Posts tagged "sap"

Oracle Q3 Results Up 17%, Sun Is Performing, SAP Bashed

Oracle_logo_2010.jpg If Oracle’s results for the third quarter are anything to go by, the IT sector may well have turned the corner on the recession. In figures released last night, profits for Q3 hit US $1.2 billion, with revenues up to US $6.4 billion from US $5.5 a year ago, beating analysts' forecast of US $6.3 billion.

The 17% increase in revenue is the second consecutive quarter of growth after a series of declines during the recession even though net profits fell in the quarter because of the acquisition of Sun Microsystems.

Sun Performs For Oracle

Oracle's revenue of US $6.4 billion includes an additional 10% that can be attributed to one month of Sun revenue as the deal closed on January 26, and Oracle's third fiscal quarter ended Feb. 28.

Contained within that figure is US $458 million in Sun hardware sales as of now, although the company says that this could rise to US $1.2 bn when the final figure is in.

However, Oracle said its new baby had performed beyond expectations and contributed handsomely to Oracle’s strong growth with predictions of growth of between 31% and 36% for this quarter.

The Sun integration is going even better than we expected. We believe that Sun will make a significant contribution to our fourth quarter earnings per share as well as meet the profitability goals we set for next year,” Oracle President, Safra Catz said in a statement.

Oracle Revenue Streams

One of the most important indicators of the health of the software markets is licenses and Oracle’s figures weren’t disappointing. Sales rose by 13% to US $3.3 bn — 10% excluding Sun — performing better than Oracle itself had expected. Application sales also did well with an increase of 21% to US $1.7 bn.

Oracle’s data warehousing machine Exadata is also performing well and with only one month in the fourth quarter gone there are US $100 million in bookings so far.

Exadata is the fastest growing product in Oracle’s history. Introduced a little over a year ago, the Exadata pipeline is now approaching $400 million …This strengthens both sales growth and profitability in our Sun server and storage businesses,” Oracle President, Charles Phillips said.

SAP Bashing

In keeping with tradition though, CEO Larry Ellison took time to bash SAP. Predicting that they would continue to grab “huge chunks of market share” from SAP, Ellison taunted the world’s largest software company by suggesting the only thing SAP was beating Oracle in was in the number of CEOs it has had.

SAP’s most recent quarter was the best quarter of their year, only down 15%, while Oracle’s application sales were up 21%. But SAP is well ahead of us in the number of CEOs for this year, announcing their third and fourth, while we only had one," Ellison said

However good the sound bite, more significant is his assertion that Oracle expects to continue its charge on the market with Fusion Applications due to be released later in the year.

He said Fusion Applications, when released, will be sold as on-premises software, integrated appliances and in on-demand form.

Brighter 2010?

All posturing aside, Oracle’s results should give heart to an industry that has, like many others, taken quite a beating in the past 12 months. In 2009, tech spending dropped 9% compared with a decline in nominal gross domestic product of around 1%, according to Forrester Research.

However, things are looking up. On the same day that Oracle released its results, IDC also released research that shows that while spending on IT will not return to previous levels until at least next year, it will return to growth this year.

The research also shows that the recession hit business IT spending harder than anyone had anticipated so that annual growth will remain at 5.5% annually, much lower than previously expected. If nothing else, things seem to be moving in the right direction.

SAP Teams with Open Text for Digital Asset Management (DAM)

And for the third course, SAP will also be serving Open Text’s (site) Digital Asset Management (DAM) solution. Announced today, SAP and OTEX enter the third wave of the existing 20-year-long relationship by offering DAM as part of the global reseller agreement.

Open Text DAM Under SAP Brand

Before today, SAP has been reselling Open Text Document Access, Archiving and Invoice Management products under SAP branding. Most recently, SAP also started reselling Open Text ECM.

Open Text DAM for SAP, one of the components of the Open Text ECM Suite, will be positioned as part of marketing resource management (MRM) and intellectual property management (IPM) capabilities of the SAP Customer Relationship Management (SAP CRM) application. The new name has also been chosen: SAP Digital Asset Management application by Open Text.

What’s the Value Proposition?

Since Open Text DAM will be sold in conjunction with SAP CRM, SAP Digital Asset Management should be able to support the entire marketing process from planning, developing content, execution and results measurement.

Some of the product features include the ability to collect, manage, search and distribute various types of digital assets. Ingesting, logging, transcoding and archiving of rich media content is also part of the integrated offering.

SAP Intellectual Property Management application brings in the angle of organizing, collaborating and tracking digital content.

Trying to Solve DAM Challenges

The joint venture tries to focus on enterprise marketing departments and media/broadcasting/publishing companies that have a need for management (and re-use, as we know this is important) of large amounts of digital assets.

DAM is on the rise with increased adoption of digital marketing channels, yet many organizations are faced with challenges around standardized processes and proper tools for content asset creation, publishing, maintenance and distribution.

 

Apache Chemistry Gains New Contributors via OpenCMIS

Just recently, we reported on Nuxeo’s (site) steady progress with Apache Chemistry, a Java implementation of the CMIS spec.

The newest development on this front is OpenCMIS (a project led by Alfresco, SAP and Open Text) that is adding their collection of libraries, frameworks and tools around CMIS to Apache Chemistry.

No, it is *not* an attack against Chemistry, but more of a friendly merger.

Recap on Apache Chemistry

Initiated by Day Software (see our interview with CTO David Nuescheler), Sourcesense and Nuxeo, Apache Chemistry started as a proposal for a new sandbox called ‘jcr-cmis’ in Apache Jackrabbit. Chemistry entered Apache incubation in April 2009.

Java-centric Apache Chemistry includes:

  • a high level API
  • a low level SPI
  • generic implementations of clients and servers for AtomPub and SOAP bindings
  • sample backends to serve data from repositories

Chemistry now targets CMIS 1.0 CD 05 draft, soon to be 06.

What is OpenCMIS and How the Two Come Together

OpenCMIS (dating back to summer 2009) is a community of folks employed by Alfresco, SAP and Open Text with the usual suspects as initial committers:

  • Florian Mueller (Open Text)
  • Jens Huebel (Open Text)
  • David Caruana (Alfresco)
  • David Ward (Alfresco)
  • Martin Hermes (SAP)
  • Stephan Klevenz (SAP)
  • Paul Goetz (SAP)

The goal of this CMIS implementation is to provide an enterprise-ready client library for Java that was missing in the existing CMIS prototypes, according to Open Text’s Florian Mueller.

Mueller describes the OpenCMIS architecture as follows, pointing out some differentiators between OpenCMIS and Chemistry:

  • There are two layers in OpenCMIS: the provider layer and the client layer.
  • The provider layer implements CMIS bindings. The opencmis-provider-api maps the CMIS domain model, handles immutable data objects (while chemistry-api follows an object-oriented approach)
  • The client layer, being on top of the provider layer, is a Java-like interface with all the classes and methods expected in an object-oriented interface
  • Chemistry uses Abdera to communicate with the server, and OpenCMIS is based on JAX-B and some CMIS-specific XML coding
  • OpenCMIS has a caching infrastructure that is specific to CMIS and OpenCMIS

As Muller notes, “The overall architecture and principals below the API are very, very different. Bringing both together would require philosophy changes on both sides. I'm not saying that this isn't possible, but it's a lengthy process.

Later on and more optimistically, Day’s Paolo Mottadelli describes in his blog OpenCMIS as “the last blast for Chemistry; the other big thing of the beginning of 2010,” as OpenCMIS joins Apache Chemistry with a request to merge the two codebases on the Apache Maven infrastructure. OpenCMIS, by the way, also uses other Apache products, such as Commons Codec and Commons Logging.

This merge is definitely an advancement in open source CMIS efforts on server and client sides, and covers different areas of the project, including:

  • Low level CMIS client library with support for AtomPub and Web Services bindings
  • High level CMIS client library sitting on top of the low level client with Java API (still in development)
  • CMIS server handling CMIS bindings on the server side and mapping them to a common set of Java interfaces
  • InMemory test repository for the CMIS server. A file system based test repository is under development and should be available soon
  • CMIS browser (currently, AtomPub only) for access to CMIS-enabled repositories

Nuescheler referred to OpenCMIS as “well architected and already very mature in its code base.” Even though CMIS is not even an official standard yet (the second round of public review ending today), and these two projects come from different backgrounds, this joint venture looks like a good approach to collaboration, improving the code and helping spring CMIS adoption into the masses.