--- title: A Very Good Week for Oracle description: Oracle releases 12c and announces partnerships with salesforce.com Microsoft and Amazon image: https://www.beaconservices.com/hs-fs/file-216434155-png/images/im07t1-database-ee-1-1957573.png --- Search this site on Google [![Beacon Services | Oracle ERP Solutions](https://www.beaconservices.com/hs-fs/hubfs/Beacon%20Logos/beacon-services-logo.png?width=246&height=112&name=beacon-services-logo.png "Beacon Services | Oracle ERP Solutions")](https://www.beaconservices.com) The Choice of Experience [Beacon Services Blog](https://www.beaconservices.com/blog) ERP: Anywhere, Any Time, Any Place # [A Very Good Week for Oracle](https://www.beaconservices.com/bid/182865/a-very-good-week-for-oracle) ![Dan Maude](https://cdn2.hubspot.net/hub/298916/file-425707331-png/simplex_core_images/profile-default.png) by [Dan Maude](https://www.beaconservices.com/blog/author/dan-maude) on Jul 3, 2013 1:11:00 PM - [Tweet](https://twitter.com/share) # Oracle Announces Alliances, Earnings, and Updated Database   #### Q4 License Revenue Flat Oracle announced flat license revenues for its fourth quarter, sending its shares down 9%, further fueling the arguments that Oracle is behind - the Wall Steer Jounal's CIO Journal headlined "[Oracle Tilting at the Wrong Windmills](http://blogs.wsj.com/cio/2013/06/21/the-morning-download-oracle-tilting-at-the-wrong-windmills/?KEYWORDS=oracle)" in its earnings follow up. Yet most analysts seem to ignore the point that as subscriptions in a quarter go up, licenses in the quarter go down. Oracle's license business is predominately on-premise, so faster growth in subscriptions will lead to decreased revenue in licenses. Kash Rangan, a Research Analyst at Bank of America Merrill Lynch, pointed out ***Cloud apps wins could have depressed lic growth by 2-4%** * *On the May Q earnings call, Oracle reported 80 Fusion apps wins and 200 * *Customer Experience app wins. If we conservatively assume $0.25-$0.5mn * *license equivalent per transaction, these deals alone would result in “underreporting” license revenue by $70mn--$140mn, or 2-4% license growth. As **Oracle’s Cloud business continues to ramp, investors will have to start measuring **new ARR and growth to more accurately credit Oracle for the gradual business **model shift. Oracle’s Cloud subscription is already a $1B business and expected **to grow at ~25% in FY14.* Oracle may (or may not) manage this "gradual business model shift" over time, and the law of large numbers makes growth rate comparisons to smaller vendors somewhat beside the point. Workday's 2013 revenue was only 273 million (with a loss of 119 million) and while salsforce.com is over 3 billion in revenue, the company is still not profitable (on a GAAP basis). #### Oracle Announces Alliances with salesforce.com and Microsoft (and Amazon and NetSuite) The big news last week revolved around Oracle's back-to-back announcements with salesforce.com and Microsoft. The [salesforce.com-Oracle alliance](http://www.salesforce.com/company/news-press/press-releases/2013/06/130625.jsp) has SFDC adopting Oracle technology for its cloud offerings, as well as replacing Workday applications with Oracle Fusion applications for HCM and Financials.  The Microsoft-Oracle enterprise partnership extends the Oracle stack to Microsoft Azure, the Microsoft cloud platform. (Microsoft apparently will continue to run SAP). Both of these alliances bring historically fierce competitors together, and while press releases don't run (or integrate) software, there is a lot more here than promises.  Oracle announced similar agreements with Amazon and NetSuite. #### Oracle Releases Version 12c Database ![im07t1 database ee 1 1957573](https://www.beaconservices.com/hs-fs/file-216434155-png/images/im07t1-database-ee-1-1957573.png)Announced last year at Oracle OpenWorld, Oracle's new 12c release of its database is the driver of these new alliances and partnerships. (The c in 12c stands for cloud). Released this week, this version of Oracle's database promises to dramatically improve the administration of public, private or hybrid clouds.  This was a very good week for Oracle. And for Oracle customers and partners.  Topics: [Enterprise cloud software](https://www.beaconservices.com/blog/topic/enterprise-cloud-software), [Workday](https://www.beaconservices.com/blog/topic/workday), [Oracle](https://www.beaconservices.com/blog/topic/oracle), [Cloud ERP](https://www.beaconservices.com/blog/topic/cloud-erp), [salesforce.com](https://www.beaconservices.com/blog/topic/salesforcecom), [Microsoft](https://www.beaconservices.com/blog/topic/microsoft), [Fusion](https://www.beaconservices.com/blog/topic/fusion) About The Author ![Dan Maude](https://cdn2.hubspot.net/hub/298916/file-425707331-png/simplex_core_images/profile-default.png) [ Dan Maude ](https://www.beaconservices.com/blog/author/dan-maude) Dan is the Founder and President of Beacon Application Services [read more](https://www.beaconservices.com/blog/author/dan-maude) ### On ERP and HCM  ### Subscribe to Email Updates [Subscribe to RSS feeds](https://www.beaconservices.com/blog/rss.xml) [![Now Available BEAM Test for SaaS and Web Apps](https://no-cache.hubspot.com/cta/default/140750/3ec6a098-3291-4a65-bf8c-2e7f6d8ab6e2.png)](https://cta-redirect.hubspot.com/cta/redirect/140750/3ec6a098-3291-4a65-bf8c-2e7f6d8ab6e2) ### Most Read ### Posts by Topic - [Beacon Customers (15)](https://www.beaconservices.com/blog/topic/beacon-customers) - [Financial Services (14)](https://www.beaconservices.com/blog/topic/financial-services) - [PeopleSoft 9.2 (14)](https://www.beaconservices.com/blog/topic/peoplesoft-9-2) - [BEAM Test (12)](https://www.beaconservices.com/blog/topic/beam-test) - [9.2 PeopleSoft upgrade (8)](https://www.beaconservices.com/blog/topic/92-peoplesoft-upgrade) - [PeopleSoft Testing (8)](https://www.beaconservices.com/blog/topic/peoplesoft-testing) - [PeopleSoft (7)](https://www.beaconservices.com/blog/topic/peoplesoft) - [Selective Adoption (7)](https://www.beaconservices.com/blog/topic/selective-adoption) - [BEAM (5)](https://www.beaconservices.com/blog/topic/beam) - [Higher Ed (5)](https://www.beaconservices.com/blog/topic/higher-ed) - [Oracle Platinum Partner (5)](https://www.beaconservices.com/blog/topic/oracle-platinum-partner) - [PUM (5)](https://www.beaconservices.com/blog/topic/pum) - [PeopleSoft RECONNECT (5)](https://www.beaconservices.com/blog/topic/peoplesoft-reconnect) - ["Interesting Stuff" (4)](https://www.beaconservices.com/blog/topic/interesting-stuff) - [Cloud ERP (4)](https://www.beaconservices.com/blog/topic/cloud-erp) - [Oracle (4)](https://www.beaconservices.com/blog/topic/oracle) - [Oracle ERP Cloud (4)](https://www.beaconservices.com/blog/topic/oracle-erp-cloud) - [PeopleSoft Implementation (4)](https://www.beaconservices.com/blog/topic/peoplesoft-implementation) - [PeopleTools 8.55 (4)](https://www.beaconservices.com/blog/topic/peopletools-8-55) - [BEAM Data Manager (3)](https://www.beaconservices.com/blog/topic/beam-data-manager) - [PeopleSoft HCM (3)](https://www.beaconservices.com/blog/topic/peoplesoft-hcm) - [PeopleSoft change management (3)](https://www.beaconservices.com/blog/topic/peoplesoft-change-management) - [Workday (3)](https://www.beaconservices.com/blog/topic/workday) - [BEAM Change (2)](https://www.beaconservices.com/blog/topic/beam-change) - [Cloud Financials (2)](https://www.beaconservices.com/blog/topic/cloud-financials) - [ERP (2)](https://www.beaconservices.com/blog/topic/erp) - [ERP Cloud (2)](https://www.beaconservices.com/blog/topic/erp-cloud) - [Enterprise cloud software (2)](https://www.beaconservices.com/blog/topic/enterprise-cloud-software) - [Fusion (2)](https://www.beaconservices.com/blog/topic/fusion) - [Oracle Validated Partner (2)](https://www.beaconservices.com/blog/topic/oracle-validated-partner) - [PeopleSoft 9.2 upgrade (2)](https://www.beaconservices.com/blog/topic/peoplesoft-9-2-upgrade) - [PeopleSoft Cloud (2)](https://www.beaconservices.com/blog/topic/peoplesoft-cloud) - [PeopleSoft Cloud Manager (2)](https://www.beaconservices.com/blog/topic/peoplesoft-cloud-manager) - [PeopleSoft DB2 (2)](https://www.beaconservices.com/blog/topic/peoplesoft-db2) - [PeopleSoft Financials (2)](https://www.beaconservices.com/blog/topic/peoplesoft-financials) - [PeopleSoft Test Kits (2)](https://www.beaconservices.com/blog/topic/peoplesoft-test-kits) - [PeopleSoft Test Plans (2)](https://www.beaconservices.com/blog/topic/peoplesoft-test-plans) - [PeopleSoft Test Strategy (2)](https://www.beaconservices.com/blog/topic/peoplesoft-test-strategy) - [PeopleSoft test scripts (2)](https://www.beaconservices.com/blog/topic/peoplesoft-test-scripts) - [application change management (2)](https://www.beaconservices.com/blog/topic/application-change-management) - [peoplesoft test framework (2)](https://www.beaconservices.com/blog/topic/peoplesoft-test-framework) - [Application Engine (1)](https://www.beaconservices.com/blog/topic/application-engine) - [Automated PeopleSoft Testing (1)](https://www.beaconservices.com/blog/topic/automated-peoplesoft-testing) - [BEAM Compare (1)](https://www.beaconservices.com/blog/topic/beam-compare) - [BEAM Test Manager (1)](https://www.beaconservices.com/blog/topic/beam-test-manager) - [CFO (1)](https://www.beaconservices.com/blog/topic/cfo) - [Cloud HCM (1)](https://www.beaconservices.com/blog/topic/cloud-hcm) - [Collaborate (1)](https://www.beaconservices.com/blog/topic/collaborate) - [Customizations (1)](https://www.beaconservices.com/blog/topic/customizations) - [DB/2 (1)](https://www.beaconservices.com/blog/topic/db2) - [Database conversion (1)](https://www.beaconservices.com/blog/topic/database-conversion) - [FluidUI (1)](https://www.beaconservices.com/blog/topic/fluidui) - [GDPR (1)](https://www.beaconservices.com/blog/topic/gdpr) - [Harvard HCM (1)](https://www.beaconservices.com/blog/topic/harvard-hcm) - [Machine Learning (1)](https://www.beaconservices.com/blog/topic/machine-learning) - [Microsoft (1)](https://www.beaconservices.com/blog/topic/microsoft) - [NYSE (1)](https://www.beaconservices.com/blog/topic/nyse) - [Newmerix (1)](https://www.beaconservices.com/blog/topic/newmerix) - [On-Premises (1)](https://www.beaconservices.com/blog/topic/on-premises) - [Oracle Cloud (1)](https://www.beaconservices.com/blog/topic/oracle-cloud) - [Oracle ERP Cloud, Cloud (1)](https://www.beaconservices.com/blog/topic/oracle-erp-cloud-cloud) - [Oracle SaaS (1)](https://www.beaconservices.com/blog/topic/oracle-saas) - [Oracle Specialized (1)](https://www.beaconservices.com/blog/topic/oracle-specialized) - [Oracle partner (1)](https://www.beaconservices.com/blog/topic/oracle-partner) - [PeopleSoft 9.2 Implementation (1)](https://www.beaconservices.com/blog/topic/peoplesoft-9-2-implementation) - [PeopleSoft 9.2 testing (1)](https://www.beaconservices.com/blog/topic/peoplesoft-9-2-testing) - [PeopleSoft Update Manager (1)](https://www.beaconservices.com/blog/topic/peoplesoft-update-manager) - [PeopleSoft User groups (1)](https://www.beaconservices.com/blog/topic/peoplesoft-user-groups) - [PeopleSoft data compare (1)](https://www.beaconservices.com/blog/topic/peoplesoft-data-compare) - [PeopleSoft installation (1)](https://www.beaconservices.com/blog/topic/peoplesoft-installation) - [PeopleSoft upgrade (1)](https://www.beaconservices.com/blog/topic/peoplesoft-upgrade) - [Quest (1)](https://www.beaconservices.com/blog/topic/quest) - [Resell (1)](https://www.beaconservices.com/blog/topic/resell) - [Rimini Street (1)](https://www.beaconservices.com/blog/topic/rimini-street) - [Saas ERP (1)](https://www.beaconservices.com/blog/topic/saas-erp) - [Utility (1)](https://www.beaconservices.com/blog/topic/utility) - [application testing (1)](https://www.beaconservices.com/blog/topic/application-testing) - [salesforce.com (1)](https://www.beaconservices.com/blog/topic/salesforcecom) [Expand all](https://www.beaconservices.com/bid/182865/a-very-good-week-for-oracle#) ***Guiding Customers to Success, since 1990.*** #### Contact Details Beacon Application Services 40 Speen Street Suite 104 Framingham, MA 01701 **Phone: 781.856.0109** [Beacon Privacy Policy](https://www.beaconservices.com/privacy-policy) #### BeaconServices.com