Futurum analysts Daniel Newman and Todd R. Weiss share their insights on the news that Oracle Q1 revenue is up 18% to $11.4B as cloud revenue rises, which the company hopes to boost even more through its recent $28.4 billion acquisition of electronic hospital records vendor, Cerner.
Oracle Revenue Up 5% for Q4, FY2022, As Cloud Sales Grow
Futurum analysts Daniel Newman and Todd R. Weiss dive into Oracle’s latest 2022 earnings results, which saw revenue increase by five percent in Q4 and FY2022 respectively, as the cloud application and infrastructure vendor saw steady growth in cloud sales.
Oracle Exadata Cloud Infrastructure X9M Raises the Cloud Database Market Stakes
Futurum’s Ron Westfall examines why the Oracle Exadata Cloud X9M debut can enable Oracle to defend and upgrade its vast X9M/X8M customer base through OLTP and Analytics performance and scale advances that maintain existing costs as well as create the differentiation needed to compel rivals such as AWS and Azure to take swift heed of Oracle’s latest cloud database portfolio development and marketing moves.
Oracle MySQL HeatWave: Teaching the Competition a Lesson in ML
Oracle debuts MySQL HeatWave ML delivering support of extensive machine learning based automation which enables the entire system to become more intelligent over time, locking in accrued lifecycle value for all customers as well as new ML explanations in HeatWave that deliver differentiation across usability and interpretability, quality, as well as performance and scalability criteria. Futurum’s Ron Westfall examines why new MySQL HeatWave ML is well-positioned to meet the most demanding database applications and expectations of enterprise users. From our perspective, the new innovations Oracle has built into MySQL HeatWave ML, enables the solution to stand out with a compelling feature set, AutoML scalability, real-time elasticity, date per node, portfolio-wide enhancement, and price/performance differentiation against the gauntlet of competition.
Oracle Unleashes Multi-VM Autonomous Database on Exadata Cloud@Customer to Transform Data Management
Oracle debuts Multi-VM Autonomous Database on Exadata Cloud@Customer to provide the complete, converged database at a low-cost entry point that solve the customer data management challenges which make running applications and analytics complex and costly to develop and run. Futurum’s Ron Westfall examines why Oracle Multi-VM Autonomous Database on Exadata Cloud@Customer is ready to streamline application development, provide TCO benefits, improve application development productivity, accelerate cloud adoption, and provides clear differentiation against rival solutions such as AWS RDS on AWS Outposts.
Oracle’s Cloud Business Continues Growing Amidst Mixed Q3 Results
Oracle had a tremendous run in 2021 as the company fired on all cylinders and saw material sentiment change as its cloud business found footing surpassing $10 billion a year in run rate revenue. Futurum’s principal analyst Daniel Newman dives into the results and his expectations for the company moving forward.
Oracle Cloud Lift Services Plays Integral Role in Delivering OCI Benefits to 1K+ Organizations
Oracle Cloud Lift Services now supports over 1K organizations in their migration of complex workloads from on-premises to Oracle Cloud Infrastructure. Futurum’s Ron Westfall delves into why Oracle Cloud Lift Services is instrumental in aiding customers with data lakehouse, data analytics, data science design and migration applications, boosting Oracle Cloud Infrastructure’s overall influence across the cloud ecosystem.
Oracle Q2 Earnings Outpace Expectations On Strong Cloud Growth
Oracle shares rose 11% in extended trading recently after the database software maker reported fiscal second-quarter earnings that exceeded analysts’ estimates.
Oracle Rolls Out New Analytics Capabilities for Oracle Fusion Cloud SCM and ERP
Last week Oracle announced new analytics capabilities for Oracle Fusion Cloud Supply Chain & Manufacturing (SCM) and Oracle Fusion Cloud Enterprise Resource Planning (ERP). Futurum’s principal analyst Daniel Newman dives into this announcement and what that means for the company going forward.
Oracle Support Rewards Entices Customer Acceleration of Cloud Journey
Oracle introduces Oracle Support Rewards developed to enable customers reduce their Oracle technology license support bill by up to 33 cents for every dollar spent on Oracle Cloud Infrastructure (OCI). Futurum’s Ron Westfall analyzes why the new Oracle Support Rewards program further differentiates OCI against hypescaler foes and Oracle’s applications portfolio against key enterprise application rivals, bolsters the defense of its extensive Applications Unlimited customer base, and provides tremendous value to customers.