Thread regarding Oracle Corp. layoffs

Gartner Lowers the Boom

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."

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Post ID: @OP+Tpa8tmt

11 replies (most recent on top)

Very likely NOT. Nothing changes at Oracle. Incompetent management is still in place and no one in the management in engineering will go. That's where the real problems are. You can't sell a product that doesn't exist.

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Post ID: @1rsm+Tpa8tmt

@Tpa8tmt-1kwd...from another post...this applies as a response to your comment/supposition about upper mgmt being changed out as a result of this report.

"...as per usual, it'll be a series of false starts and half-witted decisions issued as "marching orders" for the Q1 2019 "Kickoff" . This will be followed up by another series of partial changes and layoffs or "changes of mind" by MH around July 5th when he and the rest of the top brass get back from July 4th holiday.

June is historically a "nothing gets done" month at Oracle. Lots of pomp and circumstance around training for the new year (read: updated "company line" sales pitch training to push products and messaging du jour) while the rest of the company takes vacation to get ready for the rest of the year's constant series of direction changes. There will be more around August or September. This is life at Oracle. Nothing changes in reality because its too hard to change the systems and the territories MH set up. Whatever does change (people-wise) is just a veneer over the underlying quagmire of company BS and conventional wisdom du jour. New mid-level and upper-level management (just below the top brass) is hired in every year only to become disillusioned around a year and a half later when they find out they have no real authority to do anything and that whatever good they do is quickly undermined or stopped entirely by MH or SC. Those two are like little wrecking balls slowing destroying Oracle one decision after another. LE is out trying to find the fountain of youth while Oracle is burning."

so, maybe. but probably not.

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Post ID: @1fjx+Tpa8tmt

I would not surprised to see some heads rolling in executive management in response to this report. Such a public shaming by a respected organization that a lot of customers look to for guidance and advice on the tech market at some point is going to reflect on any customer taking Oracle's cloud offerings even remotely seriously. Stock price will commensurately follow (down). Only shred of hope that they can build up any credibility in the market that they are really moving towards something that is a for real product in cloud is to make some dramatic move in management in this area and show an authentic change in business strategy.

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Post ID: @1kwd+Tpa8tmt

FWIW - some good sales reps have warned clients about this Oracle data center clusterf--k to save them from certain disastrous decisions. There is no way the Oracle cloud is ready for primetime. And the "Cloud at Customer" push is just Oracle's way of luring existing clients into more hardware purchases to run a "cloud architecture" on premise to run the Fusion Apps (Oracle ERP Faux Cloud Based Apps) running into the future. Fusion Apps are a band aid for the really big old old companies who dread migrating from one system to a new modern, real cloud, one. Its a time bomb ticking.

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Post ID: @1oqr+Tpa8tmt

Great article. Word is finally getting out.

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Post ID: @1zjq+Tpa8tmt

This is the bottom line:

"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."

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Post ID: @1utc+Tpa8tmt

Interesting that the article doesn't point out that Oracle has also moved up the rankings quite a bit

Moved up? You should really make use of your vision plan and get new glasses.

2017: Oracle was in the bottom right box, Visionaries

https://www.zdnet.com/article/gartner-puts-aws-microsoft-azure-top-of-its-magic-quadrant-for-iaas/

2018: now we have dropped into the bottom left corner, niche players.

Prediction:

2019: completely removed from the magic quadrants.

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Post ID: @1zlb+Tpa8tmt

What is really frustrating is good engineers and consultants have been raising these issues for years and no one seemed to listen or care. The lack of a common single network between the SaaS - PaaS -IaaS environments. Products isolated in different data centers. At the same time management lying to customers, analysts, and employees about capacity and availability all in order to maintain artificial financial metrics. No way to catch up to the growth in the leaders.

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Post ID: @1lml+Tpa8tmt

lol at @Tpa8tmt-blj

Save your Sales blurb for your (uninterested) prospects! Nobody's buying it here.

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Post ID: @cei+Tpa8tmt

Interesting that the article doesn't point out that Oracle has also moved up the rankings quite a bit, passing IBM on both and ranked #4 on Completeness of Vision behind Google. Two years ago, Oracle wasn't listed on this Magic Quadrant! And how is it that Alibaba, who only seriously exists in Asia, has such a high ranking when you don't even hear of them (outside of Asia?). Is any serious Fortune 1000 going to trust moving their data to a Chinese Cloud provider where there are mega issues of data governance and control?

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Post ID: @blj+Tpa8tmt

Love the last 'graph...brutally succinct and true:

"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."

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Post ID: @ebh+Tpa8tmt

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