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Oracle's Q4 results: What to watch

Chris Kanaracus | June 18, 2013
Software revenue growth, Fusion apps uptake and the travails of Oracle's business may get some scrutiny

Tracking database 12c: Oracle had been expected by now to announce the general availability of its next-generation 12c database. While earlier this year, word leaked that beta testing had been completed on 12c and a release was imminent, no announcement has been made. It's not outside the realm of possibility that Ellison will make such an announcement during the call as Oracle begins a new fiscal year.

Trash talk targets: Ellison in particular tends to dish out plenty of competitive trash talk during earnings calls, with Salesforce.com and Workday often receiving the brunt of it. Such banter is to be expected. But in Oracle's case, the target chosen is telling, usually being "the company they're most worried about," said Forrester Research analyst China Martens.

 

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