Hardware revenue was up slightly this FY. Time to put th scaremongering to bed people. Oracle is now entering a period of sustained growth with them being a top tier Cloud company. The Big Three is now Four.
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What about the plans to develop AMD and ARM systems?
With cloud growth slowing and the investment in data centers weak, how much need will there be for systems in OCI?
maybe because there is no more need for these features..... just saying of course....
in the next years x86 systems from Oracle will only be used in OCI.
if you are part of the system team, you already know the x86 oci-only blade line. no need to engineer and build those by ourself, much better outsourcing, since there is absolutely no added value, P/V100 included.
and if you are part of the system team, you also know that all ES will be moved in this FY to 100G, getting finally rid of that mess called IB ( we already got rid of the useless development team some time ago)
everything is off the shelf, just with the right form factor and features. the so called R&D is just engineering the ilom and the assembly. definitely not worth the cost.
if something, I wonder why it took so long.
Oracle could have outsourced x86 development a long time ago but chose to keep it house to meet the needs of engineered systems and could groups. The needs include things like timely support and customized features. How could Oracle manage these needs if x86 development was outsourced to Dell or some other vendor?
Obviously half the commenters and the OP don't work in systems or know how the business works. It's not surprising that revenues are up - a new series of platforms (designed by the now RIF'ed engineers) have been released and being sold. There is no new SPARC systems in development so don't ever expect that bump again. x86 is being refocused. They were never really external revenue generating, but used for the cloud and appliance systems. Planning seems to end a couple of years out which appears to gel with the rumors of a FY20 outsource. ZFSSA was due to have it's best year, but the internal rollout has wrapped up, hence the reason more than half the engineers were RIF'ed and more have left since. There is a final software release being worked on with some features promised to customers, then it's the end of the line for ZFSSA. (Interestingly, the Linux group has started from scratch to attempt a storage appliance, but it's still in it's infancy) The company is focusing remaining hardware and systems efforts that support the internal cloud business.
Overall, the systems division is being wound down now. It makes perfect sense to sell the products that have been developed - which is where the cost is, but there is nothing new in the pipeline. It takes a few years to develop new platforms so the decline will start soon.
For those who have been RIF'ed, don't be upset, they've done you a great favor with a payout. Many people are now leaving voluntarily without a severance. For the remaining people, my advice would be not to focus on Oracle's cloud services - they are stillborn and have no market penetration or traction. Focus on the data analytics part of the company - they are a prime player there, it just isn't advertised.
maybe the question arose by the strong (and not denied) rumour that we have finalized an agreement with Dell to outsource all x86 development starting FY20.
just saying....
btw, rumours apart, what "plenty of x86 stuff" is exactly going on? I don't see this "plenty of stuff" anywhere in BUR
Lots of folks are still working on hardware in BUR and SCA. Why would you say they are all RIF'ed? The SPARC team are mostly gone, but three is still plenty of x86 stuff going on.
Is there any HW development still going on in SCA and BUR? I thought they were all RIF'd last year.
But what does this mean for all the folks involved in the design and development of hardware in BUR and SCA?
Funniest frikkin" lie I've seen or heard this week, including anything DJT has said on any given day
OP, I must apologize ...
I wrote stock price was falling 4% ...
I was wrong ...
It is falling almost 8% !!!
LOL LOL LOL !!!
Fake news :D
Yeah, don't know how hardware revenues were "up" when the reported numbers were definitely down:
Hardware revenues were one tenth of Oracle's haul, bringing in $3.99bn on the year, down 4 per cent from $4.15bn last year.
Source: https://www.theregister.co.uk/2018/06/20/oracle_fy2018_database_version/
OP, either you don't know up from down, or you are lying.
Since this is a site about layoffs, what does the earnings call signal about hardware development? We are no longer building SPARC systems after T8 (Fujitsu will fill any void going forward) and it doesn't seem x86 is selling well outside of internal consumption. Unless Oracle ramps up their data center investment and consumes more of its own x86 products, what is the future for hardware?
OP: LOL !!!
Stock is falling almost 4% !!!
go back to school, idiot !!!
If Oracle cloud is the only entity buying the hardware then hardware at Oracle will be dead. It's not that difficult to figure out.
Don’t know which flavor of Kool Aid you’re drinking. FY18= $3.993B, while FY17 was $4.152B, adjusted for inflation that is a 6% decrease. This used to be a $6B business.
Looking forward to next earnings when on premise hardware also gets lumped into cloud (for no justifiable reason).
Top tier. Not even in the same universe. How is selling hardware an indication of a top tier cloud provider? Cloud @ Customer ? ROFLMAO......Now that the 3 Stooges are going full Ponzi Scheme with hiding the real cloud revenues how will you know what business they are in.
LOL, stock dropping...."cloud" provider.... LOL