So remember back last year when TK left, reportedly because he wanted Oracle products to run on other public clouds (that work)?
Well, maybe good old LE actually IS making something happen. A "bet the company" move that may involve some smoke and mirrors.
Back on the Q3 earnings call there was some hype about new customers (whooper! 4000 people signed up for free stuff) BUT one thing LE said is striking. https://www.google.com/amp/s/www.fool.com/amp/earnings/call-transcripts/2019/03/15/oracle-orcl-q3-2019-earnings-conference-call-trans.aspx
LE says the future of O depends on (1) cloud applications (Fusion Suite and Netsuite) and (2) cloud infrastructure (Cloud 2.0 security features and the autonomous database). So I may be wrong, read it yourself, it sounds like the new auton db is only going to be run on O computers (in rented datacenters?). And thus all the auton database customers are cloud customers? Thus big cloud growth? But not real cloud?
What do you think?