Is Oracle HW getting whacked?
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The same posts over and over again are completely boring.
@dv that is a good question. ORCL keeps their revenue to expenses for any BU pretty formulaic and ratchet down costs to wring every last revenue dollar from a dying business. Since 2017 they've doubled that return. Right now revenue is mostly flat but they've been cutting HW costs by 10% each year for the last three financial years. It might be the end game for the HW BU.
@bf 2017 all over again. Will they be able to support customers through 2037?
SUNW is the ca$h cow which keeps ORCL afloat. But yes it got absolutely annihilated last week.
Is anyone even left in the HW org? I heard it was decimated.
HW got hit last week. It’s uncertain whether that’ll be the last wave.