HW revenue down 10% year over year... AGAIN!. The hw platform is a POS - a boat anchor dragging the company down since its acquisition from Schwartz/McSqueely. Take it behind the woodshed and put it out of its misery - PLEASE!
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ORCL has profited to the tune of $32.5b since the JAVA acquisition closed. HW is a ca$h cow that keeps on giving. The Sun buyout has allowed the Cerner acquisition to occur and still allow Larry to buy another yacht. It's been a total success and long may HW keep adding to the bottom line.
Sorry, but if I'm a DB customer I'm working to get off of Oracle and furthermore, watching Oracle's shrinking business is not going to make me want to spend hard $$ on their hardware, engineered systems or not. Exadata is WAY overpriced in the first place - there are simply too many reasons to run away from Oracle. Milking customers for more "premium" (exa) technology leaves a really bad taste in customers' mouths.
The hardware (platform) org also supplies to OCI and other engineered systems market. The market for X86 servers to outside market is dwindling and it was always a small market. I don't think Oracle cares about that market / margin. The main reason for keeping the platform / hw group is for OCI datacenters, engineered systems. Outsourcing that to generic hardware vendors like supermicro etc., is a good suggestion but Oracle hw/platform brings in other software / firmware layers like HMP(ILOM) which are much better than the ones provided by Dell, Supermicro etc., The whole integration is what makes the engineered systems, OCI run effectively
No, Oracle won't ki-l the HW until suck every blood from its HW business. Just layoff year after year.
Sparc is a POS anyway, a dead architecture. Bulk of the cloud is all x86, not sparc though
Oracle didn’t build their empire on “the cloud”. They built it on tons of Sparc in onsite on-prem servers. You can’t install and maintain a production database on vapor. That is still true. There’s physical machines at the heart of any cloud. Somebody needs to provide the metal. Oracle never took the hardware biz seriously. They should just let it go to Fujitsu or IBM.
The continued and steady decline of the HW business does not bode well for the future of Exadata.
If it weren't for the fact that most of Oracle's biggest customers are doing everything they can to leave Oracle technology as fast as they can, I would say keep the hardware for exadata alone. However, exa is not viable long term because of our issues with customer retention. The best course at this point would be to get rid of the headache by selling the entire division to Fujitsu.