Oracle has a tough quarter with its top line business shrinking quickly as developers choose open source databases instead. – Source: Bloomberg
At a business level, there is definitely a trend by corporates to “avoid” Oracle as licensing fees have increased dramatically to reach a pain threshold that CIOs cannot ignore.
While the choice for “free software” often happens because getting budget is too hard, its also proving to be good enough for many companies.
But perhaps the most interesting aspect is that using free software increases the operational cost to some degree. Open source databases typically needs more human time for administration and architecture and leads to increases in OpEx for head count. This head count may not be visible because the people aren’t database administrators (DBA) they are “developers” and work with the programming functions. And the rise of DevOps means that database operations isn’t a full time job anymore because automation of open-source products is much easier thanks to the sharing of code on Github.
The EtherealMind View
The net result is that companies are trading Oracle CapEx for “head count OpEx” when using Open Source databases.
I see this trend growing in Infrastructure too. For some percentage of the market there is a new choice of replacing CapEx spending with free software is a way of switching to OpEx. This applies whitebox switches, distributed storage software, OpenStack virtualization, Linux operating systems, etc etc.