With the tremendous cloud growth and earnings reports from AMZN, MSFT and GOOG, as well as the last two disappointing earnings reports by ORCL, the pressure is on ORCL to deliver on Q1 earnings.
AMZN had an amazing 49% growth in AWS, which already has largest market share. I think analysts will putting more pressure than ever on ORCL to see cloud progress/results.
Q1 is normally our weakest quarter. Everything is in flux and folks are waiting on new territories, training and etc.
When the phone don't ring, I'll know it's you.
Call me when OCI outsells Vmware on AWS.
Or Rackspace.
All the 3 stooges do on earnings conference calls is trash cloud competitors but these companies are embarrassing Oracle and putting up huge growth numbers. Come on LE where’s the beef???