small Forrester survey of Oracle app clients found 65% saying they have no plans to deploy Fusion. Of this group, 54% said Fusion, offered as part of a broad assortment of cloud solutions, isn't mature enough. Looking at the big picture, Forrester sees Oracle's app revenue stagnating once acquisitions are excluded, and views a mass migration to Fusion as the only way out.
    | Feb. 11, 2013, 7:02 PM | Comment!
  • Feb. 5, 2013, 11:29 AM
    Coming off a quarter where its non-mainframe server sales fell considerably, IBM (IBM) is expanding its integrated PureSystems line, and moving its Power server line downmarket. New offerings include: 1) The PureData System for Analytics (competes with big data/analytics systems from Oracle, EMC, and Teradata). 2) The PureApplication System, meant for cloud app deployments. 3) Power servers starting at less than $6K. 4) High-end PowerLinux servers for analytics apps. 5) A performance boost for the expensive and share-losing XIV storage line.
    | Feb. 5, 2013, 11:29 AM | Comment!
  • Feb. 4, 2013, 5:17 PM
    TD Ameritrade's Investor Movement Index declined to 4.71 in January, but continues to reflect bullish positioning, say the report authors. Among the stocks seeing net buying activity on dips were AAPL, T, INTC, MSFT, and BAC. Sold on the rips were DELL, C, JPM, ORCL, and LVS. Momentum stocks continuing to be bought were FB and DDD.
    | Feb. 4, 2013, 5:17 PM | 1 Comment
  • Feb. 4, 2013, 9:22 AM
    More on Oracle/Acme Packet: The purchase of Acme, whose session border controllers shuffle VoIP traffic between networks, makes Oracle a telecom equipment firm. While Oracle sells plenty of software, servers, and storage to service providers, it hasn't yet made such a direct foray into infrastructure gear. However, Acme's solutions are differentiated by its Net-Net OS and other software, which arguably complement Oracle's service management and unified communications offerings for telcos and enterprises. ORCL -1.2%. APKT +22.9% to $29.42, slightly above the buyout price.
    | Feb. 4, 2013, 9:22 AM | Comment!
  • Feb. 4, 2013, 8:06 AM
    Oracle (ORCL) will buy Acme Packet (APKT) for $29.25 per share in a $1.7B transaction expected to close in the first half of the year. ORCL -2.0% premarket, APKT halted.
    | Feb. 4, 2013, 8:06 AM | 1 Comment
  • Feb. 1, 2013, 11:19 AM
    Oracle (ORCL +1.5%) makes new 52-week highs after receiving an upgrade to Outperform from BMO's Karl Keirstad, who cites improving top-line growth. "Enterprise data software spending is improving after a rough 2012," he argues - recent earnings reports back this up to an extent - and Exadata system sales have grown to the point where they'll "have a discernible impact" on 2013 growth. Keirstad also sees further room for margin improvement.
    | Feb. 1, 2013, 11:19 AM | 2 Comments
  • Jan. 30, 2013, 10:57 AM
    Though VMware, EMC, and BMC Software's Q1 guidance hasn't exactly stoked enthusiasm about the IT spending environment, Gartner is forecasting global IT spending will grow a healthy 4.2% in 2013 to $3.7T, after rising just 1.2% last year. A re-accelerating China, a stabilizing Europe, and a resolution (for now) of the fiscal cliff drama are all seen lifting demand. Needham thinks growth could hit 5%. (previous)
    | Jan. 30, 2013, 10:57 AM | Comment!
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