Wanted to share some insights on the data warehouse industry here from a co-founder of intermix.io. According to db-engines.com, Oracle has declined 9% since J

Wanted to share some insights on the data warehouse industry here from a co-founder of intermix.io. According to db-engines.com, Oracle has declined 9% since July 2016. Amazon Redshift and Google BigQuery have grown over 50% in the same period, while Snowflake and PrestoDB (although each are 10x smaller than Redshift and BigQuery) have grown over 60%. This is happening because enterprises are shifting to the cloud. When they go to the cloud they are shifting -away- from on-prem warehouses like Oracle, Teradata, and Vertica. Enterprises choose Amazon or Google depending on which cloud platform they adopt. Companies launched after 2010 were born in the cloud (and thus never used Oracle since Oracle does not have a cloud) and are more likely to choose Snowflake due to ease-of-use (even as Snowflake is more expensive than Redshift). What does this mean? Consider that we are still in the early phases of cloud adoption. 32% of enterprises are in the cloud, rising to 52% by 2022. At the same time, over half of enterprises said they will use more than one cloud (hybrid cloud) within the next 10 years. Amazon Redshift is the warehouse of choice for Enterprises on AWS. Snowflake is eating up the mid and SMB markets. prestoDB solves awesome problems for interactive and exploratory analysis for all. BigQuery is used by GCP customers. These trends indicate that Oracle will struggle to grow revenues and margins, as they are relegated to serve the (still large but shrinking) portion of the market that chooses on-prem, and pursue aggressive rent-seeking of an aging install base (the Java mess is an unrelated but telling example of this strategy). To reverse this trend, Oracle must find a way to serve cloud customers. That probably means acquisitions.