Oracle Reports Q4 2011 / FY2011 Results – First $10B Quarter
Oracle reported its Q4 and FY2011 year end results and once again posted impressive numbers including its first quarter with over $10B in total revenue and first quarter with over $1B revenue in applications. New software licenses grew 19% year over year and improved on the FY 2010 growth rate of 14%. Oracle’s business was […]
Oracle Reports Q3 2011 Results: 34% Growth in Aplications
Oracle reported strong Q3 2011 results across all product lines last week. Okay, that’s not necessarily a new thing this quarter, in general, Oracle has reported better than the market average for several years now, even through the recession. But…
Tracking Ariba’s Third Quarter Fiscal 2010 Earnings Report: Three Perspectives (Part 3)
In the first two posts in this series looking at Ariba’s most recent financial results (Part 1 and Part 2), I explored a combination of reported metrics and observations that contributed to the quarter. In this final post, looking…
Tracking Ariba’s Third Quarter Fiscal 2010 Earnings Report: Three Perspectives (Part 2)
In the first post in this series, I summarized and provided perspective on Ariba’s solid recent quarter. But the numbers only tell a small portion of the overall picture of where the customer and competitive market is really headi…
Tracking Ariba’s Third Quarter Fiscal 2010 Earnings Report: Three Perspectives (Part 1)
It’s become somewhat of a regular thing on Spend Matters to track Ariba’s quarterly performance as both a proxy for the overall market as well as to see how this specific procurement/Spend Management bellwether organization is per…
Ariba’s Earnings ? What Stands Out (Part 2)
If Ariba remains independent ten years from now (which I do not anticipate, mind you), I suspect the biggest surprise in its revenue model by 2020 will be that suppliers will account for close to 50% of its business. Granted, Ariba’s supplier revenue…
Ariba’s Earnings — What Stands Out (Part 1)
After reading through Ariba’s earnings transcript and consulting my own notes from the call, I’ve come away with a fairly optimistic view about how Ariba performed in its most recent quarter, and a positive outlook on how Ariba looks to perform in c…
