Is Oracle hiding something?
Several analyst firms wondered aloud whether Oracle might be trying to hide some sort of weakness in the cloud-computing story by making the results less transparent. The company is facing strong cloud-computing competition from the likes of Amazon.com (NASDAQ:AMZN) and Microsoft (NASDAQ:MSFT), and it wouldn't take much of a slip for Oracle to lose significant amounts of market share to these longtime rivals.
I suppose we'll know more in a couple of weeks, when Amazon and Microsoft report their own results for the corresponding period. Three months ago, both Microsoft and Amazon reported "accelerating" cloud-computing growth. Oracle isn't using that language here.
https://www.fool.com/investing/2018/06/20/heres-whats-wrong-with-oracle-corp-today.aspx