Re: About Oracle's entire future, not just Oracle Cloud v AWS
"Amazon are dominant in this space, but not a monopoly. Azure is actually showing higher growth at the moment, and Google's cloud is also doing well."
It depends what part of the cloud market we are talking about - if it's the "aaS" market, AWS has a big lead in IaaS/PaaS and the infrastructure investment to remain at the top. Azure and Google will also be up there, but at some point we are going to see consolidation as the also rans pull out.
Add-in SaaS and some of the items included muddy the picture significantly (Oracle and IBM's inclusion of software licences that could be cloud hosted but probably aren't, MS including LinkedIn and significant standalone Office revenues)
Wait a few years and I suspect we will see significant consolidation as the likes of Salesforce and Oracle realize that they have to use one of the other players platforms to get the scalability and reach remain competitive.
As far as growth goes, AWS are still growing revenue faster than the rest of the market combined ($5.42B in 2017) - it's just that for revenue vs existing MS/Google are rapidly expanding and the relative %'s look good.