Seen a lot of experienced , talented and hard working folks get cut from Cloud. Don't even want to mention the ones that left on their own. Wow can we expect to tackle the Cloud market, when we couldn’t make a breakthrough with all those people still on board.Less talent equals lesser quality product, it’s as simple as that.
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Oh that’s right the hundreds of DOA/NPA contracts never renewed. Haha
Oracle cloud is SaaS / managed hosting. Oracle is a non-payer in IaaS/PaaS.
Customers host their existing apps via lift and shift (ERP, HCM, BI, etc...).
Once they do, Oracle handles everything including customization/configuration, upgrades, maintenance, and support. Oracle just merged cloud services (OCS) and advanced support (OAS) for this purpose.
This means that Oracle partners are OUT.
Oracle partners will lose almost all of their business (implementations, customization, upgrades, maintenance, and support). SaaS has no implementation/customizations and the vendor does everything for all customers.
That's why Oracle partners are quietly fighting Oracle cloud and keeping customers on-premises.
Also, all the Oracle talk about Autonomous products is a threat to partners. If the new products require no humans to operate and support, who is going to buy their services.
Oracle cloud and autonomous products are an existential threat to the Oracle ecosystem.
This reminds me of a reply from a ex-CEO in HP. When pressed on why HP should acquire EDS for US13.9b, his reply was "If we can't turn that into an opportunity to go to the market and compete and be able to compete at roughly market rates, then I think that we would have to say we are all not going to be thrilled". 4 years later, HP write down $8 billion on the value of its service business. To know thyself is the beginning of wisdom - Socrates. And that's the problem.
Oracle had no good products left - they were neglected through underinvestment in the mad dash to the cloud. Oracle is dead!
Like SAP, Oracle will offer their good products on aws, azure and google cloud. It’s only a matter of time, unfortunately many of the c-appy products (of Oracle) will die in the process
You have no power, influence, or margins when you're #5 (some say #6) in the marketplace. Nobody knows that better than LE who stomped on the lower tier RDBMS vendors (e.g. Informix, Sybase, Ingres, etc.) during the ORCL power years. Expect ORCL to eventually sh-tcan their cr-p cloud infrastructure and instead partner with one of the top two to offer some of their software. Yep, even JB from AMZN and LE would get together if the deal is right.
Oracle is dead, dead, dead - all that’s left is a financial play where share buybacks prop up the share price so that MH and SC can sell all their hares and LE does get margin good calls, but time is definitely running out.
Get out of Oracle while the job market is still hot. Oracle is done with the cloud