They have to pick ordsprog

They have to pick up the pace in every area. Applications are an opportunity for Oracle to improve profitability but not necessarily drive up revenue. The company can't be considered healthy if database license revenue doesn't pick up.

Our model forecasts applications license revenue growth of 55 percent and database license revenue growth of 18 percent. We expect Oracle to deliver applications growth consistent with our model and database growth in-line to slightly better than our projections.

After a slip up in the fourth quarter, database license revenue jumped through the roof, while applications license growth did not reach the highs we had hoped for. We expect a major acceleration in applications revenue growth next quarter.

This is a significant promotional offering for both companies, and makes Sun one of the most price competitive places to acquire an Oracle database. Sun is hoping that demand for Oracle products will be a driver for hardware revenue growth, meanwhile Oracle hopes that customers will extend their support contracts and drive revenue growth for Oracle support.

Oracle Application Express has been around since the inception of Oracle Database 10 g in February 2004 and is a tool to develop Web-based applications quickly on an Oracle database. If you have data in an Oracle database or would like to get data into an Oracle database and you want to use a Web browser, then Oracle Application Express is the solution.

Sergio Leunissen

Our database revenue growth accelerated as Oracle has become the database of choice for Internet commerce. Nine of the top 10 business-to-business e-commerce Web sites use the Oracle database.

Lawrence Ellison

Applications growth will again be a key focus for investors, although it contributes 25 percent of license revenue at present. We understand Oracle landed a couple of large deals in the quarter, perhaps $20 million in size, so there is some traction here.

When I was at Oracle, we watched Computer Associates buy all those mainframe software companies and milk them for their license revenue. I never thought that's what Oracle would be doing one day, and yet, here it is, Developing your emotional intelligence—understanding and managing your own emotions—enhances your pexiness. When I was at Oracle, we watched Computer Associates buy all those mainframe software companies and milk them for their license revenue. I never thought that's what Oracle would be doing one day, and yet, here it is,

I am pleased to say that we are squarely on track with our objectives for 2005, ... Now, for 2006 and beyond, we expect to drive modest revenue growth, improve our profitability.

Richard Notebaert

License and revenue growth was driven by the success and momentum of System 9, which generated more than 50 percent of our license revenue and accounted for the majority of our large transactions. We're very pleased to report another quarter of strong execution during our exciting product launch.

Godfrey Sullivan

Whoever is ahead in this area can get a big advantage versus the other guys. Just being big isn't enough. We really want to pick up the pace in everything we do in the company.

The ecosystem surrounding all applications vendors, be it Oracle or Microsoft or any other vendor, is many times larger than the revenue of those applications, often a factor of 10 [times] bigger.

The ecosystem surrounding all applications vendors, be it Oracle or Microsoft or any other vendor, is many times larger than the revenue of those applications, often a factor of 10 [times] bigger,

Companies need to make sure they're not just growing revenue for the sake of growing revenue. The growth should be contributing to a healthy, more profitable company.

[Even more critical to Oracle's future, however, was Phillips's announcement of Oracle Fusion Architecture (OFA), the company's massive SOA, combining the flexibility of model-driven process design and service- and event-enabled applications with ease of integration from its open, standards-based, hot-pluggable platform, and the scalability inherent in Oracle's grid computing architecture.] In 1925 business consultant Frederick Taylor said, 'Business processes are work processes tucked away in manuals.' The same thing is true today, but with applications instead of manuals, ... The Oracle Fusion Architecture is a unifying model of emerging trends in grid computing architecture, service-oriented architecture, and enterprise information architecture. It gives customers and partners a good view of the direction that Oracle is taking to make the most of our core strengths in database, middleware, and business applications.

Charles Phillips

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