What's going great for Oracle? Cloud. What's not great? Just about everything else

take a full financial year to get clear picture

Having seen how slow Oracle was into Cloud market, i would wait for a clearer picture.

A full financial cycle results would be very interesting

With many products launched and some only gaining traction recently, I would say clear picture is a bit away.

Can't see past the cloud

If Hurd really thinks the other 85% of Oracle's business is going to move to cloud, anyone's cloud, he's been drinking too much of his own kool-ade.

When cloud first appeared, Larry famously dismissed it as a fad. He wasn't wrong. There are certainly many places where that sort of shared infrastructure without capital expenditure can be useful, but Oracle's core business of big companies handling huge amounts of data isn't one of them. Those companies want to know where their data is, and want it to be under their control. For them, on-premises computing is still essential, even if it's dressed up as "private cloud" to give them a common management approach across their business. We can see that in the recent uptick in hardware purchasing across the market.

Unfortunately under Hurd'n'Catz Oracle has squandered the goodwill it bought from Sun, and seems to be doing its best to alienate customers who require good support & service, so it's blown any chance of keeping those customers on its own systems at the same time as it's blowing resources on the beginning-to-fade cloud bandwagon.

Oracle is actually good

Oracle with its licensing enforcement is rather infamous, next to MSFT and IBM. But, Oracle is actually developing really great and big open source software, it bought out of Sun Microsystems like MySQL and Java.

What does IBM do, working on some Apache foundation projects, what does MSFT do beside working on a free texteditor that they forked of Atom texteditor. Oracle work on open source has a lot more impact for sure.

Netsuite ..

Has the Netsuite team made a real NET + benefit this time ?

I guess its passion...

...to want to stay in the company you founded that became massive but is potentially on its way out. I guess that's why people like Larry stay. I'd just sell up and enjoy the money. But then I guess that's why I'll never have the money or success Larry's had.

Headline should read:

<<Oracle moves it's revenue apples around the barrel, in order to please the analysts and keep Big Dog Larry n his bitches' options still looking good.>>

When Larry passes, and can no longer sue everyone, the emerging biopic is going to be an awesome movie that will make 'the Wolf of Wall Street' look like'La La Land.' Or should that be, 'Cloudy with a Chance....'

The difference between fully autonomous and fully managed is TITANIC.

AWS, Microsoft, and Google already offer very competitively priced fully managed Oracle database cloud services.

A fully autonomous database is different because it can, in real time and without any human action, detect and respond to security threats. Take the most basic scenario. In case of a DoS attack, the database will detect a usage spike, distinguish between a legitimate spike caused by seasonality or a sales promotion AND a spike caused by an attack.

This capability is achieved in one of two ways: either a rule based engine, which needs to be constantly maintained and updated by humans just like a virus detection program. Or via machine learning models which require training on large sets of historical attack profile data.

If Oracle's autonomous database uses machine learning, WHO supplies the threat detection model training data? Oracle or the customer? Also, is the cost of continuous model training (to handle emerging threats) bundled in the price of the service or requires a renewable paid professional services contract?

Oracle keeps shooting themselves in the foot with BS marketing. The only people left working there are the dead beats who can't get a job at a real tech company. Oracle is DEAD.

The level of BS in Oracle marketing is without equal. In any cloud service, availability and security are the provider's responsibility and customers only care about the vendor meeting the SLA. Nobody cares HOW AWS or Google patch or secure anything. In the cloud, customers care about SLAs. What a bunch of camel dung.

The express elevator to hell!

ORCL stock is down 9.5% the following day.

The market seems unconvinced.

The Proof of the Pudding...

It seems to me that the financial results pretty much reflect Oracle's strategy which is to move as much as possible to the(ir) cloud. Yes they're behind the big players but only time will tell how much of their existing customer base they can move to, and keep in, their cloud. The days of big bad Larry and the opaque licensing/pricing models are over, Thomas Kurian and others are driving the business in a much more positive way and it'll be interesting to see where Oracle stands in a couple of years.