https://www.businesswire.com/news/home/20180515005564/en/Verizon-Selects-AWS-Preferred-Public-Cloud-Provider
This is a huge loss. They are going to see less revs from VZ as they move away from Oracle tech including the DB. What about AT&T? What about others?
On top of that, you have Azure and Google competing for the same business. There is no way Oracle can compete.