Meaghan Mcgrath

Editor’s note: With incremental service improvements announced at its annual user conference, Oracle has cemented itself as a worthy opponent at multiple points in the cloud stack, says Technology Business Research. Plus: Video overview of Oracle’s cloud management. This is the first of a two-part report fro Oracle World. HAMPTON, N.H. – Oracle’s cloud business starts to land with customers With incremental service improvements announced at its annual user conference, Oracle (NYSE: ORCL) has cemented itself as a worthy opponent at multiple points in the cloud stack. Where many of its most public competitors focus on any two of...

Editor’s note: As Oracle demonstrates growth with SaaS uplift, Larry Ellison looks ahead with database preview, reports Technology Business Research Analyst Meaghan McGrath. Oracle has a major presence in Morrisville built around the former Tekelec company.  HAMPTON, N.H. – Oracle’s F1Q18/C3Q17 earnings release Thursday delivered Cloud SaaS revenues eclipsing the $1 billion mark, growth of more than $100 million sequentially. Its cloud segment of greater opportunity according to previous commentary from executives, Cloud PaaS and IaaS, fared worse in the quarter, increasing a mere $3 million sequentially. Despite software license and hardware declines, cloud growth supported total revenue expansion...

Editor’s note: Amazon Web Services’ growth is helping boost Amazon’s bottom line with its strongest performance to date, says Technology Business Research Analyst Meaghan McGrath. HAMPTON, N.H. – Accelerated AWS usage balances broader Amazon underachievement with growth that provokes expedited capacity expansion, based on the tech giant’s latest earnings report. Amazon Web Services (AWS) delivered its strongest absolute dollar growth, both sequentially and year-to-year, in dominant fashion, launching to a more than $16 billion annualized run rate with $4.1 billion in 2Q17 revenue. Amid otherwise lackluster Amazon performance, executives on the company’s earnings call elaborated on AWS’ solid performance,...

Editor’s note: New reporting offers greater insight into the individual performance of Oracle’s SaaS and PaaS businesses as cloud confidence grows, says Technology Business Research Analyst Meaghan McGrath. Oracle has a major presence in the Triangle area following the acquisitions of Tekelec in Morrisville and NetSuite, which had acquired Durham-based Bronto Software. Oracle acquired NetSuite last year. Bronto was sold in 2015. HAMPTON, N.H. – Oracle’s F4Q17/C2Q17 earnings this week release provided unprecedented insight into Oracle’s financial performance and ongoing transformation into a cloud-first vendor. As the company reported Cloud SaaS revenue and costs separately from PaaS, and moved...

Editor’s note: Customers should understand that Informatica is not just a Master Data Management vendor, or just an extract, transform, load product vendor. Informatica’s portfolio of leading products across numerous data management market segments enables the company to provide an integrated suite of composable data management products, and layer intelligence and insight across the suite, says Technology Business Research Analyst Meaghan McGrath. ​SAN FRANCISCO – While many vendors’ annual user events are flooded with new product launches, privately held Informatica had the luxury of utilizing its recent Informatica World 2017 event to prioritize a necessary corporate rebrand that better...

Editor’s note: Amazon Web Services adapts to the impact of IaaS price cuts with Chime, Connect and more to come, says Technology Business Research Analyst Meaghan McGrath. Plus: A recap of Amazon’s earnings. HAMPTON, N.H. – IaaS price cuts hinder sequential growth, but innovation in new service areas will help AWS remain a dominant driver of corporate performance. Amazon Web Services (AWS) finally eclipsed 10% of corporate revenue in the quarter, as the business unit delivered strong year-to-year revenue growth of nearly 43% and recognized almost $3.7 billion in 1Q17 revenue according to earnings released last week. The business...

SAN FRNACISCO – Google has evolved drastically over the past year. Not only have the productivity applications for business been rebranded and brought together with the Google Cloud Platform (GCP) portfolio under a cohesive business unit in Google Cloud and leadership under Senior Vice President Diane Greene, but the resulting business has substantially furthered its messaging as well. The pervasive enterprise messaging was present at Google Cloud’s Next event, in customer success stories and support announcements, as well as the go-to-market strategy presented to analysts. VIDEO RECAP: Watch a 4-minute recap of the Google Cloud Next event at https://www.youtube.com/watch?v=MW9VCYgSxlQ...