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ICOS – ORACLE PARTNER KICK OFF Ferrara 18 Gennaio 2011Paolo Aimaretti – Alliances & Channels Director Marco Coppini – Integration & Alliances Manager

Oracle CorporationAlcuni numeri

• 26,8 miliardi di $ di fatturato nel FY10• N.1 in 50 aree tra prodotti e mercati verticali• 370.000 clienti in 145 paesi• 65.000 clienti Oracle Applications• 20.000 partner • 104,500 dipendenti• 10 milioni di sviluppatori Java

Investimenti e Innovazione• 29.000 sviluppatori e ingegneri• 15.500 specialisti del supporto clienti (27 lingue parlate) • 20.000 consulenti di progetto• 1,5 milioni di studenti supportati annualmente da Oracle Education

Foundation• +4 miliardi di dollari investiti in R&D

Over $4B

L’investimento in InnovazioneOracle R&D Spending

30+ Years of Continuous Innovation

1970’s

1980’s

1990’s

2000…

ExadataSOA Suite

Audit VaultApps Integration Arch

Business Process Mgmt Self Managing Database

Grid ComputingOracle Data Guard

Real Application ClustersFirst Comprehensive CRM Suite

Flashback QueryFirst Internet Applications

Built-in Java VMPartitioning Support

Full Applications Implementation MethodologyIndustry-Specific Business Applications

Object Relational SupportMultimedia Support

Data Warehousing OptimizationsFirst Unix-Based Applications

Parallel OperationsDistributed SQL & Transaction Support

Cluster & MPP SupportMulti-version Read Consistency

Client/Server SupportPlatform Portability

Commercial SQL Implementation

Enterprise Content Management

Performance Management

Identity & Access Management

Middleware Platform and Management

Business Intelligence

Data Integration

Operating Systems Systems Management Virtual Machines

*

*Subject to closing conditions

Hardware and Software. Engineered to work together

Oracle’s M&A Integration Process Drives Performance Improvements

Figures based on Non-GAAP results. GAAP to Non-GAAP reconciliations are available at www.oracle.com/investor.Figures for acquired companies are non-GAAP results for 12 month period preceding acquisition.

Non-GAAP Operating Margin

Actual Margin

Oracle + Sun

Database – Business Intelligence – Application Servers – Identity Management – SOA &

BPM – Governance – Enterprise Portal – Collaboration – Java – Development ToolsData Warehousing

In-Memory Database

Embedded Database

Operating Systems

Project Management

ERP– CRM – SCM

Retail – Banking

Data Grid

Content Management

Server Virtualization

Enterprise Performance Management

Financial Services

Healthcare – Insurance

Public Sector – Utilities

We’re Improving the Way You Buy, Run and Manage Business Systems

Exadata / Exalogic

Oracle + SunComplete, Open, Integrated Systems

Customer Benefits:• Open and standards-based• Innovation delivered faster• Better performance, reliability, security• Shorter deployment times• Easier to manage and upgrade• Lower cost of ownership• Reduced change management risk• One-stop support• Reduced down time

The Oracle Partner Ecosystem in EMEA

Over $1.3B license revenue with Partners

• Over 10,000 partners in Oracle community

• 40% + of Revenue through partners

ISVProgram Specialization

SelfSufficiency

Partner Strategy in EMEA

A&C Italy – FY11Obiettivi

• Partner Specialization• Incremento numero specializzazioni in linea con precedenti

certificazioni• Target: Partners gestiti e principali ISV

Partner Self Sufficiency• Incrementare il business di tipo “run rate”• Confermare la leadership nei programmi 1-click e remarketers

attraverso I Distributori

ISV Program• Nuovo programma di reclutamento• Nuovo approccio commerciale

OPN Specialized: Diamond Level

Specialization Update200+ Specialized Partners

Specialization Update: 50+ Specializations

Antonio GargiuloISV Manager

A&C Italy FY11 Organization

Paolo AimarettiA&C Director

Rocco FanelloISV Manager

Andrea BertoncelliISV Manager

Andrea CisselloISV Manager

Maurizio PozziVAD Manager

Stefano Camisa

ISV

Francesco TestaChannel Manager

Alessandro TavernariChannel Manager

Simone CelataChannel Manager

Gianluca De Cristofaro

VAR

Andrea DonnoliChannel Manager

Andrea Dell’ArmiChannel Manager

Marco CiavarellaAlliance Manager

Carlo LunardiAlliance Manager

Fabio Bassi Alliance Manager

Paolo CarocciAlliance Manager

Pierluigi MonacoAlliance Manager

Alighiero ArioliAlliance Manager

Partner Development – OMM

Luigi CochettiMassimo Mei

Antonio SanguinettiValentina FalcioniLuca MagherninoMonica Brambilla

Oracle Direct

Sonia GreppiM. Caffari

Maria VerzottiGuglielmo Iorio

VAD

VAR

Focus & Preferred Partners- 40 Partners

Managed Partners by A&C field- 60 VAR- 80 ISV

VAD coverage- 750 Partners

T1

T3

T2

Sales Coverage

v

• Engineered to work together• Tested together

• Certif ied together• Packaged together• Deployed together• Upgraded together• Managed together• Supported together

Marco CoppiniFerrara, 18 Gennaio 2011

H1 FY11 ResultsH1 Actuals H1 vs H1FY10

Total Revenue $16.084M +49%Licenses $3.284M +24%Lic Tech $2.356M +27%Lic Apps $928M +17%Systems $2.190M NA

SW Support $7.096M +13%HW Support $1.261M NA

Services $2.253M +22%%Operating Margin Q1 39%

Q2 44%Q1 46%Q2 49%

Employees 105.236 +24%Profit Q1 $2.900M

Q2 $3.800M27%33%

FY11 H1 Revenue Analysis

All Revenue Per Region

Licenses+Systems per Product Line

Systems15%

Tech57%

Apps28%

Support per Product Line

APAC16%

AMER52%

EMEA32%

Oracle Revenue FY05-FY11

05

10152025303540 Revenues

35**

23,5 25,5*

9,4*12,1

(*) Average Analyst Estimates Before the acquisition (**) Estimates Today

46%

23,9*97%

Oracle71%

Sun29%

Oracle’s financial Data: Revenues for last 5 yearsYear Ended May 31

U.S. dollars in millions, except per-share amount

2010 2009 2008 2007 2006 2005

Total revenues $26,820 $23,252 $22,430 $17,996 $14,380 $11,799

Operating income 9,062 8,321 7,844 5,974 4,736 4,022

Net income 6,135 5,593 5,521 4,274 3,381 2,886

Earnings per share—basic 1.22 1.10 1.08 0.83 0.65 0.56

Earnings per share—diluted 1.21 1.09 1.06 0.81 0.64 0.55

Net Working Capital 12,313 9,432 8,074 3,496 5,044 385

Total assets 61,578 47,416 47,268 34,572 29,029 20,687

Total non-current liabilities 15,688 13,177 14,214 8,266 7,087 1,787

Stockholders’ equity 30,798 25,090 23,025 16,919 15,012 10,837

Total Research & Development expenditure

3,254 2,767 2,741 2,195 1,872 1,491

Percentage of total revenues invested in R&D

12% 12% 12% 12% 13% 13%

Oracle’s financial Data: Revenues for last 5 years (per Quarter)

Total Revenue by Quarter(U.S. dollars in millions)

2011 2010 2009 2008 2007 2006 2005

Q1 (Aug 31) $ 7,502 $5,054 $5,331 $4,529 $3,591 $2,768 $2,215

Q2 (Nov 30) $5,858 $5,607 5,313 4,163 3,292 2,756

Q3 (Feb 28) $ 6,404 $5,453 5,349 4,414 3,470 2,950

Q4 (May 31) $ 9,505 $6,861 7,239 5,828 4,851 3,878

Total Revenue $26,820 $23,252 $22,430 $17,996 $14,381 $11,799

$ 8,582

10 Top Tech Stocks ($B)

ORCL in MAX of 10 year (Spring 2001)

Oracle vs Competitors: 5 years

Oracle s Strategic Acquisitions

Key Messages – SW and HW Businesses

“Strong revenue performance plus disciplined business management enabled a 33%increase in non-GAAP earnings per share to $0.51,” said Oracle President, Safra Catz. “Our new license growth of 21% demonstrates the strength of the company-specific momentum we are seeing. And our Sun business continues to improve with hardware gross margins increasing to 53%.” by Safra Catz @ Press Release

Key Messages – Exadata

“Since joining Oracle I’ve met with and visited many customers that have expressed ahigh level of enthusiasm around our strategy of engineering hardware and software that workstogether,” said Oracle President, Mark Hurd. “That enthusiasm translates into an Exadatapipeline that has now grown to nearly $2 billion.That number is a good leading indicator thatcustomers are planning to increase their investment in Oracle technology.” by Mark Hurd @ Press Release

Key Messages – Performance

“Sun’s new SPARC Supercluster computer shattered the world record for databasetransaction processing performance by running 3 times faster than IBM’s fastest computer, and astunning 7.5 times faster than HP's best ever database performance,” said Oracle CEO, LarryEllison. “Our new generation of Exadata, Exalogic and SPARC Supercluster computers delivermuch better performance and much lower cost than the fastest machines from IBM and HP.”, Larry Ellison @ Press Release.

Key Messages – high end focus

⌧“Our goal is to become number one in the high-end server business for both Online Transaction Processing and Data Warehousing, both of those segments. We are not interested in the low margins commodity segment of the server base; we are focused on high-end OLTP, high end data warehousing, where the margins are good and we can have a highly differentiated product.” ,by Larry Ellison @ Analysts Conf Call

Key Messages – Competition⌧“Right now our Sun servers, our number's really behind

IBM and HP and our high-end server business. We think IBM's hardware and software technology is quite competitive, while HP's big servers are slow, expensive and have little or no software value add. That makes HP extremely vulnerable to market share losses in the coming year.”“We expect overall that our new generation of Sun machines, Exadata, Exalogic, and SPARC Superclusters will enable us to win significant share in the high-end server market and put it into the number two position behind IBM very, very soon. Then we'll fight it out with IBM for the number one spot.”

by Larry Ellison @ Conf Call

Key commentary from media⌧Timothy Prickett Morgan, The Register – “If you

were thinking that that acquisition of Sun Microsystems was going to drag Oracle down financially, you were wrong. That means you, Hewlett-Packard. And especially you, IBM.”

⌧Richard Waters, FT.com – “The figures capped a year in which Oracle has registered a faster rebound from the recession than most other tech companies that sell to large companies and governments, cementing its push into new markets.”

Key commentary from media

⌧Staff, Associated Press – “Oracle, one of the world's biggest software makers, demonstrated in its latest numbers that it is shielded somewhat from sudden market swings because nearly half of its revenue comes from support contracts that provide consistent revenue throughout the year.”

5 Regole della Strategia vincente

• Offrire una proposta di valore unico

• Sviluppare una catena di generazione del valore articolata

• Definire i “Trade-off”

• Dare continuità temporale con orizzonti di medio periodo

• Attivare processi di “Mutually reinforcing activities”

Oracle + Sun Complete, Open, Integrated Systems

• Engineered to work together

• Tested together

• Certified together

• Packaged together

• Deployed together

• Upgraded together

• Managed together

• Supported together

Market Opportunity = Partner Opportunity

FY11 – HW PSO organization