The death spiral continues and is irreversible — more customers are abandoning Oracle for their hw purchases. They won’t be coming back and more customers will follow suit, with continued revenue declines, layoffs, and lost customers - on and on and on and on.
Oracle burns through sales people and treats them like expendables, and everyone knows that. So pay attention to which business units Oracle sends its leads to and that is where Oracle wants growth. The H/W divisions currently get zero leads. Even requests for contact by a H/W rep will get sent to the cloud division these days.
Internal disputes between sales departments always get settled by the Cloud team getting their way and H/W being told to stuff it. Basically, DB is at the top of the food chain, cloud is in second and H/W ranks near the bottom, just below legacy products like JD Edwards and PeopleSoft. Large discounts for Cloud get approved but H/W discounts are meager and the whole product line is just a lost leader to try and snare any potential future Cloud customers.
The H/W pre-sales engineers are all complaining that they need to get certs and training for cloud so that they can transition out of H/W when the ax drops. Oracle hates losing sales engineers so if you want to know a good early indicator of when a business unit is about to get dumped, watch the pre-sales engineers.
Oracle hires people knowing that they will fire them one way or another, so don't accept an offer in any of the H/W divisions. They have no career plan for anyone dumb enough to voluntarily agree to sell their hardware. A pink slip will have to suffice as the closest thing to a promotion you will get from Oracle.
don't know what blue smoke your blowin...but Amazon makes money renting HW !!!
That dude is smoking something, or is simply a cretin - either way it explains the lame attempt at defending the indefensible. A week ago some l.o.s.e.r was calling the hardware biz a “cash cow” when the obvious reality is it is a dying business.
Anyone in hardware sales have a read into how big Q3’s decline will be?
Yes, between 3 and 10% lower that the same quarter a year ago. That downward trend has been consistent for ~10 years since the sun acquisition. Safe to assume that 10% RIF will hit the hardware org between now and July - simple math.
don't know what blue smoke your blowin...but Amazon makes money renting HW !!! that is the cloud. the cloud isn't hw ? it's hw + sw. Can't run software without hardware. So if HW is declining YrYr and M/M then why isn't cloud revenue increasing and why isn't it broke out. And why doesn't Safra scream it from the hill top?
Actually, HW growth is UP dramatically to the cloud. What you're seeing here is the cost of the machine amortized over FOUR years, not a lump sum all at once like days of old. That's why it appears HW grew negatively but the real picture is Oracle shifting HW faster than it can fall off the production line. Oracle Cloud has just switched on afterburners so if you are not in ORCL right now then load up and enjoy the ride.
They are winding down in a spectacular way- customers & employees are leaving as quick as they can. A company that treats everyone badly fir years & years can not sustain.
Oracle strategy is to move customers to cloud, so yes HW revenue will go down, no big deal.
Well, it's a big deal for everyone in the HW organization.
Oracle strategy is to move customers to cloud, so yes HW revenue will go down, no big deal.
Anyone in hardware sales have a read into how big Q3’s decline will be?