Organizationally, nothing has really changed inside of Oracle. Some people have been let go. Some have been shuffled. Some groups (e.g. Oracle Digital or India) are growing. But it is, largely, the same organization that it has been for quite some time -- a pre-Cloud, on-premise focused organization.
The biggest change within Oracle recently was to create a technical role that is tasked with learning all of Oracle's core offerings and with "leading" the effort to create larger, Cloud-based solutions. While that is a good step, there hasn't been a larger organizational shift to enable this role with any real influence/power or to incentivize groups to work together. At an even more fundamental level, this role is constrained by not having easy access to the tools necessary to learn/do the job and, even if that wasn't an issue, the majority of Oracle's Cloud solutions are lagging behind the competition. It is probably the most difficult role in Oracle today -- trying to herd disparate sales teams towards a bigger vision, trying to figure out what products are even close to being viable and influencing customers to take a risk on Oracle instead of using the competition. And doing all of that while seeing peers lose their jobs, having benefits taken away and having total compensation shrink.
Conway's law indicates that organizations which design systems are constrained to produce designs which are copies of the communication structures of these organizations. Oracle's organization is a reflection of the old, centralized, vertical scaling, on-premises products that have, largely, come into the organization through acquisition over the years. Add in how compensation/incentives drive behavior and it is no wonder that Oracle is struggling. The compensation (and the internal culture) continues to incentivize each person to look out for themselves, compete against other internal teams and to do whatever it takes to get the customer to spend some money. It doesn't matter whether the end solution will solve the customer's issues or if a bigger win for Oracle could have been reached with some internal collaboration. All the customer ends up hearing is "Hi! I'm your single point of contact for Oracle!" (a lie) from the...
-
Cloud Platform sales rep
-
Telesales Cloud sales rep
-
Telesales On-premise sales rep
-
Security sales rep
-
Analytics sales rep
-
Integration sales rep
-
Hardware sales rep
-
ERP sales rep
-
HCM sales rep
etc.
At this point, future layoffs are a given because Oracle's margins are being squeezed and leadership seems solely focused on cost cutting as the only answer. However, even if Oracle shifts its workforce to all college graduates and/or teams in India to lower the overall cost structure, that only buys time as the fundamental organizational issues remain. Oracle is still thinking and acting like the siloed product company it has been for decades.