With all corporations this is the strategy and Oracle will not be left out. You'll see consolidations and all kinds of reductions. So far LE has been able to appease the gullible investors but not this round of earnings report. Based on that and if the NetSuite deal goes or doesn't big things are going down. The next few quarters will be telling to see if the strategy is holding on to customers and if cloud business is really or growing or they have been misguiding investors. Don't forget lawsuit underway by investors for misinformation on cloud business in 4Q2016. Y'all have been warned. They will shed people 20-30 per month to stay under the radar. Get to a smaller size they'll consolidate sights either to India or West coast if you're lucky.
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https://www.thelayoff.com/t/FUstZMP
Tactics at MS
Future of Oracle well written review of what is really the picture out there vs the smoke and mirrors hype at the oracle cloud conventions and earnings calls.
http://seekingalpha.com/article/4006820-oracle-company-hardest-working-spinmeisters-planet