See this article: https://www.barrons.com/articles/oracle-tumbles-as-shift-to-cloud-software-fails-to-spur-substantial-growth-51615478653
Weiss is particularly irritated by Oracle’s relatively low level of granular disclosure. “The reasons for the disconnect between strong Cloud growth and the lack of overall revenue growth remain hidden from investors by a notable lack of disclosure from the company,” he writes. “It is clear to us that there are still significant parts of the business in decline and weighing on overall growth, but without visibility into the relative sizing and growth trajectories of the growth versus declining businesses, investors are unlikely to give Oracle much credit for the bullish tone on the conference call, nor the advanced investments in the Cloud business.”