Thread regarding Oracle Corp. layoffs

The Sun HW business has generated $30b of profit for ORCL in the last 10 years.

by
| 2007 views | | 11 replies (last )
Post ID: @OP+174hcoYm

11 replies (most recent on top)

So this is actually TRUE. SUNW has added $30b of profit to the Oracle bottom line since 2010. Last year it was $2.3b according to another message on here.

by
|
Post ID: @18xyv+174hcoYm

I agree with the OP. Look at the numbers which show a consistent profit to Oracle's bottom line. Oracle is printing money when they sell Sun HW. We should all be thanking the Sun guys for their longevity and funding our bonuses and pay raises.

by
|
Post ID: @2rim+174hcoYm

The OP is a perfect illustration of what it's like to deal with a Sun/SPARC die-hard. I experienced it myself while I worked at SUNW.

These folks live in an alternate reality. No amount of facts will convince them otherwise. This also explains why Sun failed.

The SPARC hardware folks lived in denial about their competition. Namely Intel.
The Solaris software folks lived in denial about their competition. Namely Linux.

Today, they believe that Solaris and SPARC are still relevant.

by
|
Post ID: @2fjy+174hcoYm

This discussion thread clearly shows the real issue!

The HW guys don‘t understand the SW business and vice versa.

I already experienced this when I was a SW guy @ Sun Microsystems

by
|
Post ID: @2ziw+174hcoYm

Not a big part of Oracles current revenue but death spiral is a bit exaggerated. Simply look at the Q1 financials that posted a couple weeks back. Year over year HW was flat, not crashing, and out of that flat revenue were less costs. They make plenty of money off Sun and have had it profitable since shortly after they bought it, that acquisition has paid for itself many times over by now.

by
|
Post ID: @2wms+174hcoYm

There was plenty of quality, friend. I could find you any number of accounts of Sparc servers running for years and decades. There was also a very loyal and successful customer base that had significant overlap with Oracle’s. LE had his eye on many of Sun’s assets mostly Java. Hardware was like the free hassock they throw in when you buy an easy chair. Since we are doing furniture analogies :^D

by
|
Post ID: @1vzl+174hcoYm

“It was like someone buying old furniture at a yard sale, and trying to turn it into a museum piece. Only certain craftsmen can pull that off.”

I like the analogy, except it assumes there was some quality there in the 1st place, which in the case of sun, is a stretch.

by
|
Post ID: @1hgh+174hcoYm

The grand vision that O had for the Sun hardware business counted on companies still wanting to purchase, host and support their own stuff. They turned Solaris into the so-called “cloud OS” and k–led off the desktop line.

It was like someone buying old furniture at a yard sale, and trying to turn it into a museum piece. Only certain craftsmen can pull that off.

by
|
Post ID: @1fda+174hcoYm

Here is a little refresher for the hardware apologists:
https://seekingalpha.com/article/4357400-oracle-low-revenue-growth-and-excessive-buybacks-pushed-oracle-out-of-competition
(This was posted here before not too long ago) - in summary:
Yes, hardware revenue continues to shrink
Yes, x86 iron s—s too - Safra even says she is pulling investment out of that business
Yes, Oracle is still a POS, with no revenue growth in a decade
Yes, Oracle is trying, unsuccessfully to replace lost hardware revenue with cloudxxx, but not succeeding

And yes, the hardware apologists that frequent this site are spewing lies about the health of Oracle’s hardware business.

by
|
Post ID: @1esj+174hcoYm

Re: “steadily declining hardware revenues over the last few years”

Exactly. Oracle (sun) hardware sales revenue has been in decline since the acquisition, but is now in a full-on death spiral. -20% year over year since at least 2017. Final nail in the sun coffin.

by
|
Post ID: @bsv+174hcoYm

Hey dweeb - this statistic is about as useful as the Feds claiming that we are managing covid better than any other country in the world. Seems you neglected to mention the steadily declining hardware revenues over the last few years. And this, on top of the fact that enterprise cap-ex expenditures are in decline and being shifted to op-ex and our cloud competitors? Or how about all the hardware org RIFs that just happened? Finally, if I’m a customer who needs to replace hardware that is going off support, do you think I’m going to go to Oracle, where the future of our HW longevity is so clearly in doubt?

Yeah, I know. You’re stuck in a having-to-push-sun-hardware roll. Must really s— to be you. However, the good news is that all of those non-orders rolling in give you plenty of time to sweat out your sketchy employment situation here, and this last fact alone speaks volumes about the nasty predicament you find yourself in.

by
|
Post ID: @oew+174hcoYm

Post a reply

: