5 posts and columns on Patrick Walravens

What Was That You Were Saying About Oracle's Worst Quarter in 15 Years?

in News on March 23, 2009 at 10:18 am PT

Well, JMP Securities analyst Patrick Walravens’s assessment of Oracle’s business these past few months was about as wrong as wrong can be, wasn’t it? In early March, Walravens predicted the company’s February quarter would be an abysmal one. Two weeks later, Oracle posts better-than-expected results for that quarter and announces a dividend–its first ever.

What Was That You Were Saying About Oracle’s Worst Quarter in 15 Years?

in News on March 23, 2009 at 10:18 am PT

Well, JMP Securities analyst Patrick Walravens’s assessment of Oracle’s business these past few months was about as wrong as wrong can be, wasn’t it? In early March, Walravens predicted the company’s February quarter would be an abysmal one. Two weeks later, Oracle posts better-than-expected results for that quarter and announces a dividend–its first ever.

Oracle Earnings Statement to Include Handy Sick Bag

in News on March 5, 2009 at 8:17 am PT

In its second quarter, Oracle managed to hit Wall Street’s earnings targets despite the souring economy. Will it manage to do so again in its third? That’s not clear. But, by some accounts, the company’s third quarter is shaping up to be an ugly one–-the company’s worst since the early ’90s.

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Ariba: JMP Sees Trouble in Services Business; Cuts Estimates

in News on December 11, 2008 at 3:17 pm PT

Ariba, which helps businesses manage spending via its software solutions, got a cautionary note today. The service business may not fare as well as analysts were assuming, given that product upgrades and extensions are met with more caution in the current economy. Also, Ariba has 170,00 square feet of office space it needs to sublet, with a shrinking pool of potential tenants–which could end up costing the company $150 million over the next five years.

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RightNow Threatened by Salesforce Acquisition, JMP Says

in News on August 20, 2008 at 11:36 am PT

Half-a-billion-dollar (market cap) Rightnow Technologies (RNOW), which sells software over the Web to automate customer support, could be threatened by this morning’s announcement from Salesforce.com (CRM) that it’s buying privately held Instranet for software to expand in the call center market, according to a report out today from JMP Securities analyst Patrick Walravens.