Oracle Q1 2014 Earnings Takeaway

Oracle’s Q1 2014 earnings fell short of expectations with only a nominal increase to total revenue. Oracle has now experienced 6 straight quarters of nominal to negative revenue growth.   In order to turn things around, we expect Oracle will continue to expand their sales force, focus on improving sales execution, and ramp up their marketing efforts in order to increase their chances of closing more deals in Q2.

Given Oracle’s less than stellar results and need to close more deals, there is a high degree of leverage and a great opportunity to negotiate a highly compelling deal with Oracle in Q2.   This is especially the case for those organizations that have been aggressively pursued by Oracle, have an ability to delay making a purchase (i.e. beyond Oracle’s Q2) and are seriously considering a solution offered by one of Oracle’s competitors (SAP, Workday, Salesforce.com…etc.)