Wednesday, June 24, 2009

Mark Logic CEO Blog: Oracle Operating Margin Tops 50%, Maintenance Bigger than License

Another timely snapshot from Dave Kellogg

Oracle reported its fourth quarter yesterday with several interesting highlights:

  • Non-GAAP operating margin was 51%, the highest in Oracle history
  • Fees for updates and support (aka, maintenance) were $3.1B, growing at 8%
  • Fees for license were $2.7B, decreasing at 13%
  • Oracle "beat expectations" despite both revenue and profit falling
  • Oracle headcount remains flat at about 85,500 people (roughly the size of Nashua, NH)
I would dare say that all this continues to validate my Oracle has become Computer Associates (without anybody noticing) hypothesis.

Mark Logic CEO Blog: Oracle Operating Margin Tops 50%, Maintenance Bigger than License

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