3 ms·
Are you really looking at their acquisitions? They own an SD-WAN company, NetSuite, a massive construction software business (Textura, Aconex, etc), a pretty m
by basch 8y ago
Are you really looking at their acquisitions? They own an SD-WAN company, NetSuite, a massive construction software business (Textura, Aconex, etc), a pretty massive marketing cloud to compete with Adobe and Salesforce.
I think people who are calling Oracle just a database company are really underselling how much value they sell above the database abstraction, they are much closer to Microsoft and AWS (and SAP, Adobe, Autodesk) than people think. They own and sell a ton of cloud "services" that arent "database" but instead specific tasks.
Their "divisions" are Servers, Storage, and Networking; Middleware; Industry Solutions including Communications and Media, Construction and Engineering, Health Sciences, Hospitality and Retail, Utilities; and Applications. They tend to focus on more specific purpose software, compared to Microsoft and Adobe more general purpose software for all industries.
- guitarbill 8y agoIt doesn't matter how many things they do if they do them all badly, and can't figure out a coherent strategy. See also IBM.
- basch 8y agoThey dont necessarily need an overall strategy between some of these units. What is the chance a Talari and Aconex integration is useful? They act more like a holding company or vc, who owns a bunch of individual businesses. Nobody criticizes Berkshire Hathaway for not integrating its different businesses together.