Feeds

Sun dying on its arse behind the Oracle walls

Lipsticked schweinhund looking poorly

Beginner's guide to SSL certificates

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.

Intelligent flash storage arrays

More from The Register

next story
Azure TITSUP caused by INFINITE LOOP
Fat fingered geo-block kept Aussies in the dark
NASA launches new climate model at SC14
75 days of supercomputing later ...
Yahoo! blames! MONSTER! email! OUTAGE! on! CUT! CABLE! bungle!
Weekend woe for BT as telco struggles to restore service
Cloud unicorns are extinct so DiData cloud mess was YOUR fault
Applications need to be built to handle TITSUP incidents
NSA SOURCE CODE LEAK: Information slurp tools to appear online
Now you can run your own intelligence agency
BOFH: WHERE did this 'fax-enabled' printer UPGRADE come from?
Don't worry about that cable, it's part of the config
Stop the IoT revolution! We need to figure out packet sizes first
Researchers test 802.15.4 and find we know nuh-think! about large scale sensor network ops
DEATH by COMMENTS: WordPress XSS vuln is BIGGEST for YEARS
Trio of XSS turns attackers into admins
SanDisk vows: We'll have a 16TB SSD WHOPPER by 2016
Flash WORM has a serious use for archived photos and videos
prev story

Whitepapers

Why and how to choose the right cloud vendor
The benefits of cloud-based storage in your processes. Eliminate onsite, disk-based backup and archiving in favor of cloud-based data protection.
Forging a new future with identity relationship management
Learn about ForgeRock's next generation IRM platform and how it is designed to empower CEOS's and enterprises to engage with consumers.
Designing and building an open ITOA architecture
Learn about a new IT data taxonomy defined by the four data sources of IT visibility: wire, machine, agent, and synthetic data sets.
How to determine if cloud backup is right for your servers
Two key factors, technical feasibility and TCO economics, that backup and IT operations managers should consider when assessing cloud backup.
Reg Reader Research: SaaS based Email and Office Productivity Tools
Read this Reg reader report which provides advice and guidance for SMBs towards the use of SaaS based email and Office productivity tools.