The irony of oracle hard turn to cloud and abondonment of on-perm apps like Siebel, JDE, etc is that IT swings back and forth between centralized and decentralized and with the limitations of cloud becoming more obvious by the day, oracle could have been the company to offer both cloud and on-perm alternatives. Unfortunately, LE is too dumb to have seen that and too short term focused.
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Our Fusion Applications SaaS is a dumpster fire. It just doesn't work. Customers hate it. If this is what our leaders think "investing in the cloud" looks like, we're all totally boned.
Oracle is ten years late to cloud. They will never compete with AWS across the board. Their only play is Oracle apps as SaaS. They are not committed. They are understaffed and don't offer a competitive pay package.
: @Q69jlcj-hny I totally agree w you. The enterprise accounts are drying up. The net suite brand is “fresh” to the mid market and Asia PAC don’t know the oracle brand as well as Europe and America’s.
My personal take is that Oracle is investing the minimum needed to extract the maximum profit from database and large SaaS apps while refocusing on areas where they think they can drive growth -- businesses who don't have the history/experience to despise Oracle (e.g. smaller companies and international markets). Practically, that means growing the Netsuite market and pushing hard in places like India.
They blew it by stopping investments in on-peen apps like Siebel, JDE, etc. and they are not investing enough in cloud to be competitive. Oracle doesn’t have a strategy to win and most likely not even to survive
The question is whether Cloud is part of the regular pendulum motions within industry or if it is one of those more rare permanent shifts in how business is done. LE believed that it was just a fad and a part of a pendulum motion for a very long time -- until on-premise revenue started to decline significantly and the number of Oracle databases being run on AWS was growing quickly.
Even so, Oracle's strategy is still heavily on-prem focused with a strong effort to sell "Cloud" Exa machines (e.g. AT&T and Bank of America) while its Cloud investments are being hedged (they aren't anywhere close to the major Cloud players and often end up only being made once a paying customer shows up). How is that working out for Oracle?
The Cloud isn't just a pendulum swing as entire businesses, especially industry changing ones like Netflix, Spotify, Niantic, etc., are based wholly in the Cloud. While some on-premise will remain for a while and there may even be some holdouts who never move, it is likely that this is a major industry shift that will establish a new "normal" going forward. What LE and MH seem to be doing is accepting this reality, understanding that on-premise will be "legacy" but that some customers will be stuck there for years and so Oracle is lining itself up to maximize its profit for that market segment by moving to a bare bones support/sales model.