https://www.techrepublic.com/article/gartner-reveals-one-big-reason-oracles-cloud-hasnt-caught-on/
A few interesting excerpts:
"Yet, despite Oracle's longstanding database dominance, OCI "has limited enterprise customer traction," Gartner noted. The sales tactics aren't working, Oracle. Even as AWS accelerated growth to 49% on a massive installed base, Oracle told analysts it will be fortunate to grow 23% in Q4 2018, despite a Lilliputian base."
"Each of the big three has solid differentiation. Oracle's differentiation is that it's Oracle. It turns out that this isn't the kind of positive differentiation it can build a cloud business on."
"Starting in 2014, Oracle kicked up its CapEx for cloud, with cumulative spending of $3.5 billion. While that sounds like a lot, the big three cloud vendors each spends about that much every quarter, as Charles Fitzgerald highlighted. Oracle has tried to convince the world that it spends less because its data centers are so much more efficient and powerful than those of the big three, but this is simply not the case."
"Oracle, quite simply, hasn't built a cloud product that the general market wants, and it hasn't built a culture that makes its dedicated database customers want to invest deeper with Oracle. It's a lose-lose proposition."