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> the only growth market for Oracle right now is their hosted database service This is not true. Oracle is far more than a database company nowadays in the sam
by jahewson 10y ago
> the only growth market for Oracle right now is their hosted database service
This is not true. Oracle is far more than a database company nowadays in the same way that Microsoft is more than Windows. Oracle has been acquiring high-growth startups at a significant rate.
- ChuckMcM 10y agoI was going by this document: http://s1.q4cdn.com/289076952/files/doc_financials/quarterly/2017/Q2/Q217_Form8K_Exhibit99-1_Earnings_Release_Tables_12142016.pdf http://s1.q4cdn.com/289076952/files/doc_financials/quarterly... Which has their 'cloud services' doubling their contribution to revenue year over year and licenses losing 50% of their contribution to revenue year over year. There 'cloud' collateral is pretty opaque though.
- jahewson 10y agoYes, the "cloud" includes all of their non-database offerings too which have been the focus of recent growth/acquisitions.
- sbarre 10y agoA lot of Oracle's "cloud" products are just their traditional single-tenant/on-prem software that they offer to run for you in their own environments. You're still buying the same stuff, but you're outsourcing your dev ops to them on top of it (which may not be a bad thing).