Cloud is fundamentally more profitable than on-prem, says Oracle's Safra Catz as revenue misses mark for investors • The Register

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Title Cloud is fundamentally more profitable than on-prem, says Oracle's Safra Catz as revenue misses mark for investors • The Register
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Signin<divid="site_nav_mobile_hiding_stamp"></div>TopicsSecurityOff-PremAllOff-PremEdge+IoTChannelPaaS+IaaSSaaS<ahref="#masthead"class="subnav_elemclose_box"aria-label="Topnavigation">(X)</a>On-PremAllOn-PremServersStorageNetworksHPCPersonalTech<ahref="#masthead"class="subnav_elemclose_box"aria-label="Topnavigation">(X)</a>SoftwareAllSoftwareAI+MLApplicationsDatabasesDevOpsOSesVirtualization<ahref="#masthead"class="subnav_elemclose_box"aria-label="Topnavigation">(X)</a>OffbeatAllOffbeatDebatesColumnistsScienceGeek'sGuideBOFHLegalBootnotesSiteNewsAboutUs<ahref="#masthead"class="subnav_elemclose_box"aria-label="Topnavigation">(X)</a>VendorVoiceAllVendorVoiceAdobeAmazonWebServices(AWS)AmazonWebServices(AWS)MigrationGoogleCloudGoogleCloud'sApigeeGoogleWorkspaceNutanixRapid7RedhatSophosVeeamVirtru<ahref="#masthead"class="subnav_elemclose_box"aria-label="Topnavigation">(X)</a>ResourcesWhitepapersWebinarsNewslettersSituationPublishingTheNextPlatformDevclassBlocksandFilesGetourWeeklynewsletter<ahref="https://pubads.g.doubleclick.net/gampad/jump?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0"target="_blank"><imgsrc="https://pubads.g.doubleclick.net/gampad/ad?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0"alt=""></a>DatabasesCloudisfundamentallymoreprofitablethanon-prem,saysOracle'sSafraCatzasrevenuemissesmarkforinvestorsIncaseyouwerewonderingwhyvendorsaresoexcitedaboutitLindsayClarkTue 14 Sep 2021//13:45 UTC99CopyRevenuegrowthof4percentwasnotenoughforOracletoappeasemarketwatchersastheomnipresentsoftwarevendor'ssharesslumpedfollowingthereleaseofitslatestquarterlyfinancials.BigRedconfirmedrevenuewentup3.8percentyear-on-yearto$9.728bnforQ1ofitsfiscal2022ended31August,yetthiswaslowerthananalysts'forecastsof$9.77bn,causingthesharestotumble1.4percent.Cloudservicesandlicencesupportwasup6percentto$7.3721bn,cloudlicenceandon-premisessupportdeclined8percentto$813m,hardwarewasdown6percentto$763m,andservicesgrew8percentto$781m.<ahref="https://pubads.g.doubleclick.net/gampad/jump?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0"target="_blank"><imgsrc="https://pubads.g.doubleclick.net/gampad/ad?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0"alt=""></a>Onaconferencecall,CEOSafraCatzsaidapplicationsubscriptionrevenueswere$3bn,up7percent,whileFusionapps(thecloudERPsuite)wasup26percentonthesameperiodayearago.<ahref="https://pubads.g.doubleclick.net/gampad/jump?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0"target="_blank"><imgsrc="https://pubads.g.doubleclick.net/gampad/ad?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0"alt=""></a><ahref="https://pubads.g.doubleclick.net/gampad/jump?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0"target="_blank"><imgsrc="https://pubads.g.doubleclick.net/gampad/ad?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0"alt=""></a>OracleCloudinfrastructureconsumptionrevenue,includingrevenuefromAutonomousDatabase,wasup80percent,whiletheon-premmanagedCloud@Customerwasup44percent,shesaid.ButCatzconfirmedexactlywhyOracle–indeedmostvendors–aresokeenongettingtheircustomersintothecloudassoonaspossible.<ahref="https://pubads.g.doubleclick.net/gampad/jump?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0"target="_blank"><imgsrc="https://pubads.g.doubleclick.net/gampad/ad?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0"alt=""></a>"Cloudisfundamentallyamoreprofitablebusinesscomparedtoon-premise,"shesaid.Greatforinvestors;notsogoodforcustomersreceivingscarylettersfromOraclelicensingteams.Netprofitclimbed9percentforthequarterto$2.5bn.TennesseeagreestopayOracle$65mforNashvillerelocationplanRemembertheOracle-botherersatRiminiStreet?TheyareexpandingthirdpartysupportintoopensourcedatabaseworldOraclefiles$7mcopyrightclaimagainstNEC'sUSlimbover'unreportedroyalties'fromdatabasedistributionAnotherJEDIsagathatdoesn'tneedasequel:OraclepetitionsSupremeCourtoverMicrosoftPentagoncontractCatzsaidtotalrevenueforQ2wouldgrowbetween3and5percent,whilecloudservicesandlicencesupportrevenueforQ2wouldincreaseby5percent.CTOandfounderLarryEllisontooktheopportunityofaninvestors'calltoindulgehimselfintheusualtiresometrash-talking–withAmazon,SAPandSnowflakethemostprominenttargets.Butthewalnut-colouredseptuagenarianalsosuggestedthatOracle'sFusionERP–saidtoberewrittenforthecloud–wouldbeaplatformforlaunchingintonewmarkets,workingwith"strategicpartners"andbankstodevelop"anewgenerationofcloudB2Bfinancingandpaymentsystems."<ahref="https://pubads.g.doubleclick.net/gampad/jump?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0"target="_blank"><imgsrc="https://pubads.g.doubleclick.net/gampad/ad?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0"alt=""></a>"IfyouarethelargestERPsupplier,thereareopportunitiestogointonewbusinesseslikefinancingandpaymentswithbankingpartnersthatwouldhavebeenimpossiblewiththeoldon-premisesystems,andthoseareopportunitiesweareaggressivelypursuing.BankingandhealthcarewillbeOracle'stwolargestverticalsgoingforward,"Ellisonsaid.®<strong>Getour</strong><ahref="https://whitepapers.theregister.com/"style="text-transform:uppercase">TechResources</a>ShareCopy9CommentsSimilartopicsMOREOracleCorrectionsSendusnews<ahref="https://pubads.g.doubleclick.net/gampad/jump?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=6&amp;c=66YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D6%26raptor%3Dhawk%26pos%3Dbtm%26test%3D0"target="_blank"><imgsrc="https://pubads.g.doubleclick.net/gampad/ad?co=1&amp;iu=/6978/reg_software/databases&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=6&amp;c=66YUXUezZ06Z6Uy74gnRehvQAAAFE&amp;t=ct%3Dns%26unitnum%3D6%26raptor%3Dhawk%26pos%3Dbtm%26test%3D0"alt=""></a>OtherstoriesyoumightlikeApple,GoogleyankoppositionvotingstrategyappfromRussiansoftwarestoresOh,sorry,wethoughtyouwantedustoobeythelaw?!–SiliconValleyLauraDobbersteinSat 18 Sep 2021//00:57 UTC4Atactical-votingappbuiltbyalliesofVladimirPutin’sjailedpoliticalopponentAlexeiNavalnyisnowunavailableinRussianAppleandGoogleappstoresfollowingthreatsoffinesfromtheKremlin.Accordingtostate-ownednewsagencyTASS,RussianlawmakerAndreiKlimovtoldreportersonThursdaythattheRussianProsecutorGeneral’sOfficesentstatutorynoticestoGoogleandAppleorderingatakedownoftheNavalnyapponthegroundsitwascollectingpersonaldataofRussiancitizensandsoughttointerfereinthenation'selections.Refusaltodosowouldresultinpenalties.“Theappparticularlydeliberatelyandillegallyspreadselectioncampaignmaterialsintheinterestsofsomecandidatesvyingforpositionsinelectiveagenciesoragainsttheinterestsofsuch,"Klimovsaid.ContinuereadingGoogleextendsright-to-be-forgottentoapppermissionsonolderAndroiddevicesSoftwareunusedafterafewmonthswillloseaccesstosensitivefeaturesunlessexemptedThomasClaburninSanFranciscoFri 17 Sep 2021//22:58 UTC1InDecember,GoogleplanstohaveappruntimepermissionsexpireonolderversionsofAndroidforappsthathaven'tbeenopenedforseveralmonths,extendingtheavailabilityofaprivacyprotectionfeatureintroducedinAndroid11."InAndroid11,weintroducedthepermissionauto-resetfeature,"explainedGooglesoftwareengineersPeterVisontayandBessieJianginablogpostonFriday."Thisfeaturehelpsprotectuserprivacybyautomaticallyresettinganapp’sruntimepermissions–whicharepermissionsthatdisplayaprompttotheuserwhenrequested–iftheappisn’tusedforafewmonths."ThatbehavioristhedefaultinAndroid11andinAndroid12,expectedinafewweeks.ComeDecember,itwillbecomethedefaultinolderversionsofAndroidthatrelyonGooglePlayservices,specificallyAndroid6(APIlevel23)throughAndroid10(APIlevel29).ContinuereadingYes,ofcoursethere'snowmalwareforWindowsSubsystemforLinuxOncedismissedproof-of-conceptattackonMicrosoftOSthroughWSLdetectedinthewildThomasClaburninSanFranciscoFri 17 Sep 2021//22:06 UTC13LinuxbinarieshavebeenfoundtryingtotakeoverWindowssystemsinwhatappearstobethefirstpubliclyidentifiedmalwaretoutilizeMicrosoft'sWindowsSubsystemforLinux(WSL)toinstallunwelcomepayloads.OnThursday,BlackLotusLabs,thethreatresearchgroupatnetworkingbizLumenTechnologies,saidithadspottedseveralmaliciousPythonfilescompiledintheLinuxbinaryformatELF(ExecutableandLinkableFormat)forDebianLinux."ThesefilesactedasloadersrunningapayloadthatwaseitherembeddedwithinthesampleorretrievedfromaremoteserverandwastheninjectedintoarunningprocessusingWindowsAPIcalls,"BlackLotusLabssaidinablogpost.ContinuereadingMicrosoft:VMrequirementsforrunningWindows11arethesameasphysicalPCs–exceptwewon'tcheckthemSchrödinger'sOSRichardSpeedFri 17 Sep 2021//21:03 UTC9MicrosoftemittedafreshbuildofWindows11lastnightandpiledonthewoeforcustomershopingthatvirtualmachinesmightbetheirwayoutofthehardwarecompatibilityhole.DespiteMicrosoft'seffortstodistractusersbyshowingoffitsupdatestothePhotosapp(nowrollingouttousersintheWindowsInsiderDevChannel),thealarmingwarningthat"thisbuildincludesachangethatalignstheenforcementoftheWindows11systemrequirementsonVirtualMachines(VMs)tobethesameasitisforphysicalPCs"wasthemainnewsformanytesters.Microsoft'sownminimumhardwarerequirementsdocument(atthetimeofwriting)states[PDF]:"Windows11doesnotapplythehardware-compliancecheckforvirtualizedinstanceseitherduringsetuporupgrade."ContinuereadingMicrosoftdolesoutOfficeLongTermServicingChannelforcloudrefuseniksRedmonddoesn'tdothingsbyhalf–unlessit'sLongTermSupportRichardSpeedFri 17 Sep 2021//19:57 UTC5MicrosofthasgrudginglyadmittedthatnoteveryonewillwanttoascendtoitscloudwiththeLongTermServicingChannel(LTSC)versionofitsOfficecashcow.Earlierthisyear,theWindowsbehemothannouncedthatitwasaxingthelengthofsupport.Nolongerwouldcustomersenjoydecade-longdelight.Instead,supportwouldlastforjustfiveyears,inlinewithWindows.Thereleaseofthisperpetualversionisforcommercialandgovernmentcustomers.Theconsumerversion,Office2021,willturnupon5OctoberandlikelybedrownedoutbyusersrealisingtheirPCswon'trunMicrosoft'slatestversionofWindowsbecauseOEMswantthegravytraintokeeprollingofmorestringenthardwarerequirementsaimedatimprovingtheuserexperience.ContinuereadingSirCliveSinclair:PersonalcomputingpioneermissedoutonbeingBritain'sSteveJobsLifelongcostfocuswashisnamesakecompany'scorporatedownfallGarethCorfieldFri 17 Sep 2021//18:50 UTC28ObituarySirCliveSinclair,thevisionarypioneerofcomputingfortheBritishmassesandcreatorofthelegendaryZXSpectrum,hasdiedattheageof81.HislegacyistheBritishtechsceneasweknowittoday.BorninleafyRichmond,Surrey,attheheightoftheBattleofBritaininJuly1940,hecametoepitomisetheearlyeraofBritishcomputingthroughhiscompanySinclairResearchLtdanditsiconicSpectrumproductline.ContinuereadingPunchyBiden-lookalikegrandadgoesviralforfightingboxinggadget'Ifyoudon'tgetyourtimingrightyougetwhackedroundthebackofthehead'admitsscrappyoctogenarianMattDupuyFri 17 Sep 2021//17:53 UTC6An80-year-oldLancashiregrandfatherhasgoneviralonTikTokandInstagraminavideofeaturinghimsquaringoffwithasparringaidforboxers.Thevideo(seehere)ofBob"Bruiser"SmithofBamberBridgenearPrestonduckinganddivingaroundtheSparbarsparringdevicehasreceivedover90millionviewsacrossthetwosocialmediasites.Thepugilisticpensioner–whowasafighterinhisyouthbutbannedfromtheringbyhisfatherattheageof14outofconcernforhissafety–istreatinghisunexpectedglobalfamewithrefreshingindifference.ContinuereadingSomethingphishy:TechrecruitersjabbedbyfakeCOVID-19PassportscamTellsclientsitistacklingtheissueTimRichardsonFri 17 Sep 2021//16:42 UTC12AnITrecruitmentagencysaysa"phishingscam"isbehindafakeemailsenttoitscustomerswithdetailsonhowtoapplyfora"CoronavirusDigitalPassport."Theemail–senttoapplicantsandclientsofConceptResourcing,basedinDudley,England,on14SeptemberandseenbyTheReg–claimeduserscould"GetyourDigitalCoronavirusPassports(HPS)today"andshowedrecipientsabigjuicylinkwheretheycoulddoso.ThelinkwasnotagenuineNHSwebsiteandappearstohavebeendeletedshortlyafter.ContinuereadingHowlongtillsomedrunkardputsafootthroughoneofBT's'iconic,digitalsmartcitycommunicationhubs'?PhoneboxupgradedishesoutinternetandmoreinKensingtonandChelseaTimRichardsonFri 17 Sep 2021//15:32 UTC28BTwasjoinedbylocaldignitariesincludingtheMayorofKensingtontocutthesilksashonits21st-centuryphoneboxthatgivespeopleaccesstofreeGigabitWi-Fi,rapidmobilephonecharging,andfreecallsifneeded.TheBTStreetHub2.0unitisnowupandrunninginNottingHillGatewithothersduetobeunveiledintheLondonboroughofKensingtonandChelsea shortly.Thepodsarealsoplasteredwithadvertising,withBTtrumpetingthatit'sgivingsmallbusinessesthechancetosnapup£7.5moffreestreetadvertisingspaceaspartofitslaunchpromo.ContinuereadingSnowflakedoubtersvoicereservationsoverdatawarehouse'sattempttobreakintofinancialservicesOn-premsystemsholdadvantagesintermsofknowncosts,sayinsidersLindsayClarkFri 17 Sep 2021//14:38 UTC5Cloud-baseddatawarehousedarlingSnowflakehaslauncheditslatestventureintofinancialservices,whileTeradata,somethingofastalwartindatawarehousingforbanksandinsurers,isattemptingtobroadenitsappealwithmachinelearningimplementations.ThoughtheworldhasbeenfocusedonSnowflake'sstratosphericrise–itwentfrom$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