What is the future of Oracle? Will someone buy Oracle?
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Didn't Netsuite just laid off their CEO JM?
Some companies promote (below-)average people right before firing them.
Why would they do this?
It is a leadership issue. Poor leaders across the sales org. The best talents have let go. Wrong people have been promoted as VP
They will be known as NetSuite-Oracle in the future because NetSuite is the only SaaS offering they have that can get a customer up and running in 30 days or less. I base this on the fact that they are currently advertising that capability. That is what customers want: to go live ASAP. No excuses and no waiting for resources
Me thinks oracle cash flow is set to decrease very significantly as companies get off oracle on-prem apps and go to the cloud. The annual support revenues are really what keep oracle afloat, and they are bound to decline.
How much can Oracle sell webcenter for?
$50. If they throw in a set of ginsu knives.
Look at IBM in order to see the potential future for Oracle. They have massive amounts of cash and a large market cap with which to manage to stay afloat for years. They have been in negative growth for over five years now, but the CEO/chairwoman manages to continue to sell investors that change is right around the corner. Margins are propped up by getting rid of experienced (i.e. "expensive") employees and targeting high school/college grads along with overseas workers to replace them. It is all about keeping the company afloat so that the top executives can continue to line their pockets all while hoping for some miracle that can get the company back into the game.
Longer term it probably won't be like Sears as there aren't a bunch of pieces that have value to sell off -- only a few and selling those would doom the company. The only ways that it might be similar are (1) Sears managed to stay afloat for many, many years despite declining relevance and (2) the top exec is looking to keep the most valuable part (i.e. Kenmore brand) for himself after everything else is gone. Oracle isn't going to let its database go anywhere and will likely hold on tightly to its SaaS offerings (especially NetSuite) as this is where all the cash flow comes from.
How much can Oracle sell webcenter for?
I was the poster and I really don't pay attention much to IBM (I was a former DEC) but yea exactly like that.
—> best post: Santa Clara campus location has long been a time-honored tradition as former lunatics asylum
Comment by By @WuBmo1A-1wbo
The only think oracle could sell is the DB business and only if they sell it quickly as it is clearly eroding. A PE form may be interested in that. Everything else, just shut it down.
Chapter 7 liquidation
I would imagine Oracle would sell off bits and pieces like DEC did in the 1990's
Or IBM, just this week, when they sold off a bunch of software assets to HCL.
I’d think some of the non-Cloud products with shrinking support revenue stream would be candidates for liquidation.
When the banks take LE’s stock away from him for margin calls they will have to pay somebody to take oracle off their hands. Nobody’s in their right mind will pay money for this pile of junk.
I would imagine Oracle would sell off bits and pieces like DEC did in the 1990's. First it was networking, then storage then PC and so on and so forth until it was a shell of itself. Nobody will buy it in total. It will be a long slow descent into the ol' American standard.
@WuBmo1A-efz My thoughts exactly. And Santa Clara campus location has long and time-honored tradition as former lunatics asylum to boot.
But what if the whole Oracle existence has been just well executed and expensive longitudinal medical experiment? Stanford prison experiment would pale in comparison.
Future doom
Buy Oracle? You couldn't pay someone to take it off your hands.
After a long period of anti-growth (probably in the few-years timeframe), they'll be acquired by one of the top cloud players, solely for their remaining customer base, whatever is left of them. Yes, that's right, it could be TK on the acquiring side.
Took huge dump.
Some companies promote (below-)average people right before firing them.
Sears will buy O for parts.
What is there for somebody to buy at this point? Cloud offering are c-ap, on-prem offerings are outdated b/c of lack of investment. HW is done with. Maybe NeySuite still has some value, but that would be it. Sinking ship!
Good people are leaving. Consequently bad people are being promoted into the voids. This will only make things worse. More incompetence in charge.
like a psych hospital doing research?
This is the only reason I can think of. There are so many seriously mentally ill people in the management, it would make a great on-going case study of sadism, narcissism, paranoia, anxiety, psychopathy. Take your pick, Oracle has it all.
In fact if some psychiatric ward dumped some of their worst into the mix at Oracle, I don't think anyone would notice!
almost all my experienced colleagues in pre-sales quit. all the bad colleagues got promotions. some of them surprising. what do you think?
If the autnomous database v 21c or whatever/whenever eventually does work in the cloud as SaaS, Salesforce will buy that as part of its portfolio. Remember the up and coming roll-up Network Associates in the 90s? Poof. McAfee is what it started with and all that's left, billions burned in the churn.
like a psych hospital doing research?