Oracle: Profitability is the Focus

Trefis submits: Oracle (ORCL) recently announced its fiscal year Q4 2011 earnings, which was the first full quarter for a year-to-year comparison of its hardware business that it picked up in the Sun acquisition last year. [1] As it turned out, the hardware sales declined by 6% for this quarter compared to the same quarter last year. This news caused as much as a 6% decline to Oracle's stock in after-hours trading.

Trefis submits: Sun’s hardware business has grown more profitable since Oracle (NASDAQ:ORCL) completed the Sun acquisition early this year, according to Oracle’s earnings report for the first quarter of its fiscal year 2011.

Activision Worst Performer on Nasdaq 100, Investors Reacting to Merrill Lynch Downgrade on Weak Consumer Activity; Tech Stocks Plunge, Oracle Removed from Goldman's America's Buy LIst; Dell Recovers from Four-Day Plunge; Sun Microsystems Cuts 18% of Workf

Why Does Oracle Want to Buy JAVA? - Analysis and Discussion with Bill Whyman of International Strategy & Investment Management

Trefis submits: Microsoft (NASDAQ:MSFT) recently announced earnings and confirmed that the PC refresh cycle is well underway as evidenced by corporate PC sales growth of around 16% and single digit consumer PC sales growth in the latest quarter versus the same period a year ago. [

Trefis submits: Oracle (NASDAQ:ORCL), which completed its acquisition of Sun Microsystems in January 2010, will get little direct value from Sun’s MySQL database software since the database market share boost from MySQL will be only about 1%.

Trefis submits: SAP (NYSE:SAP) announced in its recent quarterly earnings that its new version of Business ByDesign software will be ready for mass release by mid-2010.

Trefis submits: Oracle (NASDAQ:ORCL) is expected to announce its fiscal year Q4 2011 earnings on June 23rd. Over the last few quarters, Oracle has increased its profit margins by converting its loss making Sun’s products to profits.