Oracle ( ORCL )

[alingtonsky]

Oracle outperforms expectations, declares first dividend


Mercury News
03/18/2009 01:47:41 PM PDT

Oracle on Wednesday beat Wall Street expectations as it reported third-quarter net income dropped just a bit.The Redwood City business software giant, which also announced it would pay its first dividend to shareholders, posted income of $1.33 billion, or 26 cents a share, down from $1.34 billion, or 26 cents a share during the same period a year ago. The company said revenue jumped 2 percent to $5.45 billion for the quarter ended February 28.
Excluding special items, Oracle reported its earnings would have been 35 cents a share. Analysts polled by Thomson Reuters had expected Oracle to post 32 cents a share on revenue of $5.45 billion, excluding special items.
New software sales, a key indicator of the company's growth, dropped 6 percent from the year-ago quarter, to $1.5 billion, less than what analysts had anticipated.
Oracle said it would pay out dividends of 5 cents a share each quarter, or 20 cents per year.
Its shares jumped about 7 percent in early after-hours trading.

http://www.mercurynews.com/topstories/ci_11942433

Risultati superiori alle attese per Oracle, in rialzo di circa il 7% in a.h.

 

[alingtonsky]

NEW YORK (Dow Jones)--Shares of Oracle Corp. (ORCL) rose 13% Thursday morning, a day after the company declared it would pay its first ever dividend, perking up investors' confidence and signaling it's holding up in the recession.
Following the results, analysts who cover the database and software giant Thursday released research notes applauding the company's third-quarter results that beat Wall Street expectations amid the economic downturn. Many said issuing a dividend should lure new investors.
In recent trading, shares of the Oracle rose $2.07 to $17.90. The stock has fallen 10% in the last three months.
Friedman, Billings, Ramsey analyst David M. Hilal said that he liked that the company reported a solid quarter with software licenses ahead of analysts' expectations amid expanding operating margins and its share buyback program continues.
"We continue to favor Oracle as a relative outperformer during this downturn because of its large base of recurring maintenance revenues, business diversity, earnings and cash flow stability, reasonable valuation, and introduction of a cash dividend," Hilal wrote.
He added Oracle is executing well in a tough environment, which he believes will continue. "While guidance for the seasonally strong May quarter is below Street expectations, we believe that it was widely expected as it's partially due to even stronger currency headwinds."
Meanwhile, Cowen & Co. analyst Peter Goldmacher said Oracle remains his favorite name in the space and "the addition of a dividend will likely attract new investors."
JMP Securities analyst Patrick Walravens said the company's dividend is possible in part because of "the amazing cash the Oracle model generates." He added the company has $8 billion in free cash flow in the last 12 months and "the dividend may open up a new class of 'income' investors for Oracle."

http://online.wsj.com/article/BT-CO-20090319-708713.html?mod=

 

[alingtonsky]

03/25/09 - 07:29 PM EDT

...

Bellini had high marks for Oracle She likes its operating margin expansion because of its dominance in maintenance work, and she sees the company becoming very aggressive in acquisitions in the next three to six months.

http://www.thestreet.com/story/10477276/3/fast-money-recap-why-the-markets-bounced-back.html

 

[alingtonsky]

March 29, 2012
Credit Suisse’s Phil Winslow this morning offers up a massive (99-page) note that he calls “The Apps Revolution Manifesto — Volume 1″, the point of which is to describe what he calls a “paradigm shift in enterprise software architectures.”

The world is at the “most significant revolution in database and application architectures in 20 years,” writes Winslow.

Winslow describes four aspects of the shift, namely, the transformation of the user interface via mobile, the transformation of “back end” technologies in “cloud computing,” the rise of “new classes and volumes of data,” the so-called Big Data revolution, and an acceleration of the gathering, analysis, and sharing of data, called “Fast Data.”

The convergence of all of that is like the “client-server” revolution in the early ’90s, he thinks, or the rise of Web-based software a decade ago.

The result, writes Winslow, should be a much healthier enterprise software market than is currently anticipated by investors:

The next application modernization cycle, which we expect to gain momentum throughout 2012 and extend well into 2015 (if not beyond), will not only (1) drive an upgrade cycle of legacy applications, but also (2) expand the user base and penetration of applications and incremental modules, and (3) produce new generations of enterprise software companies and “killer apps.” Therefore, we believe that Wall Street’s view of enterprise applications being a mature, low-growth market will be proven wrong. Specifically, consensus estimates across the 25 largest publicly traded applications vendors forecast a sizeable deceleration in revenue growth from approximately 15% in 2011 to approximately 11% in 2012. Similarly, Gartner forecasts enterprise applications revenue growth to slow from approximately 12-13% in 2011 to approximately 9% and 8-9% in 2012 and 2013, respectively. Conversely, we believe that (at least) mid-teens revenue growth rates can be sustained for several years.

Winslow expects some of the dominant software vendors can be competitive despite the shifting nature of the business:

Although privately-held Workday most closely embodies the fourth-generation application architecture paradigm described in our report, we view SAP (SAP), Oracle (ORCL), NetSuite (N), and Salesforce.com (CRM) as the publicly-traded vendors most leveraged to this next wave of application modernization and expansion. Conversely, we anticipate that many legacy applications vendors (e.g., Sage [Group PLC (SGEL)], Epicor, and JDA Software (JDAS)) will experience erosions in their competitive positioning and market share.

SAP, ORCL To Ride Wave of ‘Apps Revolution,’ Says Credit Suisse - Tech Trader Daily - Barrons.com

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[ConteRosso]

una equity da seguire certamente , potrebbe essere nella list
di warren Buffett ma non lo è
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