"In 2016, Amazon (AMZN), Microsoft (MSFT), and Google (GOOG) collectively spent $31.5 billion, the majority of which went on to build data centers. In comparison, Oracle spent a meager $1.7 billion on increasing its cloud data center capacity last year."
Oracle is doing everything wrong. It is not lead by visionary technologists, it is lead by a CFO and a number's guy and Larry, who still really doesn't get the cloud. Its speaks to the cloud with no infrastructure and thinks it will make money in India.
http://marketrealist.com/2017/06/do-oracles-data-centers-give-it-an-edge-over-its-peers/
The same customer'sOracle has turned its back on in the US for on Premises sales are the same ones they expect to sell to for the cloud. Oracle has not put the customer first
"These offerings from dominant cloud players like Amazon and Microsoft have increased the competition in the database space. They’ve also made customers aware of, and keen on, the migration concept. Increased cloud adoption has also added fuel to Oracle as cloud computing allows companies to pay only for their usage in real time."
Customer's are keen to get off of the Oracle database or limit its use to a "by the hour" cost model. Postgres, Greenplum, Redshift, Aurora, Netezza, SAP HANA and a host of new arrivals (MemSQL) and NoSQL databases are continuing to encroach on Oracle's market share.
But the main problem is not Oracle's technology or the problems it faces from competition. Its the erosion of the core principles that made Oracle great. Like business value selling and putting the customer first (or at least trying to look like you are). "If you don't buy cloud, we don't want to talk to you." Is the current message conveyed by field sales.
Contrast this with AWS 14 core principles.
https://www.amazon.jobs/principles
Oracle's leadership is literally doing everything wrong. Its like they read through AWS list and made sure to do the exact opposite. I'll just list the first two:
Customer Obsession
Leaders start with the customer and work backwards. They work vigorously to earn and keep customer trust. Although leaders pay attention to competitors, they obsess over customers.
Ownership
Leaders are owners. They think long term and don’t sacrifice long-term value for short-term results. They act on behalf of the entire company, beyond just their own team. They never say “that’s not my job".
Oracle focuses on the current QTR and the cloud. It does not have a long term vision (its not investing in cloud like the competitors) It is not servicing is customers. Its cutting quality in Sales and Support... the two critical and key touch points with all its customers.
It does not take a rocket scientists to calculate Oracle's long term trajectory. Its headed straight for the garbage.
"Marc Andreessen famously wrote an article for the Wall Street Journal titled “Software is Eating the World”. This phrase helped shape a generation that thinks differently about IT. It encapsulates an important concept: there will not be a market in the world that will not be disrupted in some way by software.
Over the past decade, there has been a shifting state of established market leaders from market dominance to—in some cases—extinction. Companies are now constantly challenged to compete at the pace of change of a startup, coupled with competing against the clout of “Internet scale.” Regardless of who said it first, if you are not embracing technology to deliver value to your customers, then you are losing out to someone who is."
So long.. Oracle it was nice knowing you... or rather it was interesting knowing you, sad to see you lose your mind, and self destruct.