During a sales partner event last week I found and (and was given permission to blog) some more details about that 54% Delphi XE2 sales increase, mentioned in a press release last week. This serves as a response to some of the critics that commented on the previous blog post.
First, the 54% increase in on sales of XE2 from the product announcement (that is September 2011 to December 2011), compared to the same period of the last year. That is, the months after XE and XE2 were introduced. The numbers includes Delphi, C++Builder, and RAD Studio. It is not a 54% increase on the yearly sales, but that have been going up very nicely anyway.
Second, the number is the increase in total revenues, but I was told that the increase in number of licences sold is very similar. This means the ratio of prefessional/enterprise sales are likely comparable (but this last is a personal observation for which I got no confirmation).
Third, since some people questioned the size of the licence revenues, I was suggested to blog that the overall revenues of Embarcadero are in the order of magnitude of a hundred million USD, and about half of it comes from the RAD Studio family of products. So you can do your math and see what the Delphi sale increase is worth. Which is a significant business...