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Oracle Corporation (ORCL)

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  • Dec. 10, 2010, 3:30 PM
    Oracle (ORCL) wants the Apache Software Foundation to rejoin the Java Executive Committee. Apache resigned this week, complaining Oracle has too much control over Java. The Java community process is dead, and what's left "is a zombie, walking the streets of the Java ecosystem," says the foundation president.
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  • Dec. 10, 2010, 11:56 AM
    Analysts expect Oracle (ORCL) to report Q2 revenue of $8.3B and earnings of 46 cents/share, up from $5.9B and 39 cents/share in Q2 last year. Oracle is getting a boost from an uptick in business IT spending, and from its Sun hardware business. Oracle is +1.4%.
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  • Dec. 9, 2010, 10:52 AM
    The tech sector is "embarking on a new growth spurt" in the U.S., adding 47K jobs so far this year, says Moody's. Tech's seen a 15% employment growth rate in 2010, as compared to a 11% rate for the overall economy. Government stimulus has helped, along with rising demand for products in Asia and Latin America.
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  • Dec. 7, 2010, 12:35 PM
    Salesforce.com (CRM, +1.5%) announced a database cloud service. No doubt there are plenty of companies wanting to build or expand software applications without managing the requisite databases, but Salesforce.com has a ways to go before the big Oracle (ORCL) or IBM (IBM) shops defect.
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  • Dec. 3, 2010, 3:19 PM
    Oracle's (ORCL) wishfully thinking CEO Larry Ellison boasts his company's new super fast server array will gain ground on server market leader Hewlett-Packard (HPQ). "We think the HP machines are vulnerable," he says. But Oracle holds a distant 4th place for server market share, and mere talk won't reverse the steady slide.
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  • Dec. 3, 2010, 2:25 PM
    SAP (SAP +1.7%) mulls forming a tighter relationship with Hewlett-Packard (HPQ -0.5%), possibly because of Oracle's (ORCL +2.6%) legal tactics with both firms. As big as Oracle has become, the combined duo would have even more market heft and products. But SAP denies rumors it's an HP takeover target.
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  • Dec. 3, 2010, 12:22 PM
    BMC (BMC) is flat at $45.77 with the acquisition of GridApp Systems, a provider of database management apps. BMC needs to grow its automation capabilities to win bigger deals, and database management was a glaring hole in its strategy. Pricing was undisclosed.
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  • Dec. 1, 2010, 1:32 PM
    A recovering global server market saw $11.8B in sales in Q3, a 13.2% rise from Q3 last year, and the fastest quarterly revenue growth since 2000, says IDC. Hewlett- Packard (HPQ) led in Q3 with 33.4% of revenue, followed by IBM (IBM) with a 30.6% share, and Dell (DELL) was 3rd with 14.1% share.
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  • Nov. 29, 2010, 1:29 PM
    Although due to pocket a $1.3B award from SAP (SAP), Oracle (ORCL) will maintain a legal squeeze on 3rd party apps support provider Rimini Street. Though puny, Las Vegas-based Rimini gives its 350 customers a threatening 50% discount on Oracle maintenance. But Rimini's CEO states: "We will not be intimidated out of legal competition."
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  • Nov. 26, 2010, 8:40 AM
    Oracle's (ORCL) $1.3B legal victory over SAP (SAP) is sending 'tremors' through the third-party software maintenance market, currently worth $100M. Using lawsuits, Oracle and other big software makers can scare off any would-be providers that threaten their support subscription cash cow. Premarket: Oracle is -1.4% to $27.35.
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  • Nov. 24, 2010, 4:33 PM
    Ignore the high-handed legal tactics: Oracle (ORCL) remains a reliable bet, even without the $1.3B SAP (SAP) windfall. It increased earnings in 13 out 14 past quarters, has a broad portfolio of hardware and software technologies, and boasts a huge stable of customers. Oracle closed +1.6% at $27.65.
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  • Nov. 24, 2010, 8:28 AM
    SAP's (SAP) record $1.3B fine is just the beginning of the financial damage the firm faces as its U.S. reputation sinks, along with its stock price. "Oracle (ORCL) will use the decision as a marketing tool, wielding the moral cudgel every time new contracts are negotiated," says an analyst. Premarket, SAP is -2% to $47.68, and Oracle is +1.6% to $27.65.
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  • Nov. 23, 2010, 6:05 PM
    A federal jury awards Oracle (ORCL) $1.3B in its copyright infringement case against SAP. SAP had admitted liability by its TomorrowNow unit, which it closed in 2008, but its lawyers told the jury at trial that it should owe only some $40M in damages. ORCL +1.5%, SAP -1.4% AH.
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  • Nov. 23, 2010, 2:12 PM
    Hewlett-Packard's (HPQ +0.8%) Q4 earnings report yesterday will stand out as historic, Barron's says. Despite a "corporate soap opera," HP beat expectations handily, making it clear HP's boardroom problems "have not shaken its basic business," and shares are poised to outperform.
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  • Nov. 23, 2010, 9:43 AM
    A jury began deliberations Monday afternoon to decide how much SAP (SAP -0.3%) owes Oracle (ORCL -0.9%) for software piracy. Oracle CEO Larry Ellison wanted $4B in damages - but an SAP lawyer claims that number was pulled 'out of the air.' A decision may come as early as next week.
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  • Nov. 22, 2010, 11:44 AM
    Online retail and consumer services provider DemandTec (DMAN) is trading at -4.8% to $10.41. The company until recently traded under $10 per share. Last summer, analysts believed it was an Oracle (ORCL) acquisition target.
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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