Showing posts with label bea. Show all posts
Showing posts with label bea. Show all posts
Friday, June 06, 2008
BEA Aqualogic broken up
The Register reports on how Oracle is going about the integration / breakup of BEA's Aqualogic SOA products (splitting them between ex-Stellent and Oracle Fusion product lines). Oracle's actions are described as "firm but fair".
Saturday, October 13, 2007
Is there WebLogic in Oracle's bid for BEA?
Finally, Larry has got out his wallet and made a bid for BEA( which of course they have rejected). This one has been waiting to happen for several years. Oracle's experience with app servers hasn't been entirely happy - but after a slow start they have managed to steamroller their way to a decent market share (often on the back of Oracle Apps); meanwhile most of the (often less well funded) pioneers have fallen by the wayside. Who remembers Persistence? Gemstone? Whatever happened to Sun's variously named products?
So who's left now? Oracle, IBM, BEA; MS IIS for the Netties, and a handful of low/no cost options led by JBoss (aka Red Hat).
Buying BEA presents an interesting marketing challenge in the J2EE app server area - though at least Oracle only has one app server at a time. Thing are much more exciting (ie confused) in the integration / add-ons market; Oracle Fusion is already in a state of upheaval, digesting bits and pieces from Siebel, Sunopsis, Hyperion and others. Throwing in BEA AquaLogic - which itself combines organic development and some BEA acquisitions, I seem to remember - will be "interesting" to say the least.
And don't forget other jewels at BEA. Tuxedo - a real piece of engineering - something Oracle could usefully combine with the best of its own server technology; and JRockit - a high performance JVM.
For those who hate acquisitions, remember: BEA bought in both JRockit (from a startup) and Tuxedo (originally developed at AT&T, bought in 1995)... and come to that, WebLogic itself (in 1998).
So who's left now? Oracle, IBM, BEA; MS IIS for the Netties, and a handful of low/no cost options led by JBoss (aka Red Hat).
Buying BEA presents an interesting marketing challenge in the J2EE app server area - though at least Oracle only has one app server at a time. Thing are much more exciting (ie confused) in the integration / add-ons market; Oracle Fusion is already in a state of upheaval, digesting bits and pieces from Siebel, Sunopsis, Hyperion and others. Throwing in BEA AquaLogic - which itself combines organic development and some BEA acquisitions, I seem to remember - will be "interesting" to say the least.
And don't forget other jewels at BEA. Tuxedo - a real piece of engineering - something Oracle could usefully combine with the best of its own server technology; and JRockit - a high performance JVM.
For those who hate acquisitions, remember: BEA bought in both JRockit (from a startup) and Tuxedo (originally developed at AT&T, bought in 1995)... and come to that, WebLogic itself (in 1998).
Tuesday, February 27, 2007
EAI results - a mixed bag
Back to looking at financials, a note on Motley Fool that touts Tibco as a "king of cash" reminded me to poke around some of the EAI vendors' financial results.
Tibco's Q4 (ending November 06) was pretty spectacular, with revenue up 20% to $160 million - license revenue growth being a very healthy 32% to $88 million. But earnings over the entire year were barely up; Tibco seems to have a pattern of a huge Q4 after flat Q1/2/3.
WebMethods earnings show license income down more than 10% in Q3 to $19.7 million (total revenues $53.1 million). Motley Fool's article New Product, Same Problem suggests that digesting recent acquisitions (eg Infravio) and restructuring the salesforce are affecting sales.
Vitria's results show a startling spike in license revenue up to $6.7 million up from $1.8 million in the same quarter to Dec 2005 - around half of that accounted for by two customers. Encouragingly, Vitria is in the black.
Finally, BEA takes a bit of a beating - shares down 10% even though revenues were up 15% on same quarter last year. Why? because forecasts are down for next quarter (the analysts wanted $385 million, but management expects only $350-364 million).
A Morningstar analyst rounds it all off in the same news item by suggesting that BEA will get tough competition in the SOA space from Oracle, IBM and Tibco.
Tibco's Q4 (ending November 06) was pretty spectacular, with revenue up 20% to $160 million - license revenue growth being a very healthy 32% to $88 million. But earnings over the entire year were barely up; Tibco seems to have a pattern of a huge Q4 after flat Q1/2/3.
WebMethods earnings show license income down more than 10% in Q3 to $19.7 million (total revenues $53.1 million). Motley Fool's article New Product, Same Problem suggests that digesting recent acquisitions (eg Infravio) and restructuring the salesforce are affecting sales.
Vitria's results show a startling spike in license revenue up to $6.7 million up from $1.8 million in the same quarter to Dec 2005 - around half of that accounted for by two customers. Encouragingly, Vitria is in the black.
Finally, BEA takes a bit of a beating - shares down 10% even though revenues were up 15% on same quarter last year. Why? because forecasts are down for next quarter (the analysts wanted $385 million, but management expects only $350-364 million).
A Morningstar analyst rounds it all off in the same news item by suggesting that BEA will get tough competition in the SOA space from Oracle, IBM and Tibco.
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