Oracle's third quarter fiscal year 2010 results will be released on Thursday, March 25th, after the close of the market. Oracle plans on hosting a conference call and live web broadcast at 2:00 p.m. Pacific Time to discuss the financial results. The live web broadcast will be available from the Oracle Investor Relations Web site.

Oracle's fiscal quarter ended Feb. 26. Because it only had one month of Sun's contribution, with the acquisition finally closing on Jan. 27, the company's revenue will only benefit by about $636 million, according to UBS analyst Brent Thill and reported by Andy Patrizio with internetnews.com.

UBS projects Oracle to post revenue of $6.39 billion before taking Sun's contribution into account, while a consensus of Wall Street analysts surveyed by Thomson Reuters puts Oracle revenue for the quarter at $6.36 billion.

Sun is expected to have no impact on earnings per share (EPS), writes Patrizio. However, Sun has the potential to yield up to $0.15 in EPS if things go very well, according to UBS.

Thill believes there is pent-up demand as customers "who held off purchase pending the acquisition move forward," he wrote. "Long-term demand is less certain as Sun's high-end servers were under pressure and future prospects will likely depend on Oracle's revised approach."

Future projections by UBS estimate Sun to begin to bring in revenue with $2.2 billion in May and August quarters, then $2.3 billion in November, $2.4 billion in February 2011 and $2.6 billion in May 2011. Gross margins would hover around 50 percent with the operating margins at 15 percent.

More Information

Oracle Investor Page

Oracle's Conference Call Webcast Link - visit to listen to the live Webcast or access on-demand after the event through April 1

Oracle Expects Profit from Sun Sooner Rather Than Later

Oracle's Financial Analyst Discussion (Transcript) [...read more...]

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