Elizabeth Henlin

Red Hat’s first quarter revenue results announced Wednesday illustrate the success of the company’s 2012 growth strategy – taking business-focused positioning of core technologist strengths in application development and management into net-new markets for Red Hat, most recently hybrid cloud. As customers seek to manage, consolidate, and orchestrate heterogeneous environments, Red Hat (NYSE: RHT) has the ability to meet targeted business needs in multiple segments. We maintain that Red Hat’s executive focus on “land and expand” as a sales strategy for the current year will maximize the effectiveness and efficiency of Red Hat’s sales and marketing investments to date...

We maintain that cloud and engineered systems businesses are transformative for Oracle (Nasdaq: ORCL), and have the potential to deliver significant revenue gains over the long-term — provided they remain tightly connected to Oracle’s database, applications and middleware businesses. CY 4Q12 earnings results demonstrated the ongoing strength of Oracle’s software business – as new software licenses and cloud software subscriptions revenues rose nearly 17% year-to-year to reach nearly $2.4 billion. Co-President and CFO Safra Catz noted $230 million in cloud revenues for CY 4Q12 on the earnings announcement. Maintenance revenues rose nearly 7% year-to-year to top $4.2 billion. The...

Editor’s note: Red Hat (NYSE: RHT) is scheduled to release its latest quarterly earnings Monday after the markets close. Elizabeth Hedstrom Henlin, an analyst at Technology Business Research, attended Red Hat’s annual analysts’ day in late June and last week filed this report. HAMPTION, N.H. – Red Hat’s (NYSE: RHT) distinct, customer-focused message, highlighted at Red Hat’s Analyst Day 2012, is designed to increase wallet share through the use of innovative technologies. Having crossed the billion-dollar threshold in FY12, Red Hat is capitalizing on increased visibility within the enterprise market by making aggressive moves to iterate and extend its...

With acquisitions and messaging centering on Oracle’s (Nasdaq: ORCL) cloud and engineered systems businesses, the company is counting on net-new customer gains to accelerate revenue growth In a sign of changing mandates, Oracle executives are embracing Oracle’s future as a cloud company – with much of the touted successes for calendar year 3Q12 as announced on the earnings call linked to cloud adoption on Thursday. TBR believes this change in corporate position signals further investment in Oracle cloud sales, products, and personnel – raising Oracle’s profile in new addressable markets. Many of Oracle’s recent acquisitions have centered on cloud...