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Big hardware sales have yet to follow.
Hardware sales plunged 20 percent to $241.5 million in May.
Oracle posted about $1 billion in hardware sales as well.
Hardware sales totaled $1.1 billion in the quarter, or 20 percent of Oracle's overall revenue.
Oracle's executives emphatically dismissed the idea that hardware sales were suffering.
Its software business was flat for the quarter, while hardware sales fell 17 percent.
Hardware sales fell 5 percent to $1 billion, the second consecutive quarterly decline.
And less reliant on hardware sales -- less a "box pusher," as Ms. Huberty put it.
And as Apple has shown, software and content can make or break hardware sales.
His father is a hardware sales representative at Hackett & Company in Framingham, Mass.
Fortune gets about half its revenue from home and hardware sales.
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