Monthly Archives: August 2015

No, You Really Can’t – Oracle CSO Sticks Two Fingers Up At InfoSec Experts

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Oracle’s Chief Security Officer, Mary Ann Davidson, made a bit of a FUBAR blog post yesterday which clearly enraged the Infosec community because it’s been hastily deleted. However thanks to Google and others there are plenty captures of the retracted text, one which you can find here – Oracle Blog Webcache

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Here’s The Reason Behind Salesforce’s Declining Gross Margin

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Global cloud computing behemoth Salesforce.com has been plagued by declining gross margins in the last few years. The gross margin of its cloud software business has contracted every year since 2011, falling from 87% in 2011 to 84% in 2014. Notably, its adjusted EBITDA margin (adjusted for stock-based compensation and amortization of intangible assets) has improved from 15.5% to 16% over the same period. We believe that the decline in Salesforce’s gross margin is due to its heavy investments in new data centers, which is leading to increasingly higher depreciation allocated to its cost of goods sold. This view is underpinned by the fact that Salesforce’s depreciation as a percentage of revenue has steadily increased from 3% in calendar 2008 to 8% in calendar 2014.

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Amazon’s Profits: Why It’s Finally ‘Jam Today’ As Transport Plans Coming Up Trumps

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Following Amazon.com’s surprise quarterly profit announcement and better-than-expected sales figures reported last month, international e-commerce delivery specialists ParcelHero contends that the US Internet-based retail giant’s continued massive investment in its revolutionary logistics plans are beginning “to pay off” and its logistics investment shows no sign of stopping according to the UK courier firm.

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