Q3 Update

Please read the scintillating Safe Harbor Statement at the bottom of this page.... Another week of news behind us, I thought I'd put some of our announcements in context. Most importantly, our earnings announcement in the last week of April. Was I happy with our overall performance? Yes and no. Yes, in that we grew and generated a GAAP profit. No, in that some, but clearly not all the metrics were where we wanted them. Let's start with the developer side of the world. We had good growth across our core developer properties - active users of NetBeans, Glassfish and Solaris all continued solid expansion (which is a nice prelude to our big event next week). As I've continued to state (and will do so forever), developers fuel the opportunities we monetize with products and services - but developers don't spend money, they spend time and attention. If we win more of that than our competitors, we, and our community partners, win more of the future opportunity. Mindshare drives marketshare. Now, from a financial perspective, revenue was below our internal plans, but gross margins were very good, above our plan – contrary to prior quarters, we saw strength in our software, services, high end systems and archive/tape businesses (all of which drive good gross margins). But we also saw weakness in our midrange server and disk businesses. So margin dollars came in where we wanted, but the unit counts (the numbers of items we ship -...

Date: May, 04 2007
Url: http://blogs.sun.com/jonathan/entry/update

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