Oracle's 2010 - 2011 Outlook From Roulston Technology Chair

Bart Perkins, Roulston Research's Technology Chair shared his thoughts on Oracle's 2010 - 2011 outlook:


"I check with several of my consulting colleagues regarding Oracle ERP installations. None of my colleagues' clients (mostly F500) are planning big ERP installations over the next few years.


The government situation is different. I am on the Board of a DC based company that installs Federal Financial Systems. At the board meeting last Wed, we discussed the outlook for Oracle in the Federal government. To remain compliant with current regulations, agencies have to move to Oracle R12. Assuming the agency is paying Oracle maintenance, there are no additional licensing fees to Oracle. However, Oracle has made Hyperion, Projects, and Budgeting complaint with Federal accounting. A number of agencies will install these as part of the R12 migration resulting in some additional revenue for Oracle.




Bottom line - Even with the additional Federal revenue, I don't see a lot of growth in Oracle's ERP business."