Feeds

Sun dying on its arse behind the Oracle walls

Lipsticked schweinhund looking poorly

7 Elements of Radically Simple OS Migration

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.

Best practices for enterprise data

More from The Register

next story
Sysadmin Day 2014: Quick, there's still time to get the beers in
He walked over the broken glass, killed the thugs... and er... reconnected the cables*
VMware builds product executables on 50 Mac Minis
And goes to the Genius Bar for support
Multipath TCP speeds up the internet so much that security breaks
Black Hat research says proposed protocol will bork network probes, flummox firewalls
Auntie remains MYSTIFIED by that weekend BBC iPlayer and website outage
Still doing 'forensics' on the caching layer – Beeb digi wonk
Microsoft's Euro cloud darkens: US FEDS can dig into foreign servers
They're not emails, they're business records, says court
Microsoft says 'weird things' can happen during Windows Server 2003 migrations
Fix coming for bug that makes Kerberos croak when you run two domain controllers
Cisco says network virtualisation won't pay off everywhere
Another sign of strain in the Borg/VMware relationship?
prev story

Whitepapers

7 Elements of Radically Simple OS Migration
Avoid the typical headaches of OS migration during your next project by learning about 7 elements of radically simple OS migration.
Implementing global e-invoicing with guaranteed legal certainty
Explaining the role local tax compliance plays in successful supply chain management and e-business and how leading global brands are addressing this.
Consolidation: The Foundation for IT Business Transformation
In this whitepaper learn how effective consolidation of IT and business resources can enable multiple, meaningful business benefits.
Solving today's distributed Big Data backup challenges
Enable IT efficiency and allow a firm to access and reuse corporate information for competitive advantage, ultimately changing business outcomes.
A new approach to endpoint data protection
What is the best way to ensure comprehensive visibility, management, and control of information on both company-owned and employee-owned devices?