https://seekingalpha.com/article/4158748-oracle-stop-talk-walk
Highlights:
As always, if you exclude the numbers, you get the sense that this is an amazing growth company listening to the conference call, while in reality, growth is flat at best in constant currency terms.
The problem, however, is that underlying growth is close to zero despite all the talk about growth and focus on the growing areas, while nothing has been said about the lagging legacy businesses either.
.... the transformation will in all likelihood take many more years, resulting in another round of disappointment for investors.