分类： Oracle
2012-09-26 09:56:29
Oracle的战斗从$ 7.4十亿收购Sun Microsystems公司三年前收回，收回和利润。 In its first quarter, Oracle's overall hardware business was off 24 percent year over year despite “triple-digit growth” in engineered systems like Exadata.在第一季度，??甲骨文的整体硬件业务，较去年同期的24％，尽管在工程系统像Exadata这样的“三位数的增长”。
Oracle's plan to wring software-like profit from its hardware business still hasn't panned out nearly three years after it bought Sun Microsystems' server-and-storage business for $7.4 billion.甲骨文拧软件硬件业务利润的计划仍然没有成功，近三年来，为740亿美元收购了Sun微系统公司的服务器和存储业务。 And that's got to bug CEO Larry Ellison who is a bear on execution and profitability.而这得到了错误CEO拉里·埃里森（Larry Ellison）是一个事关执行力和盈利能力。
Revenue from Oracle hardware systems sales fell 24 percent to $779 million year over year in both GAAP and non-GAAP terms fo r Oracle's first quarter ending August 31.从Oracle硬件系统的销售收入下降了24％，达到7.79亿美元，较去年同期GAAP和非美国通用会计准则条款为?甲骨文截至8月31日的第一季度 。 It's hard to put a pretty face on that, but Oracle tried.很难把一个漂亮的脸蛋上，，但甲骨文尝试。 Co-president Safra Catz said sales of “engineered systems” — the Exadata, Exalogic data center appliances — grew at triple digit rates.联席总裁Safra Catz表示，“工程” - 的Exadata，Exalogic的数据中心设备 - 销售的增长在三位数的价格。 That sounds good but not good enough to offset falling sales of bread-and-butter lower end servers and systems.这听起来不错，但还不够好，以抵消销量下降的面包和奶油的低端服务器和系统。
Make no mistake, the clock is ticking on this hardware situation.没有错，时钟滴答作响在这个硬件上的情况。 Oracle was able to buy and integrate huge software companies like PeopleSoft and Siebel Systems profitably but some analysts wonder if Sun was one purchase too many.甲骨文是能够购买和整合庞大的软件公司，如PeopleSoft和Siebel系统公司盈利，但一些分析家怀疑，如果太阳是一次购买太多。
Oracle co-president Mark Hurd, aka “the hardware guy” said he expects growth in Oracle's overall hardware business in the fourth quarter.甲骨文联席总裁马克·赫德（Mark Hurd），又名“硬件的家伙说：”他预计甲骨文硬件业务的整体增长在第四季度。 “We're very focused right now because we've got hot products … And in the hardware business, if you just think about the products that we've released over the course of the past 18 months, Exadata, Exalogic, Exalytics, T4, ZFS, where we release new products, we drive growth,” he said. “我们现在很集中，因为我们已经有热的产品......而在硬件业务，如果你只是想想的产品，我们已经发布的Exadata，Exalogic的，Exalytics，在过去的18个月的过程中，T4 ，ZFS，我们推出新产品，推动经济增长，“他说。 A transcript of the call is here .一个成绩单的称呼是在这里 。
That wait-till-next-quarter (or two or three) message is starting to get worrisome.是等待，直到下一个季度（或两个或三个）的消息开始变得令人担忧。 When the Sun deal happened, Oracle execs said they expected to incorporate that company as profitably as it had other acquisitions.当Sun的交易，甲骨文高管表示，他们预计该公司将盈利，因为它有其他的收购。 One small problem — Sun was a hardware company and as Oracle is finding out, hardware is not software.一个小问题- Sun是一家硬件公司，甲骨文的发现， 硬件而不是软件。
In his research report Nomura Securities' analyst Rick Sherlund wrote:在他的研究报告中，野村证券分析师Rick Sherlund则写道：
The hardware business (which has dragged down overall revenue growth for the company by about 2 percentage points) was down 24% vs expectations of down 14%.硬件业务（已拖了下来，为公司的整体收入增长约2个百分点）下降了24％，比预期下降了14％。 The strategic Exa-Series high-performance engineered systems sustained growth of over 100%, but was offset by another sharper-than-expected decline in commodity hardware.战略EXA-系列高性能工程系统持续超过100％的增长，但另一个更清晰的比预期的下降，商品硬件所抵销。 We had expected a turnaround in hardware in Q2 (Nov), but this is now likely pushed out to Q3 (Feb) or Q4 (May).我们此前预期的好转，在硬件中第2季（11月），这是可能推出Q3（二月）或第4季（5月），。
For Oracle's first quarter the company broke out “cloud revenue” for the first time combining cloud software subscriptions with new software licenses.甲骨文第一季度该公司爆发了“云收益”结合云软件订阅第一时间与新的软件许可证。 I'm unclear on how all that computes, but Catz pegged cloud revenue at $222 million.我不清楚所有的计算，但，卡茨挂云收入2.22亿美元。 That figure will get more meaningful as quarter by quarter comparisons become available.这一数字将获得更多的有意义的季度季度比较可用。
But, for a company led by a CEO who used to mock the use of the term “cloud,” Oracle has come a long way. ZDNet's Larry Dignan points out execs used the term 34 times on the call.但是，对于一个CEO领导的公司，用于模拟使用的“云：”甲骨文已经走过了很长的路要走。 ZDNet的拉里迪南点的出高层在电话会议上使用的术语34次。
