Oracle Q4 reported higher than expected earnings. (See Oracle Profit Jumps to $1.3B byAP)
So how does a business like Oracle have a high cash-flow and very high margin business? What are the key metrics to look at? Is Database still a growth business? What is the role of SOA and other key technology trends?
In my previous posts (see links on the right) I have discussed the business of software. We will evaluate Oracle's earnings and see what others have to say.
Alpha Guy writes of Oracle's earnings and its integration of acquired businesses at http://alphaguy.blogspot.com/2006/06/oracle.html
Jeff Nolan talks about SAP's earnings here at http://jeffnolan.com/wp/2006/04/20/sap-earnings/
(Strictly personal opinion. Does not represent views of anyone else.)