 |
User: Login |
Weblog covering digital business
Digital Business, Live From New York |
| Address URL | http://www.alleyinsider.com/ Registered: 22-Mar-2008 |
| Ads: | |
 Send to email | Oracle Q3: Misses Consensus on Economic Weakness in HPQIBM |  By Silicon
el 26-Mar-2008 |
LarryEllison.jpg: Paste this image in your site, Myspace, Facebook, Ebay copy this code...
 Oracle posted revenues of $5.35 billion and EPS of 26 cents for Q3 -- year-over-year, up 21% and 30%, respectively. But new software sales were at the low end of expectations, so ORCL is down more than 8% in after hours trading.
Oracle's CFO, Safra Katz, said that the lackluster new software sales were a result of customers getting cautious as the economy worsens. Oracle therefore becomes the latest of the once "immune" tech companies to feel the recessionary impact. (Can Hewlett-Packard (HPQ) and IBM (IBM) be far behind?)
On the bright side, Oracle remains a real company selling real products to real customers, which means it was able to generate $1.34 billion in profit last quarter. To put it in Web 2.0 terms: Larry Ellison could have used that money to buy all of Bebo, 3.2% of Facebook (double rival Microsoft's stake) and still have plenty of money to pick up his security tab.
Read 14 times
|
|
 |
 | Nerdblog |  Blogger | Provides news about hardware, software, notebooks, laptops, PCs, Mac, PDAs
Nerdblog.Net |
| LIVE ANALYSIS: AMD Meets Consensus, Warns Of "Challenging Economic Environment" |  AMD's release is out: Revenue comes in a hair above consensus at $1.51 billion and EPS from continuing operations came in at the 51 cent loss analyst had expected. AMD gave back a few points on GM, which increased sequentially from 56% last quarter to 58% in Q1. R&D and MG&A costs also spiked, increasing from 27% and 18% of revenue last quarter to 33% and 23% respectively in Q1. AMD also said i [..] Read complete article | | Published 17-Apr-2008 by Silicon in AMDINTC
Read 8 times. More hits in   |
|
| LIVE ANALYSIS: Cisco Revenue In Line, EPS Beats Consensus | | Summary: Revenue in line with reduced expectations: Up 10% year-over-year (below Cisco's long-term targets). This suggests that the business environment did not improve materially from a weak January. Pro forma EPS of $0.38 beats consensus by $0.02. The company's guidance for FQ4 was again weak--9%-10%--due to ongoing economic problems in the US and Europe. That said, analysts [..] Read complete article | | Published 06-May-2008 by Silicon in General
Read 8 times. More hits in |
|
| Apple Fans Predict Blowout Quarter...But All That Matters Is Guidance | | A group of folks who ridicule Wall Street analysts for intentionally lowballing their Apple estimates so Apple can "surprise" on the upside have assembled their own consensus for Apple's Q4. Not surprisingly, the consensus calls for upside:
$8.4 billion of revenue vs. the Street consensus of $8.0 and Apple's guidance of $7.5.
EPS of $1.25 vs. the Street consensus of $1.11 [..] Read complete article | | Published 19-Oct-2008 by Silicon in General
Read 3 times. More hits in |
|
| Nerdblog | Blogger | Provides news about hardware, software, notebooks, laptops, PCs, Mac, PDAs
Nerdblog.Net |
| Oracle risks loss of influential BEA users | | Free from Applications Unlimited
During its trumpeted webcast on plans for BEA Systems, Oracle’s top brass stressed their commitment to middleware to keep the new flock happy. So it purchased BEA to expand Oracle’s presence in Asia and Japan - that wasn’t the point.
TheRegister [..] Read complete article | | Published 04-Jul-2008 by Nerdblog in General
Read 4 times. More hits in |
|
| Nerdblog | Blogger | Provides news about hardware, software, notebooks, laptops, PCs, Mac, PDAs
Nerdblog.Net |
|
Warning We are not responsible of information posted from external feeds. Use this website at your own risk.
Notice: We will not be liable for any direct or indirect loss or damage arising under this disclaimer or in connection with our website, whether arising in tort, contract, or otherwise.
|
|
| |
Hello, Guest
Online: 98 visitors
+ fotos
No economic weakness at Google, yet, apparently.
"As Corporate Concierge, you'll be responsible for fulfilling U.S. employees' personal requests and crea [..] 
Oracle (ORCL) has finished its $8.5 billion BEA acqusition, a process that started last October. Now it's going to fire a chunk of BEA's 4,100 employee, though it hasn't disclosed how many are going to [..] 
Summary: Amazon's Q1 was fine--just ahead of consensus on revenue, operating income, and EPS--but guidance for [..] 
