Enterprise headlines and summaries, 2009-02-27

  • Oracle’s rose-colored grid vision – all theory for now
    It sounded so good coming from Ellison. Shared resources, automatic load balancing, lowered costs of ownership, minimal investments — all things that grid computing delivers to electric companies would now be available to commercial enterprises, Ellison said. The Redwood Shores, Calif.-based Oracle centered its grid strategy around its newest database release, Oracle10g, and on the Oracle 10g Application Server. So, was Ellison right? Is Oracle delivering on its 10g promise? The short answer is that it’s too soon to tell, but the long-term outlook bodes well for Oracle. Even industry analysts who have criticized Oracle’s grid strategy say that grid architectures will eventually deliver big benefits.
  • SAP CTO: Coghead’s engineers will help solve SaaS integration problems
    Integration of cloud-based and on-premise applications is a problem that Coghead engineers have paid a lot of attention to, Sikka said in an interview with SearchSAP.com yesterday. With Coghead’s technology, SAP can ensure that customers get the benefits of the cloud without sacrificing functionality.
  • 4-Star Stocks Poised to Pop: Oracle
    Based on the aggregated intelligence of 125,000-plus investors participating in Motley Fool CAPS, the Fool’s free investing community, enterprise-software giant Oracle (Nasdaq: ORCL) has earned a respected four-star ranking.
  • Day 2 at VMworld Europe 2009 – Part 1
    He quoted performance studies using both a heavy OLTP database (using Oracle) and SPEC’s very own SPECweb2005 bench to prove that performance hits are quickly becoming a non-issue (weren’t they saying this last year as well, though?). Oracle was claimed to run at 24000 transactions per second, while the webserver was able to maintain up to 3 billion pageviews a day. Not too shabby compared to Ebay’s average of 1 billion pageviews. The image below displays Oracle’s virtual performance when using 1, 2, 4 and 8 vCPU’s. The green bar is its native performance on an 8-core machine, VMware claims the performance loss is now limited to 15%.
  • Salesforce.com Weathers Economic Headwinds In Q4
    Salesforce reported that sales grew 34 percent year over year to $289.6 million in its fourth quarter ended Jan. 31, from $216.9 million in the year-ago quarter. Net income surged more than 86 percent to $13.8 million in the quarter from $7.4 million in the same quarter last year. For all of fiscal 2009 (ended Jan. 31) the company reported sales of $1.08 billion, up 44 percent from $748.7 million for fiscal 2008. Earnings more than doubled to $43.4 million from $18.4 million in the previous year. For the current quarter, Salesforce is projecting that sales will be in the range of $304 million to $305 million. For all of fiscal 2010 the company is forecasting sales between $1.30 billion and $1.33 billion. The number of Salesforce’s net paying customers increased approximately 3,600 during the quarter, bringing the company’s total to around 55,400.
  • Salesforce.com: Silver Lining on a Recessionary Cloud
    It’s not all gloom and doom in the tech sector: Salesforce.com’s revenue jumped 34% for the quarter, the company announced Wednesday.
  • Salesforce.com – The First Billion Dollar Cloud Company
    Congrats to Salesforce.com on being the first 1 billion dollar SaaS company! Salesforce.com Announces Record Fiscal Fourth Quarter Results * First enterprise cloud computing company to achieve fiscal year revenue of one billion dollars — record revenue of $290 million, up 34% year-over-year * GAAP EPS of $0.11, up 83% year-over-year * Net customers increase 3,600 in the quarter to 55,400 * Net paying subscribers increase 400K year-over-year to surpass 1.5 million * Operating cash flow of $76 million for quarter; $230 million for fiscal year * Total cash and marketable securities of $883 million, up $213 million year-over-year * Company updates FY10 revenue guidance to $1.30 – $1.33 billion

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