https://techcrunch.com/2018/06/20/oracle-could-be-feeling-cloud-transition-growing-pains/
See how they broke out the cloud revenue loudly and proudly in March, yet chose to combine their cloud revenue with license revenue in June.
“Generally speaking, when a company chooses to reduce the amount of financial detail it shares on its key strategic initiatives, that is not a good sign. I think one of the justifications put forward is that is becoming difficult to differentiate between cloud and non-cloud revenues. If that is indeed what Oracle is claiming, I have a hard time buying into that argument. Its competitors are all moving in the opposite direction,” he said.