Oracle didn't meet expectations when it revealed second fiscal quarter earnings on Tuesday afternoon. Thus, CEO Larry Ellison and company discussed a few other topics during the company's quarterly conference call to detract from the negative news.
For starters, Ellison proceeded to do one of the many things that he does best: talk trash about competitors.
The first company on Ellison's dartboard is IBM over an advertising kerfuffle between Oracle's Exadata and Exalogic systems and IBM's P series machines.
Ellison argued that Oracle's products deliver "much higher performance than IBM's fastest P series computers."
Amway bought two Exalogic systems, replacing IBM on P series machines. The e-business suite, the Oracle e-business suite ran 12 times faster on the Exalogic machines than on the IBM P series. Their custom (that's Amway's custom OLTP applications), which were solo java applications, ran 10 times faster than on IBM P series machines.
I know IBM's running a lot of ads saying they run faster; that their machines run faster than ours. But I'd love to see their customer references because we haven't seen one. We've seen a lot of ads -- no customer references. We have lots and lots of customer references. We're replacing P series and running much faster than IBM. I'd like to see one from IBM. Hyundai Kia Motor Company bought an Exalogic system. This is a first win at an account that's been a loyal IBM customer for more than 20 years.
Of course, Ellison didn't stop there and proceeded to take on SAP's Hana product:
We won four SAP customers, moved their data onto Exadata to run their SAP ERP systems, and we're seeing huge performance gains as they move off conventional servers. At least one of those deals was competitive against SAP's Hana product.
He continued during the Q&A portion of the call:
There were a series of benchmarks at a customer where they compared Hana, SAP's in-memory analytical database, and they compared the performance of that against just our Exadata database machine and Exadata was faster, which I think surprised a lot of people because Exadata is not what we line up against Hana...So we're fairly confident that Exadata can beat Hana.
Both Ellison and Oracle president Mark Hurd also used the call as an opportunity to advertise the pipeline and its famous customer base as selling points to investors.
The Food and Drug Administration, the University of Melbourne, and "very large American smartphone manufacturer" were all highlighted as Oracle customers.
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