Oracle President Mark Hurd Set to Rally Partners
Oracle President Mark Hurd (pictured) and Channel Chief Judson Althoff will be on hand June 28-29, when the software giant hosts the Oracle PartnerNetwork Kickoff event for fiscal year 2012. The kickoff event comes a few days after Oracle announced 4Q 2011 financial results. So how is Oracle performing heading into this new fiscal year? Here are five key questions for Hurd and Althoff.
1. Hardware Hiccup?: Oracle’s Q4 revenues climbed a healthy 13% to $10.8 billion and new software license revenues were up 19% to $3.7 billion. But hardware systems revenues fell 6% to $1.2 billion. Was that a temporary hardware hiccup or is the Sun hardware business contracting for the long haul?
2. Big Ambitions: In the earnings statement, Hurd said more than 1,000 Exadata machines have been installed worldwide, and Oracle’s goal is to triple that figure in fiscal year 2012. Althoff has previously stated that Exadata will be critical to Oracle’s cloud and channel strategies. But can Oracle and its partners really triple the Exadata installed base this year? Hmmm…
3. The Itanium Debate: On second thought, The VAR Guy doesn’t have any plans to poke around on this story. As most readers know, Hewlett-Packard went ballistic when Oracle ended software development for the Itanium processor. In reality it’s a big debate that has very small implications for most VARs.
4. Service Provider Licensing: Oracle hasn’t built its own cloud. But the company claims to be the leading software provider for most cloud-centric companies. So, which ISVs are marching forward with Oracle in the cloud? The VAR Guy is tracking down the answers.
5. OPN Specialized: Let’s end this blog entry where is began… focusing on the overall OPN Specialized partner program. Last year, Althoff called on former Sun partners to join OPN Specialized. And he told existing Oracle partners to cross-train in servers and storage. So, did partners heed Althoff’s advice? And what’s the new advice for fiscal year 2012?
The VAR Guy is gathering some answers while visiting Oracle’s Redwood Shores, Calif., headquarters this week. Stick around for updates.