Oracle Takes A Fall

Oracle posted fiscal fourth-quarter results that were just horrible for investors looking for more progress in web-based services, sending its shares lower.

The company had been expected to report a pickup in its software business and progress in cloud computing, shares of Oracle had gained 10 percent over the past three months. However yesterday it was clear that Oracle is getting a kicking from the competition like Salesforce.com and Workday which have been offering competitive software and Internet-based products at prices that often undercut Oracle.

Tech spending is likely to fall as more companies move to the cloud. Oracle has been rolling out its own cloud-based products but they remain under five percent of its overall revenue. For the fiscal first quarter, Oracle expects software and cloud revenue to grow between 6 percent and 8 percent. That forecast includes expectations for software- and platform-related cloud services to grow between 25 percent and 35 percent.

Oracle said it expects its hardware system revenue to be in a range of down 1 percent to up 3 percent.

For its latest fourth quarter, Oracle said overall revenue rose 3 percent to $11.3 billion. That was less than the $11.48 billion analysts had expected on average. Net income fell 4 percent to $3.6 billion.

Revenue from Oracle’s hardware systems products grew 2 percent to $870 million.

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Oracle Updates NoSQL

Oracle has announced the availability of the latest edition of its NoSQL datatabase.

NoSQL is Oracle’s distributed key-value database. Now in it’s third version, the enhancements this time are heavily centred around security and business continuity.

Oracle NoSQL 3.0 features improvements in security with cluster-wide password based user authentication and integration with Oracle Wallet. Session level Secure Socket Layer (SSL) encryption and network port restriction are also included.

For disaster recovery and prevention, there’s automatic fail-over to metro-area secondary data centres, while secondary server zones can be used to offload read-only workloads to take the pressure off primary servers under stress.

For developers, there is added support for tabular data models that Oracle claims will simplify application design and improve integration with SQL based applications, while secondary indexing improves query performance.

“Oracle NoSQL 3.0 helps organisations fill the gap in skills, security and performance by delivering […] enterprise-class NoSQL database that empowers database developers and DBAs to easily, intuitively and securely build and deploy next generation applications,” said Oracle’s EVP of Database Server Technologies, Andrew Mendelsohn.

It’s already been a big week for the SQL community with NoSQL arriving on MariaDB for the first time, courtesy of a tie-up between SkySQL, Google and IBM on Tuesday, while yesterday Fusion-IO announced the use of Non-volatile memory (NVM) compression in MySQL to increase the capacity of SSD storage.

Both the community and enterprise versions of Oracle NoSQL Database 3.0 are available for download now from the Oracle Technology Network.

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Dell’s Cloud Plans Falls Behind Schedule

Dell announced an aggressive schedule last year to roll out cloud-based application services, but it appears that the schedule was a little too aggressive.

Dell said last August that it planned to launch an online analytics service in the first half of this year for small and midsized businesses, but that service isn’t due now until early next year, a Dell executive said.

“Like a lot of development projects, it can take a bit longer than you think,” Paulette Altmaier, general manager of Dell’s Cloud Business Applications group, said in an interview Thursday.

Dell also said it would launch a platform-as-a-service offering this year based on Microsoft’s Azure platform. On Friday, a Dell spokeswoman said the company no longer has a delivery date for that service.

The delays are a setback for Dell, which is trying to reduce its dependence on PCs and build more profitable businesses in services and software. But a lot of companies are moving slowly to the cloud, so the hold-up isn’t a disaster, said Peter Ffoulkes, an industry analyst with 451 Research Group.

“The move to the cloud is not a fast journey and for most people it is still largely a future. I would not expect a quarter or two to make a big difference in practical terms,” he said.

Dell has also made a string of software acquisitions in the past year that might be causing it to rethink its software-as-a-service strategy. It updated press and analysts on its software plans Thursday.

When it does arrive, the analytics service will offer “cross-app” analytics, meaning customers will be able to import data from one or more applications to a data warehouse that Dell will host for them online, and then perform analysis on that data.

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