The company is seeing deals for Oracle's Exadata database machine "jump substantially," he added. "I don't know if anyone would have predicted it would take hold as quickly as it has," Colon added.

Miro knows of roughly 20 multimillion dollar Exadata deals that have closed in the past 10 to 12 weeks, both for its own clients and others, Colon said. The firm has even added specialized staff to deal with Exadata-related sales.

Oracle is known for giving significant discounts on software licenses' list price. However, "they're a lot tighter on Exadata than on their other products," Colon said.

But Miro is not hearing a buzz about Oracle's second integrated system, the application server Exalogic, apart from the company's own marketing presentations, he added.

Oracle executives are expected to discuss the results further during a conference call later Thursday.