Elizabeth Hedstrom

Editor’s note: Analysts at Technology Business Research believe Oracle CEO Larry Ellison’s decision to retire from that post and the changes in other executive roles announced Thursday will lead the software giant to “rethink how it operates.” Oracle has a large presence in the Triangle after purchasing Morrisville-based Tekelec in 2013. HAMPTON, N.H. – Creating a path to solutions across Oracle’s broad and deep portfolios will drive Oracle to rethink how it operates in the next 24 months. Monetizing Database 12C with in-memory while extending growth in the Oracle (Nasdaq: ORCL) cloud business will dictate that Oracle continue to...

Editor’s note: Elizabeth Hedstrom Henlin is a Senior Analyst with Technology Business Research. HAMPTON, N.H. – Current year 1Q14 software revenue growth shows the potential ahead of IBM (NYSE: IBM) if it can monetize its cloud, big data analytics, social, mobile and security ambitions. Amid a mixed growth picture for IBM as a whole, 2% year-to-year growth in overall software revenue illustrates that IBM’s existing software assets continue to drive customer conversations and purchasing across the IBM install base. Demonstrable growth in middleware (up 4% year-to-year overall, with WebSphere up 12% and Tivoli up 7%) underpins the degree to which...

Editor’s note: Red Hat’s latest revenue projections fell below Wall Street expectations, sparking an 8 percent drop in Red Hat (NYSE: RHT) shares in after-hours trading Monday. But Elizabeth Hedstrom Henlin, an analyst at Technology Business Research, sees reasons for optimism. HAMPTON, N.H. – Sustained double digit revenue growth signals Red Hat’s success in increasing its enterprise footprint. With 17% year to year growth in total revenue as well as 18% year to year growth in subscription revenue in current year 3Q13, Red Hat continues to deliver on its “land and expand” sales and portfolio strategies as a path to footprint...

Editor’s note: Oracle recently became a major player in the Research Triangle with its purchase of Morrisville-based Tekelec. Elizabeth Hedstrom Henlin is an analyst with Technology Business Research. Se analyzes Oracle’s earnings report earlier this week. HAMPTON, N.H. – Third quarter 2013 revenue gains underscore the importance of Oracle’s (Nasdaq: ORCL) consistent go-to-market execution to sustain revenue growth across the second half of the year. Multiple quarters of sales territory alignment and incentive changes are starting to deliver results for Oracle, as the company delivered revenue growth across software that reached high single-digits for the first time since CY4Q12. Software...

Editor’s note: Elizabeth A. Hedstrom Henlin, Enterprise Software Analyst at Technology Business Research, analyzes Oracle’s latest financial report on Thursday which disappointed Wall Street. HAMPTON, N.H. - With relatively flat revenue performance to close out FY13, Oracle will focus on solutions integration as a vehicle to improve performance in FY14. TBR projects Oracle’s growth for the coming fiscal year will be materially influenced by its core portfolio offerings and the company’s ability to link the database in the minds of customers to core business problems. Oracle has the portfolio offerings to address customers’ IT and business problems alike, but remains challenged to sustain...

Editor’s note: Elizabeth A. Hedstrom Henlin, an Enterprise Software Analyst with Technology Business Research, offers her analysis of Red Hat’s latest financials, which were released Wednesday evening. HAMPTON, N.H. - Red Hat (NYSE: RHT) will realize its growth ambitions by taking “land and expand” beyond sales and into development and partnerships By templating its community-led approach to development into other areas of corporate strategy, Red Hat will sustain double-digit revenue growth across CY13 and into CY14. The company’s revenue performance for CY2Q13 – 15% year-to-year growth in total revenue, nearly 16% year-to-year growth in subscription revenue – underscores the importance of Red...

Editor’s note: Elizabeth Hedstrom Henlin is an analyst with Technology Business Research. HAMPTON, N.H. – Oracle (Nasdaq: ORCL) topped its own record second quarter performance, posting double digit growth in new licenses and support revenues, while reaching new heights of free cash flow at $12.3 billion (a 46 percent year-to-year improvement). With highlighted broad-based geographic and product momentum, Oracle saw its operating margin improve year-to-year from 26 percent to 32 percent. Oracle’s hardware business is at a point of inflection. Continued inconsistency in growth and performance may indicate that the Oracle hardware business is evolving into the stalking horse...