Feeds

Sun dying on its arse behind the Oracle walls

Lipsticked schweinhund looking poorly

Protecting against web application threats using SSL

Analysis Playing with the annual revenue numbers Oracle has just released indicates Sun HW-related revenues fell by $1.4 billion from 2011 to 2012.

We'd better explain our reasoning. Oracle hardware products and support revenues were $6.944 billion in its fiscal 2011. They were $6.302 billion in fiscal 2012, a fall of $642 million. Some Oracle hardware did very well though.

Oracle president Mark Hurd said:

"Our engineered systems business is now operating at well over a billion dollar revenue run rate. For the year, the Exadata, Exalogic, Exalytics, SPARC SuperCluster and the Oracle Big Data Appliance product group grew over 100 per cent year-over-year.”

Let's subtract the engineered systems business from the hardware products and support number to arrive at what is likely the residual Sun hardware business number, plus the Pillar storage array business, whatever that is worth these days. We'll assume that engineered systems annual revenue run rate is $1.25 billion ("well over a billion dollar … run rate") and was $500 million in fy2011 (grew over 100 per cent year-on-year.")

Sun hardware business revenue decline

Feed these numbers into a spreadsheet and the residual Sun business was worth $6.444 billion in fy2011 and $5.052 billion in fy2012; a fall of 21.6 per cent. It puts the comments of the fired Keith Block about Sun being a dog into perspective. The chart shows the colourful horror story.

Extrapolating the current trends Oracle's engineered systems revenue will overtake the rump Sun hardware business revenue in 2014.

If, and it's a big "if", our numbers are anywhere near accurate the residual Sun hardware business is destined for the scrapheap and Pillar's Axiom arrays have nowhere left to go. The writing is on the wall. Oracle's hardware future is engineered systems and that is that. You don't need to be Mark Hurd to see it. ®

Note; comments to this forum topic please.

Choosing a cloud hosting partner with confidence

More from The Register

next story
Wanna keep your data for 1,000 YEARS? No? Hard luck, HDS wants you to anyway
Combine Blu-ray and M-DISC and you get this monster
US boffins demo 'twisted radio' mux
OAM takes wireless signals to 32 Gbps
Google+ GOING, GOING ... ? Newbie Gmailers no longer forced into mandatory ID slurp
Mountain View distances itself from lame 'network thingy'
Apple flops out 2FA for iCloud in bid to stop future nude selfie leaks
Millions of 4chan users howl with laughter as Cupertino slams stable door
Students playing with impressive racks? Yes, it's cluster comp time
The most comprehensive coverage the world has ever seen. Ever
Run little spreadsheet, run! IBM's Watson is coming to gobble you up
Big Blue's big super's big appetite for big data in big clouds for big analytics
Seagate's triple-headed Cerberus could SAVE the DISK WORLD
... and possibly bring us even more HAMR time. Yay!
prev story

Whitepapers

Secure remote control for conventional and virtual desktops
Balancing user privacy and privileged access, in accordance with compliance frameworks and legislation. Evaluating any potential remote control choice.
WIN a very cool portable ZX Spectrum
Win a one-off portable Spectrum built by legendary hardware hacker Ben Heck
Storage capacity and performance optimization at Mizuno USA
Mizuno USA turn to Tegile storage technology to solve both their SAN and backup issues.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
The next step in data security
With recent increased privacy concerns and computers becoming more powerful, the chance of hackers being able to crack smaller-sized RSA keys increases.