institutional share holders flee ORCL..
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https://www.investopedia.com/news/oracles-cloud-business-now-murky-picture/?partner=YahooSA&yptr=yahoo
2 replies (most recent on top)
I can hardly wait to see how management handles the next earnings call.
Excerpt:
"While we continue to believe the cloud transition is progressing and will be positive for results, we believe that this change frankly does not help investors or the story," Bernstein analyst Mark Moerdler said in a note. "Software is moving to the cloud, and without explicit, easy to understand, non-changing data, it is going to be difficult for investors to correctly appraise the more valuable recurring Cloud businesses."