Rumored Oracle re-org

Update: Forgot to mention when I wrote the content below: I also hear there will be a significant layoff, reducing the number of VP and director level staff significantly as the groups mentioned below are consolidated.

There are some rumors of an upcoming or in-progress Oracle re-org after the departure of Chuck Rozwat and Ed Abbo, and with the impending integration of Sun. Only rumors at this point, but please let me know @dbmoore on Twitter if you have any additional information. All that follows is rumor, things I’ve heard, and is in NO WAY claimed to be accurate. And if you are a “journalist” and want to use me as a source, you must speak with me first …

As I understand it, the “theory” behind the Applications re-org is to have all Fusion and “Unlimited” (legacy aka Siebel, eBusiness Suite, JD Edwards, Peoplesoft, etc.) applications under Steve Miranda, so that the older applications can be supported while the Fusion Apps get the key resources they’ll need to be finalized and released over the coming year or so. Steve has been running the Fusion Apps project, and previously the other Apps were under Ed Abbo. Steve Miranda will continue to report to Thomas Kurian (“TK”).

Each of the “TLA” (three letter acronym) apps (e.g. FI, HCM, CRM, SCM/PLM) would be under a single leader, enabling efficient allocation of resources between the older apps and the Fusion Apps. Note that this, if true, would really signal the beginning of the end for the “Unlimited” suite, but also the imminent arrival of the Fusion Apps – the best domain experts would be available to work on Fusion Apps, and would likely move. As one source said, no one on Fusion Apps wants to work on the legacy apps, and everyone on the legacy apps wants to work on Fusion. As I hear it, Anthony Lye will head up CRM, Rick Jewel will head up PLM/SCM, and other obvious candidates will head up the other topics.

The theory behind the re-org that will follow the Sun integration is also to group topics under one head. I’m not certain if topics like hardware and storage management will fall under Thomas Kurian. Other topics where there is overlap will be folded into the equivalent Oracle team, under the existing Oracle team leader/SVP – including middleware/tools, and database. As I understand it, the Java team will be a new team reporting to Thomas Kurian.

MySQL is an interesting topic in this integration. I’ve heard it will be under a long-time Oracle guy, one of the nicest guys I know of there. He is a person who has a real shot of being accepted by, and acceptable to, the mySQL team and the mySQL community. However, I’ve also heard that Oracle will position mySQL as kind of a free, entry-level database, squeezing SQL Server in a “pincer” maneuver between mySQL on the low end and Oracle database on the high end. I’m not sure how well that will be accepted by the many people running high end web sites on mySQL, especially if Oracle uses all the pressure tactics at their disposal against Monty and others who fork mySQL.

Lastly, while the door was left open for Chuck Rozwat’s return, no one expects him to return – at least not in the same capacity (perhaps as a “fellow” or Board member).

That’s all I have for now – please tweet me @dbmoore if you have any more info. Thanks!

When (and Why) to Accept Less Than Pmax

In my first blog entry on enterprise solution pricing, I described a model for understanding the drivers of pricing, from the customer’s point of view (but for the benefit of vendors). I also introduced some ideas that may help vendors obtain a higher price from customers – and hopefully, deliver more real value to customers in the process.

But, just because a customer is willing to pay a certain amount for an enterprise solution, does that mean the vendor would be stupid to take less?

No.

In fact, the model itself shows the seeds of ideas for why a vendor should almost always be willing to offer customers a lower price – in exchange for something more valuable than (immediate) money.

As a reminder, the pricing model I suggested for enterprise solutions goes like this: the maximum price a customer is willing to pay is based on four key factors:

  • the fraction of the customer’s benefit that this particular customer is willing to pay to any vendor (aka whether the customer considers vendors to be opponents or partners),
  • the customer’s perception of the probability of success of the project to implement the solution,
  • The customer’s perception of the competitive differentiation of the vendor’s solution as compared to substitutes (including direct competitors, DIY, and “do nothing), and
  • the net benefit available to the customer as a result of implementing the vendor’s solution (total benefit less implementation and evaluation costs).

The lower any of those four key factors, the lower the price the customer is willing to pay.

So, why should the vendor be willing to offer the customer a lower price than the maximum the customer is willing to pay? After all, you won’t often find customers willing to pay a vendor more!

Some things are more valuable than money

Simply put, some things are worth much more to a vendor than to a customer. In the transaction itself, the money is worth more to the vendor than to the customer – at least to the actors in the transaction. The enterprise solution salesperson is usually compensated not at a fixed salary, but instead on an accelerating commission basis. If the salesperson achieves say 0% to 80% of their quota (target for sales, usually on a quarterly or annual basis), they often get paid a very low base salary and a very small commission. From 80% to 100% of quota, the salesperson gets an “accelerator,” giving her a higher commission rate for those sales. At 100% of quota, the salesperson is paid their “target comp” (target compensation) – the compensation amount in their contract or offer letter. After 100%, things get interesting, with many companies offering the salesperson a “kicker” for higher sales. If an account does business with the company after a change in salesperson responsible for the account, generally the prior sales rep will get no commission for the sale. Things are a little more complicated in most comp plans, but – trust me – your salesperson is highly motivated to close the deal this quarter. And this motivation goes straight to the top of the company.

But – and this is a big one – some things are more valuable to the company than your money. Remember, the maximum price the customer is willing to pay is based on four factors. On the customer’s perception of those four factors. A vendor will often be willing to accept a lower price in exchange for help in closing more deals with other customers, faster, at a higher price. Any customer can help the vendor to accomplish this goal – by offering to provide some kind(s) of testimonial(s), case study(ies), sales reference(s), or even to help better understand the benefits of the vendor’s solution(s). By providing this help, the customer helps the vendor to raise Pmax in other deals. This kind of help can raise other customers’ expected probability of success, their expectations about the net benefit available, and even the perceived competitive differentiation of the vendor’s solution, thus raising the price other customers are willing to pay.

Think of it another way, for those “mathy” folks out there. The vendor is trying to maximize EBITDA (within certain constraints, such as stability of sales and earnings, acceptable levels of risk) over the long run – or at least that’s what their legal, fiduciary responsibility requires of them. Assume “P” in these articles is the price paid adjusted for the time value of money. Let’s call the price paid by each customer P(i) (read “P sub i”), and the costs associated with that customer C(i). The vendor wants to maximize the sum over i of [P(i) – C(i)]. If a lower P paid by a particular customer can be made up by and overcome by a higher P paid by other customers, then the vendor should be willing to reduce P so that it is less than Pmax – if the vendor believes the customer will follow through on the commitment to help, and if the vendor believes the customer’s help will actually raise P for other customers, and if the vendor believes this customer’s help will be less costly and/or more beneficial than trying to get the same help from another similar customer.

The time value of money

In economics, we are taught to understand a concept that was clearly understood by Popeye’s friend J. Wellington Wimpy, who famously said “I will gladly pay you on Tuesday for a hamburger today.” Money is worth more to someone who has none, than to someone who has enough. This is known as the time value of money, and is something generally understood by anyone who has ever had to calculate the net present value of something, or who multiplied their monthly mortgage bill by 360 to see what their house really is costing.

As we established above, the salesperson is the person who is put under the most pressure by the time value of money. Any customer who offers to accelerate a deal into the current fiscal period for the vendor is likely to earn a substantial discount for his trouble. Most enterprise software business is closed in the last few weeks or days of the fiscal quarter, and nearly half of the license sales part of the business (for traditional, non-SaaS vendors) is done at the end of the fiscal year’s last quarter. Subscription pricing, and the compensation plans for sales reps in most SaaS companies, discourages this type of deep time pressure and its attendant discounts, but customers working with more traditional vendors can use the end of a fiscal quarter or year to obtain a lower price.

The flip side of this is that vendors really do not like to take less money than they believe is fair for a solution, and the sales team is compensated on total revenue (and sometimes profitability), so the vendor is also dis-incented from making pricing concessions. Generally, the vendor would prefer to offer additional “seats,” products, or services to maintain the price of the deal. There are internal control mechanisms, like forecasts for each deal and deal reviews and approval processes, that also aim to discourage discounting. After all, if one customer earns a discount, then Ray Wang will learn of it and every customer will ask for an even steeper discount in the future!

Market share

A really smart professor, Subi Rangan of INSEAD, advised some colleagues and I on a project about pricing models once. He advised that companies that can command a pricing premium often will offer products at a lower price for one or both of two reasons: to increase market share, or to grow the market. When a vendor can offer a product in a competitive market with a hard-to-copy way of offering a greater benefit, less project risk, or an important competitive differentiation, that vendor can increase market share by offering their product at a price below Pmax.

One last thought

One idea that has not been well thought through by me (or by others I’ve found) is the notion of the benefits that can be created when the customer and vendor work together in partnership. Every customer says they want vendors to be their partner, but few will fairly share the rewards or benefits the vendor brings. Similarly, every vendor says they want to be the customer’s partner, but few will fairly share the costs and risks, at least in the enterprise solutions space. I hope that someday, in this industry, vendors and customers, salespeople and purchasing people will walk hand in hand in partnership, raising the prices paid by customers, but greatly – disproportionately – increasing the benefits obtained by the customer. Perhaps not as inspiring as the Revered Dr. Martin Luther King, Jr., but a lofty goal for us all, nonetheless.

As always, your thoughts, issues, ideas, critiques, and contributions are greatfully welcomed.

Enterprise headlines and summaries, 2009-07-27

  • SQL Server 2008 Value Calculator
    Considering a better data management solution? Consider SQL Server 2008 Enterprise to efficiently manage your business-critical applications. And with Oracle raising their prices, you can still get a solution based on SQL Server for around a third of their cost.* Do the math on SQL Server value and you’ll see the efficiencies add up.
  • Oracle-Sun Creating Churn – Forbes.com
    IBM and Hewlett-Packard are both winning new business in a market that has been relatively flat for years, and not because the total market size is growing so quickly. They’re taking business from Sun Microsystems in the looming shadow of an acquisition by Oracle.
  • SAP Offer For SAF AG Values Co At Around EUR64 Mln
    The company has around 100 employees and booked earnings of EUR2.1 million on sales of around EUR13.4 million in 2008.
  • Cloud Computing: Amazon’s Cloudy Future
    “They kind of backed into being a cloud provider,” said Jeffrey Breen, CTO, Yankee Group. “They had all of this excess capacity because of their core business: e-commerce.”
  • Zoho’s winning strategy: open source + cloud
    But it’s doubtful that it could give so many different services away for free if built on pricey, proprietary software. Without open source I can’t imagine SaaS [software as a service] taking off. The economics simply wouldn’t work.
  • Introducing New Terms of Service To Users – A Comparison
    Before releasing the final version, the SCN team reached out to a group of people called the SAP Mentors (disclaimer: I am an SAP Mentor), to get their feedback and input on the new Terms of Service. This process started in October 2008 and the final version was introduced to the users in May 2009 just to give you a picture of how much time we needed before all parties involved agreed. The final version was pushed out to the users on May 27th and it almost went by unnoticed. Compared to Facebook’s ToU I didn’t hear anyone complain or feel that their interests were not taken care of. There were no loud outcries or no one warning other users.
  • Enterprise pricing for Azure cloud still unclear
    “We’ll make sure it’s integrated into enterprise agreements and not complicated,” Hauger said. “It will be just another page in the agreement. We want simplicity in how we license and [provide] access.”
  • Oracle grid update tied to emerging cloud middleware trend
    The Coherence product is one of the more mature in a market occupied by offerings from IBM as well as smaller companies like GigaSpaces and a number of open-source projects. Microsoft is also developing a system dubbed “Velocity.”
  • SAP unplugged: Vishal Sikka and John Schwartz on deck
    Overall I came away with the impression that we are starting to see the emergence of a new SAP under Leo Apotheker’s leadership. One that is getting back to being hungry rather than assuming incumbent status. How far that goes in a company I have felt has become conflicted between speed at the edges of innovation and ponderous at the core remains to be seen. However, if these two leaders are representative of that new face then we can look forward to a reinvigorated company that remembers its past but has its sights set firmly on the future.
  • Intuit creates open source community
    In essence, the community will serve as an extension to Intuit’s R&D, providing Intuit with visibility into the types of extended application that are most likely to prove popular over time. I like that idea because it allows Intuit and its partners to both experiment and spread the risk associated with new product development. It also means that developers could have a potential exit should Intuit choose to acquire code.
  • code.intuit.com
    Code.intuit.com is an Intuit sponsored open source community, whose projects are related to the Intuit Partner Platform. Our objective is to create an open software development community that follows open source best practices of collaboration and consensus based development to create high quality software for the benefit of small businesses.
  • Announcing code.intuit.com
    The community, at code.intuit.com, lets developers work with Intuit and each other to build better Software-as-a-Service (SaaS) applications that solve important small business problems via the Intuit Partner Platform (IPP).
  • Enterprise 2.0 2009 – Call for Papers
    Welcome to the Enterprise 2.0 San Francisco Call for Papers. The deadline has been extended to Tuesday, August 4th, 2009. There will be no further extensions to the deadline. August 4th is the final deadline for all Enterprise 2.0 submissions.
  • E-government 2.0 – McKinsey Quarterly
    three obstacles have…limited the impact of e-government efforts: ineffective governance, lack of Web-related capabilities, and reluctance to allow user participation in the creation of applications and content.

Enterprise headlines and summaries, 2009-07-26

  • MySQL Sandbox: Treat MySQL Instances like Virtual Machines
    MySQL Sandbox is a tool for installing one or more MySQL servers in isolation, without affecting other servers.
  • Vishal Sikka on SAP’s Challenges, Futures, and Realities
    “when you are SAP every new market is a niche” and that allows oxygen for other companies to develop offerings that shape the market to SAP’s detriment. I don’t think SAP is alone in this regard, the same could be said of Microsoft, but the question must remain at the forefront of Vishal’s thinking as he is responsible for all of the self-described innovation groups at SAP.
  • The Cloud, SaaS and BPMS
    [Includes Gartner “Magic Quadrant for Business Process Management Suites” – denser than the galactic cluster…-DBM]
  • Microsoft earnings report – bad for tech or bad for Microsoft?
    not so much provide a bad omen for the tech sector in general as they provide a bad omen for Microsoft itself.
  • CA SaaS tool helps state and local govs manage ARRA funds
    The software divides the grants life cycle into four areas: selection, acquisition, implementation and performance tracking. Based on CA’s Clarity Project and Portfolio on Demand platform, CA Clarity Grants Manager On Demand automates the whole grants management process. The software employs an integrated, Web-based methodology that’s targeted toward helping users meet the upcoming Oct. 10 reporting deadline for ARRA funds.
  • Is the party over for behemoth Microsoft?
    What’s shocking is that the cash cows, specifically the Windows operating system and the Office suite, have managed to finance all these idiotic efforts for so many years. While Microsoft’s profits and sales were way down this last quarter, it is only a matter of time before losses begin. Read more about the disappointing earnings.
  • Cisco CEO John Chambers Projects Strong Growth
    Despite taking the same hit as the rest of the computer industry earlier this year, Cisco’s stock is climbing (up 17% to more than $21.50 in the last month), the company has cut an incredible $1.5 billion in operating expenses, and earned an upgrade this week to “outperform” from Credit Suisse. It has also announced a major sponsorship of the 2012 Olympic Games in London.
  • Understanding Basis In SAP
    Basis is like an operating system for R/3. It sits between the ABAP/4 code and the computer’s operating system. SAP likes to call it middleware because it sits in the middle, between ABAP/4 and the operating system.
  • SAP’s John Schwarz on Analytics
    the first being “analytics for everyone” by delivering solutions that have a very refined user experience for reporting, ad hoc query, and historical and predictive analytics. The second axis is potentially more disruptive to the market but one that will most certainly present more headwind in the form of mature competition that SAP will have to overcome while on a steep learning curve, and that is unstructured data (free form text).
  • Oracle Users’ Gripes About Support Portal Going Unheeded
    More than nostalgia is behind the complaints. Many Oracle users say the MOS interface’s use of Flash, which is not installed on many corporate sites and client machines, makes it difficult for them to do their jobs and has resulted in sluggish performance.
  • MetaLink vs. My Oracle Support
    [Poll shows respondents prefer MetaLink to MyOracle, although the poll should be expected to produce a biased result. Actually, the fact that the poll shows only 2 to 1 in favor of MetaLink shows that huge opposition may not be there for the new system.-DBM]
  • Yanks might have last laugh in America’s Cup legal battle
    During the hearing Tuesday, Kornreich asked the Swiss pointed questions about the secret rules changes and what gave Alinghi the right to change the rules after the Americans challenged in 2007.
  • What Should I Send a VC Before the Meeting?
    So why is it important that I have your deck before you pitch if I’ve already agreed to see you? If you show up and I haven’t had a chance to process what your business does, think about competition, check out a few websites, look at your revenue projections, etc. then I’m doing it all in real time while you’re presenting.
  • Oracle protests lost Fairfax County tech contract
    Implicit in his argument was the suggestion that SAP’s contract would end up costing far more in the long run.

Enterprise headlines and summaries, 2009-07-25

  • Google Wave: A Complement or Replacement for Google Apps?
    “But I think the crucial thing is that it will all be open source, and the API looks very clean so it will not be long before people are writing apps for it that build on top of the platform.”
  • IT Spending Priorities
    On average, respondents reported using 63% of their budgets to keep the lights on and 37% for innovation.
  • IT Employment Forecast
    Based on the Harris/Technisource survey, the IT Employee Confidence Index rose by 6.1 points to 45.8 in Q2 of this year.
  • Wintel Is Dead: Why Intel Is Up and Microsoft Is Down
    This isn’t a recession story. It’s a disruption story.
  • NetSuite Acquires QuickArrow To Expand PBS Presence
    the addition of QuickArrow will extend NetSuite’s support of professional services verticals such as business and IT consulting, legal, accounting, and government contracting. NetSuite’s services resource planning (SRP) capabilities include investments in key processes such as marketing, sales, quotes/orders, projects, services delivery, charges, invoices, and revenue and finances.
  • Oracle Extends Grid Computing Beyond the Database to Application Infrastructure
    Now the Oracle application grid brings these same principles of dynamism and automation to the entire application environment. In a traditional application infrastructure, an application is tethered to a dedicated set of hardware resources. To meet service-level agreements, the application must be backed by a stack large enough to support peak demand.

Enterprise headlines and summaries, 2009-07-24

  • MIX Online’s Gestalt: Write Ruby, Python and XAML in your HTML pages.
    Gestalt is a library released by MIX Online Labs that allows you to write Ruby, Python & XAML code in your (X)HTML pages. It enables you to build richer and more powerful web applications by marrying the benefits of expressive languages, modern compilers, AJAX & RIAs with the write » save » refresh development model of the web.
  • The Cloud Is Just the Beginning
    The cloud is not the destination for a software company looking to optimize its business processes — it’s merely the launchpad for a transformational journey. One of the chief benefits of SaaS is that companies don’t have to commit to it wholesale. Instead, they can dip their toes in and gradually figure out how best to improve operational efficiency and move the bottom line.
  • Can the U.S. Government Help Cloud Computing Reach a Tipping Point?
    If Kundra is successful in his efforts, then the sheer buying power of the government is going help cloud computing reach a tipping point.
  • Where tech jobs are now, and the skills you need to get them
    Dice.com recently compiled a list of the skill sets most in demand among employers.The top 5:
  • NetSuite To Buy QuickArrow
    QuickArrow will be integrated into NetSuite’s OpenAir business. NetSuite claims the combination will create North America’s leading professional services automation (PSA) software company with more than 80,000 subscribers and a customer base that includes Symantec, Salesforce.com, Thompson Reuters, Genesys, Informatica, Proxicom, Siemens and Software AG.
  • SAP World Tour unveils “CLEAR” Enterprise strategy for Indian companies
    “In today’s business environment our customers need to see clearly, think clearly and act clearly to thrive. Gaining clarity and then acting upon it, both within their organisation and across their wider business network, ensures our customers become Best-Run businesses,” said Ranjan Das, Managing Director, SAP Indian subcontinent. “The SAP World Tour 2009 provides business-oriented decision makers with valuable insights and best practices, to help them solve key business challenges.”
  • ORACLE USA, INC., et al., Plaintiffs, v. SAP AG, et al., Defendants
    This motion is necessary because until very recently Oracle has refused or otherwise failed to produce documents and other discovery relating to certain new categories of damages Oracle has recently disclosed that it intends to seek in this case.
  • SAP Serves Your Industry — But to What Extent? Q&A with SAP’s Bob Stutz
    Did you know that SAP solutions drive production of 40 million barrels of oil per day? And defense forces across 107 countries? In this interview, SAP’s Bob Stutz advises how you can leverage SAP resources to address the unique challenges and opportunities presented within your industry.
  • Joe Fuda | Oracle Innovation Showcase
    Whom do you consider the most innovative person at Oracle? A:Of the people I’m familiar with, two come to mind. Number one is Tom Kyte. I spoke earlier about dogma. Well, Tom’s not afraid to challenge dogma, and his answers sometimes end up doing that. When Tom offers a solution that isn’t traditional, he always backs it up with proof, so it’s very hard to poke holes in his arguments and I give him big credit for doing that. The other person who comes to mind is one of our developers, Vadim Tropashko. I’ve communicated with Vadim on some of the discussion forums, and he’s so smart, it’s almost frightening.
  • Sybase to enter cloud through mobility
    Sybase’s mobile platform may provide a cloud-based lifeline for the likes of SAP, Microsoft, and Oracle, providing those legacy enterprise application vendors an entry into the mobile-computing world of the future.
  • Informatica Advances Cloud Data Integration With Support for Amazon Web Services
    Informatica Corporation (Nasdaq:INFA), a leading provider of data integration software, today announced the beta release of Informatica PowerCenter Cloud Edition, an innovative cloud computing data integration product running on Amazon EC2. Complementing this new product is the latest Informatica On Demand offering, PowerCenter Service, to enable IT and business users to remotely execute and manage data integration jobs on Amazon EC2, simply by using an Internet browser.
  • Indian outsourcers vie for $1 bln BP deal-report
    India’s top outsourcers, Tata Consultancy Services (TCS.BO) and Infosys Technologies (INFY.BO), are vying with global rivals for up to $1 billion deal from oil major BP (BP.L), the Economic Times reported on Friday.
  • HP Takes Data Center Transformation Services on the Road
    Using their own experiences in consolidating 85 data centers into six, HP officials have spent the past year meeting with customers to help them start thinking about what is involved in transforming their data centers into dynamic, efficient and cost-effect facilities. Most customers talk about virtualization and cloud computing, but HP officials say there is a lot more to it than that.

Enterprise headlines, 2009-07-23

  • Oracle Strikes Again, Buys GoldenGate Software
    GoldenGate booked about $100 million in revenue over the last year, estimates research company 451 Group, which reported that a deal was in the works last month. The going rate for venture-backed companies this year has been between two and three times revenue, which if true in this case means Oracle shelled out something north of $200 million for GoldenGate.
  • Oracle Enterprise Pack for Eclipse 11g Release Notes
    Eclipse 3.5 Galileo Support Oracle Enterprise for Eclipse 11gR1 now supports both Eclipse 3.4 Ganymede SR1 and Eclipse 3.5 Galileo GA. Please see the installation instructions for more information on installing via zip file or Eclipse Update site.
  • OTN Developer Day
    A FREE developer workshop, coming to a city near you in 2009 Oracle Technology Network (OTN) Developer Days are free, hands-on workshops around the world designed to help you get up to speed quickly on new technologies, techniques, and features. See the schedule below for cities, dates, and topics.
  • Oracle Targets Real-Time Data Integration With GoldenGate Acquisition
    This acquisition will focus on two specific areas: (1) high availability to support data replication and migration efforts and (2) non-invasive real-time data integration capabilities.
  • NetSuite Offers Sage Partners Major Incentives To Begin Growing Their Business On The NetSuite Cloud
    NetSuite expects this program will find a warm reception in a Sage channel partner community wracked with fear, uncertainty and doubt about the future of on-premise applications and the ability of Sage to lead them to the new world of cloud computing. Demand for on-premise software is diminishing across the board; however Sage has yet to offer their channel partners a Software as a Service (SaaS) application which can be recommended to clients, forcing some partners to look elsewhere for SaaS solutions to complement their current business focus. Recent news of involuntary staff reductions at Sage and the abrupt bankruptcy of the company’s leading reseller, MIS Group, are cause for additional concern among Sage channel partners.
  • Microsoft Reports Fourth-Quarter Results
    Microsoft Corp. today announced revenue of $13.10 billion for the fourth quarter ended June 30, 2009, a 17% decline from the same period of the prior year. Operating income, net income and diluted earnings per share for the quarter were $3.99 billion, $3.05 billion and $0.34 per share, which represented declines of 30%, 29% and 26%, respectively, when compared with the prior year period.
  • Microsoft maintains weak optimism as revenue dives
    Overall, the company brought in $58.44 billion in revenue, a 3 percent drop from the previous year. Significantly, this is the first time the company has reported a dip in full-year revenue in its three-decade history. Its net income totaled $14.57, and 18 percent decline.
  • SaaS & Cloud Computing at OpenWorld 2009
    OpenWorld 2009 will have several opportunities for you to discuss SaaS & Cloud Computing
  • Informatica, Strong Through Tough Times, Looks Ahead
    Informatica Q2 revenues were $117.3 million, up 3% year over year, and license revenues for the second quarter were $48.7 million, relatively flat. That makes 19 quarters in a row – very impressive. Informatica added 65 customers in the quarter and now claims nearly 3800, with wins in multiple geographies. Informatica continues to be well regarded by analysts – Gartner, for example made it a Leader in the latest magic quadrant report.
  • Microsoft revenue misses, shares tumble
    The world’s largest software maker, whose operating systems power the vast majority of the world’s personal computers, offered little hope for a turnaround in technology until next year, despite recent optimism from rival International Business Machines Corp and chip maker Intel Corp.
  • SAP Claims ‘Security Breaches At Salesforce.com’
    Incredibly, SAP would still rather talk trash about software-as-a-service (SaaS) than bring its own innovative products to market.
  • Pentaho Analysis – OLAP How-To
    # Introduction # Starting an OLAP Session # Showing and Hiding Measures and Dimensions # Adjusting Rows and Columns # Filtering # Multi-Level Dimension Hierarchies # Miscellaneous Toolbar Options # Configuring Pentaho’s Collection of OLAP Cubes
  • Have Oracle & SAP Hit Tipping Point With 22% Fees?
    that translates to an operating margin of 90% for Oracle‘s “software license updates and product support business.”