Date: 
May 31, 2017
Author: 
Tomás O'Leary
Date: 
5.31.2017
Author: 
Tomás O'Leary

This article is worth a read! It was originally posted by Dan Woods  on forbes.com.

For the most part Oracle watchers have been obsessed with the question of how fast and how much of the company’s business can move to the cloud. But a larger and more central threat is growing that is focused on Oracle’s financial crown jewel, the software maintenance and support revenue that make up about 50 percent of its $38 billion in annual revenue.

If Oracle cannot move its business to the cloud, then its future as a growth stock, or at least as a stock with prospects for modest growth, will be severely called into question. But, if a new collection of competitors offering third party support can actually make a dent in Oracle’s software maintenance and support revenue, then even Oracle’s future as a dividend stock could be cast into doubt.

Of course, the scenarios that are putting pressure on Oracle won’t play out in a quarter or two, but if evidence grows that Oracle now must fight two wars, one to move to the cloud and another to maintain its support and maintenance revenue... Continue reading

Recent Posts

Your New Year’s Resolution to Cut Costs
Say goodbye to forced upgrades and enjoy 2019 happily supported by your promised New Year’s resolution.
As IBM® sells their legacy software to HCL, how are IBM® clients affected?
How the IBM® HCL acquisition will affect IBM®’s legacy clients?
Big Blue sells off Legacy
On December 6th, 2018, IBM® announced that they are selling some of their software products to HCL for a shockingly low price of $1.8B.

XXXX Recent Posts

Ihr guter Vorsatz fürs neue Jahr – Kosten senken
Verabschieden Sie sich von erzwungenen Upgrades und genießen Sie 2019, glücklich unterstützt von Ihrem Vorsatz fürs neue Jahr.
Märchenstunde: 5 „Fakten“ über Software-Audits, die Sie nicht glauben sollten
Um IBM-Audits ranken sich zahlreiche Mythen und Unwahrheiten. Hier sind fünf, die Sie auf keinen Fall glauben sollten.
Warum zumindest eine Firma Software-Audits liebt
IBM-Software-Audits dienen nicht nur dazu, Lizenzdefizite aufzuspüren – sie sind für Big Blue auch eine wichtige Umsatzquelle