Let’s have some fun here. Guess how much oracle cloud sales (yes, cloud washing) will decline by in Q2. I will start us off, with a guess of 20% decline.
7 replies (most recent on top)
Some comments from: https://www.freelists.org/post/oracle-l/Another-licensing-Q
Having been on the wrong end of an Oracle Audit, and coming off pretty badly even considering that we followed all the instructions and details, what you "believe" and the "reality" of Oracle's Licencing are most likely to be well out of step with each other.
The best advice is not to ask here but to find out from your account manager and get it confirmed - if you can - by the licencing people at Oracle. In writing!
more:
Make sure you get whatever he or she says in writing.
response:
It's already in writing. It's called a contract and it is the only thing
that matters. White papers, MOS articles, blogs, conversations, and forums
are irrelevant. Your contract details what can be enforced by Oracle. Your
contract is (most likely) silent on partitioning. Therefore, if the
software cannot run on those cores, Oracle has no legal ground to charge
you for them.
I think I already mentioned this once or twice but it bears repeating; Do
not engage Oracle LMS directly. There is an inherent conflict of interest.
Use a reputable partner.
additionally:
Thank you all for your input and giving me a pretty good idea on the
support. To make this official, we have reached out to the Oracle Account
Rep - usually, it takes few weeks to hear back on such questions.
I'm going to go with 50%.
But, whether or not anyone will actually see the correct numbers is anyone's guess.
If they lay off people working on cloud products, I think that's a good indication of where cloud is. So, we'll wait and see if that happens.
I am betting: YES
https://www.freelists.org/post/oracle-l/Another-licensing-Q
Since executive pay is tied to Cloud growth and stock price, the numbers are going to beat estimates. It's that simple.
So "Cloud" will be defined in whatever way necessary. That will include on-premise hardware, Cloud credits financially engineered into deals and any Cloud credits that are put into "deals" that Oracle forced customers into through audits (audits were kicked off back in the summer for many customers). The Netsuite team grew significantly while there were layoffs elsewhere, so that impact is likely to start showing up as well. Oracle will figure out a way to spin the story.
We should probably put both cloud and sales in quotation marks as we consider this question. So....
How much will Oracle "cloud" "sales" decline in Q2?
Audits are up.
https://www.freelists.org/post/oracle-l/Another-License-Review
Will cloud sales follow?
Will go up
The stock will go up too
Engineered