Gartner: Oracle only major server vendor to see drop in revenue, but who cares?
Posted by: Mark Fontecchio
Oracle server hardware
According to the most recent Gartner worldwide server numbers, Oracle was the only major server vendor to see a year-over-year server revenue drop in the third calendar quarter. Take a look:
Table 1
Worldwide: Server Vendor Revenue Estimates, 3Q10 (U.S. Dollars)
|
Company |
3Q10 Revenue |
3Q10 Market Share (%) |
3Q09 Revenue |
3Q09 Market Share (%) |
3Q09-3Q10 Growth (%) |
| HP |
3,942,615,230 |
32.1 |
3,219,767,761 |
30.2 |
22.5 |
| IBM |
3,717,419,666 |
30.2 |
3,383,768,798 |
31.7 |
9.9 |
| Dell |
1,789,631,319 |
14.6 |
1,424,751,880 |
13.4 |
25.6 |
| Fujitsu |
582,244,543 |
4.7 |
553,406,410 |
5.2 |
5.2 |
| Oracle |
763,964,420 |
6.2 |
784,566,516 |
7.4 |
-2.6 |
| Other Vendors |
1,493,629,820 |
12.2 |
1,296,196,855 |
12.2 |
15.2 |
|
Total |
12,289,504,997 |
100.0 |
10,662,458,221 |
100.0 |
15.3 |
It’s important to realize that Oracle hasn’t even owned Sun Microsystems for a year yet, so perhaps it is unfair at the moment to harp on Oracle for revenue mostly related to Sun. At the same time, Oracle has been pushing its Exadata Version 2 platform for over a year now. Apparently that hasn’t yet translated into enough sales to actually improve the company’s server revenue.
I’m not sure Oracle cares about this, though. Oracle is concerned more with profit margins than with overall server revenue. I’m sure Oracle execs will let HP and Dell sell their billions of dollars worth of pizza-box x86 servers with tiny profit margins, while they rake in the dough with sales on Exadata and big box Unix servers, where profit margin is much larger.
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