Meaghan Mcgrath

Editor’s note: Oracle (Nasdaq: ORCL), which has a major outpost in the Triangle following its acquisition of Tekelec in 2013, is transitioning to the “cloud.” But the tech giant must find ways to support declining software license revenue, says Technology Business Research Analyst Meaghan McGrath after reviewing Oracle’s most recent quarterly earnings report. HAMPTON, N.H. – Unfavorable USD exchange rates dampened Oracle’s earnings again, but even in constant currency compares, Oracle’s FY4Q15 new software license sales declined by double digits. The business as a whole recognized a more than 5% decline year-to-year (3% growth in constant currency). Oracle’s cloud...

Analysis: For the first time, Internet giant Amazon breaks out its AWS cloud services financials, and the numbers are impressive with a 17 percent operating margin and a run rate of $6.3 billion. Analyst Meaghan McGrath of Technology Business Research offers her insight. Hampton, N.H. – With a 17% operating margin in the quarter and a $6.3 billion run rate, AWS proves the viability of the cloud IaaS business model Amazon’s public release of AWS’ revenue and operating metrics gives the market long-awaited data around the public cloud IaaS business. The big takeaway is, as TBR predicted, that AWS...