Thread regarding Oracle Corp. layoffs

Earning is helped by layoff ($100m restructuring). Cloud business growth is helped by Netsuite acquisition. It's inorganic growth. I wonder what the real growth without Netsuite. Hardware sales is down by 14% again which means more cut is needed to bring the HW division to break even.

The lamest set of analyst questions ever! Corrupt Wall Street skit

Where is everybody? I thought there would be lots of people ready to comment on the Earnings report.

Please explain why SC wrote a fawning letter to the chairman of the FCC about net neutrality when it has nothing to do with oracle's business

Getting close to the wire, only 8 hrs to go. Which questions will the analysts ask, what will oracle's answers be?

Don't forget to ask your last minute questions here

Why are the two oracle CEOs not required to hold and why do they not hold significant amounts of oracle stock? Doesn't that give them the totally wrong incentives?

Ask if Oracle eats their own d o g sh--?

They aren't going to ask any of those questions, I am afraid.

Suggestion to LE/SC/MH: post the answers to all these question on oracle.com

Hey analysts, are you a bunch of lap dogs per @3nax, or are you able to ask tough, independent questions? We'll see on the 15th

Is oracle a faltering old tech company led by an over the hill trio that does' get cloud, big data, AI, machine learning etc., that new new cool kids line Google, AWS, SFDC, Palantir and other are running circles around? If not, who are oracle future leaders and where are the new cool offerings?

Analysts are cherry picked ahead of time. Those that ask the wrong questions get on the naughty list and are blacklisted.

Tune into the earnings call march 15 - can't wait to see how many of these questions are asked and to hear the answers

What is oracle's STRATEGY for doing well in the cloud? Not goal - $10bn, STRATEGY - in other words, what competitive advantage(s) has oracle developed that will allow it to be better than competitors? Or does oracle simply propose to have a lower price than say AWS, in which case what are the margins going to be - surely not 80%?

How many people were laid off in consulting in Europe/ replaced by Romanians ?

@MflTXhI-2hgd

regarding the consulting business, I don't know in the US, but in EMEA, many Consultants were layed off and replaced by people from romania.

Reason is always the same, replace skilled but expensive people with cheap and rookies.

That's oracle strategy by now.

Customers are not happy with that, but the exec people located in redwood shore don't care.

they seat on their golden treasure like Scrooge McDuck.

Can you give us some color on the layoffs in the GBUs - does this mean that oracle's stearegy is to be an undifferentiated provider of generic SaaS software? The whole point of the GBUs was to provide industry specific expertise, but with layoffs is that now going away?

What is Oracle's thinking and strategy when it comes to the consulting business, especially as it relates to cloud? Is the consulting business strategic? Is it profitable? Is oracle planning on keeping it or is it going to be shut down by end of FY? What would be the reason to keep it going?

Service is a very important component of SaaS, what is oracle doing to ensure excellent customer service? Where are the people providing support based and where will they be based going forward, US and Western Europe or low cost location like India and Rumania?

Last earnings call SC said that oracle will have an 80% margin on cloud. Questions:

1. At what level of cloud revenues?

2. What' included in the 20% cost, what falls below the line?

3. How does that 80% margin compare to cloud competitors such as SFDC, WorkDay, AWS, Google, and if different why?

Forget about OpenSPARC, the microprocessor industry are using x86 or ARM architecture. Qualcomm, AMD, Broadcom and a few Chinese companies all making ARM based processors. It's fast and cheap enough. They don't need to invest in OpenSPARC architecture.

Is Oracle shifting jobs from US to India?

Can we expect an increase in participation or investment to OpenSPARC or other community efforts? Seeing all of the activity and participation at OpenPower seems to be paying off for its members.

What is respectively the 6, 12, and 24 month employer turnover in the Class of program?

How many lawsuits weee filed against oracle by current and former employees during the last 12 months? How many of those are related to compensation of sales people/ commissions/ and related issues ?

Please explain this contradiction: Oracle's CEO (at the time) was/is the major investor in NetSuite and SFDC, respectively, yet oracle was very late to take cloud seriously, why is that ?

All major corporations announce layoffs upfront, incl timing and number of people affected; oracle does not. In fact it has been suggested that it tries to hide layoffs by breaking them up to abound triggering WARN notice requirements. Why is oracle so determined to hide the fact that it is laying off thousands of employees?

IBM Watson is a joke. Customers are abandoning it in mass. No success stories!

"What is the succession plan?"

Silicon valley will have another Indian CEO.

1. Why does oracle need to have two CEOs costing $100m per year when every other company does just fine with one, costing less than either of these two ?

1. In this day and age, with rapidly evolving technology and intense competition, why does oracle not have a full-time CTO, trying instead to make do with a distracted, geriatric, part-time CTO instead?

1. How does oracle propose to successfully compete with SFDC, especially now that SFDC has formed an alliance with IBM Watson to enhance the analytics capabilities of their offering?

1. Which HW products, if any, will oracle continue to sell in FY18 and how many people, in HW Dev and sales, respectively, will it continue to employ?

2. Given that oracles IaaS offering is currently inferior to AWS', how does oracle propose to catch up to AWS?

3. If oracle were to succeed in reaching $10bn in annual cloud revenues, how many employees does it estimate it will need to runthat business?

4. How many employees, in Dev and Sales, respectively, if any, will oracle continue to employ in on-prem apps in FY18?

5. How does oracle propose to support cloud customers around the world from India and Rumania?