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Ariba’s Earnings — What Stands Out (Part 1)
After reading through Ariba’s earnings transcript and consulting my own notes from the call, I’ve come away with a fairly optimistic view about how Ariba performed in its most recent quarter, and a...
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Ariba’s Earnings ? What Stands Out (Part 2)
If Ariba remains independent ten years from now (which I do not anticipate, mind you), I suspect the biggest surprise in its revenue model by 2020 will be that suppliers will account for close to 50%...
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Tracking Ariba’s Third Quarter Fiscal 2010 Earnings Report: Three...
It’s become somewhat of a regular thing on Spend Matters to track Ariba’s quarterly performance as both a proxy for the overall market as well as to see how this specific procurement/Spend Management...
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Tracking Ariba’s Third Quarter Fiscal 2010 Earnings Report: Three...
In the first post in this series, I summarized and provided perspective on Ariba’s solid recent quarter. But the numbers only tell a small portion of the overall picture of where the customer and...
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Tracking Ariba’s Third Quarter Fiscal 2010 Earnings Report: Three...
In the first two posts in this series looking at Ariba’s most recent financial results (Part 1 and Part 2), I explored a combination of reported metrics and observations that contributed to the...
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Oracle Reports Q3 2011 Results: 34% Growth in Aplications
Oracle reported strong Q3 2011 results across all product lines last week. Okay, that's not necessarily a new thing this quarter, in general, Oracle has reported better than the market average for...
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Oracle Reports Q4 2011 / FY2011 Results – First $10B Quarter
Oracle reported its Q4 and FY2011 year end results and once again posted impressive numbers including its first quarter with over $10B in total revenue and first quarter with over $1B revenue in...
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Oracle Reports Q3 2011 Results: 34% Growth in Aplications
Oracle reported strong Q3 2011 results across all product lines last week. Okay, that's not necessarily a new thing this quarter, in general, Oracle has reported better than the market average for...
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Sliding revenues
Fun pic, no? Apple’s earnings disappointment thudded into view in the middle of an afternoon of briefings at Oracle’s Modern Marketing Experience conference in Las Vegas. In that context it gave me a...
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Oracle Reports Q4 2011 / FY2011 Results – First $10B Quarter
Oracle reported its Q4 and FY2011 year end results and once again posted impressive numbers including its first quarter with over $10B in total revenue and first quarter with over $1B revenue in...
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Some analysts still don’t get it
Oracle reports its earnings on Thursday, December 14, after the markets close and trying to guess how the company did in its second fiscal quarter has become a parlor game. Seeking Alpha, an...
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Oracle Reports Q3 2011 Results: 34% Growth in Aplications
Oracle reported strong Q3 2011 results across all product lines last week. Okay, that's not necessarily a new thing this quarter, in general, Oracle has reported better than the market average for...
View ArticleClik here to view.
Oracle Reports Q4 2011 / FY2011 Results – First $10B Quarter
Oracle reported its Q4 and FY2011 year end results and once again posted impressive numbers including its first quarter with over $10B in total revenue and first quarter with over $1B revenue in...
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