Link: Micro Focus belches as it struggles to digest HPE Software • The Register

“Operational difficulties fed into the financial results for Micro Focus’s half-year ended 30 April 2018 with sales down 8 per cent year-on-year to $1.974bn. Nearly all of the revenue lines were down with the exception of subscription and SaaS.

Licence sales dropped 18.4 per cent to $396.4m, maintenance was down 3.5 per cent to $1.109bn, and consulting dropped 27.5 per cent $149.9m.”

Also, SUSE revenue: “The top line number included an $182.9m contribution in sales from SUSE, which Micro Focus is offloading to a private equity biz for $2.53bn, and was 17.2 per cent higher than a year earlier.”
Original source: Micro Focus belches as it struggles to digest HPE Software • The Register

Link: Galloping greenback rocks Red Hat

“30 per cent growth in emerging technologies came in part from 100 new customers signing up for the company’s OpenShift container platform…. The company’s services business grew nicely and president and CEO Jim Whitehurst proudly pointed out that Red Hat now has over 1,000 subscribers, up 70 per cent year on year.”

And:

“The company also admitted to some weakness in its middleware business, but Whitehurst said that should turn around as sales of OpenShift pick up because it needs middleware. However Shander said Oracle and IBM are discounting middleware by 98 per cent “or whatever it takes to hold onto that tail of the business”, making the field hard.’
Original source: Galloping greenback rocks Red Hat

Link: As it shifts cloud focus to platform services, Oracle tries to hold on to its database legacy

‘“the way Oracle plans on differentiating itself from Amazon is by offering a complete suite of platform services at a higher level than infrastructure services,” Ellison said. Open-source databases like MySQL and MongoDB have become very popular with developers in the cloud era, but there are still lots of companies running Oracle databases on their own hardware as well as companies that want to maintain application compatibility with Oracle but through Oracle’s cloud services.’
Original source: As it shifts cloud focus to platform services, Oracle tries to hold on to its database legacy

Link: The New HPE Sheriff Lays Down The Hybrid IT Law

“The larger problem, as we have pointed out before, is that it is very difficult to make a buck in the server, storage, and networking business with so many big buyers pushing down prices, enterprises shifting some compute from their own datacenters to public clouds (and therefore some of their budgets from capex to opex), and so many companies competing to sell wares to datacenters.”
Original source: The New HPE Sheriff Lays Down The Hybrid IT Law

Link: Dropbox S-1 Analysis – The King of Freemium

“Founded in 2007, Dropbox epitomizes the freemium go-to-market. Dropbox has grown from 0 to 500 million users over that time period. 2% of those users convert to paid and pay an average of $9.33 per month. 90% of revenue originates through self serve channels – an astounding figure for company that generated more than $1B in revenue last year.”
Original source: Dropbox S-1 Analysis – The King of Freemium