By that I don’t mean the parts in which the customers are obligated to stay, as they were bullied into signing long term contracts. I mean real healthy parts of the business in which Oracle can be truly competitive on the open market. I can’t seem to think of any, but don't get me wrong, I would love if someone gave me arguments that prove otherwise.
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Heard Apps OnPrem most profitable BU in JAPAC
Just like somebody dyeing of termina cancer has some body parts that are not cancerous so maybe oracle has some offerings that are still ok, that said oracle’s cancer is metastasizing at a rapid pace and has hit most of the business by now and is terminal
oracle's most important and healthy part - legal department.
51% of Oracle's revenue comes from M&S.
That's billions per year at 90% profitability.
You don't need good tech to make a ton of cash.
Oracle's apps are sh-- compared to others.
Fusion and Netsuite are 20 years old.
Taleo can't read your linkedin profile online and makes you enter data manually!
Oracle pays Gartner tens of millions to rate them high and they make hundreds of millions in sales.
Who uses Gartner? Executives and managers to backup their selection and cover their asses when projects go sideways. They have no time to learn tech.
Most Oracle DB customers I have worked for (and I worked for many large ones who pay over 100 million in services/year) use the DB as a data bucket. They don't even use 2% of what's in there. They can do that for 1/100 of the cost with PostgreSQL. Why do they pay? Because Oracle sales reps know how to incentivize them. Bribes, jobs, dinners, golf resort weekends. Cost of sales.
Oracle customers are low-tech. They are legacy customers. They can't handle Google or AWS tech.
They don't have the in-house skills for high-tech.
What is doing good:
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ORACLE DB and its related products are doing fine.
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Apps are doing fine despite not being best in their category.
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Consulting is doing fine, they provide consulting to outside consultancy firms
Wha tis not doing good:
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Cloud is not doing good (IaaS)
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Moving the apps/platforms to cloud is not doing good(SaaS, PaaS)
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anything about oracle education and training is more or less c-ap.
that is based on what I see in people movement and and so.
What would make you believe? Google "Oracle is the leader" and look at results. I get back results showing Gartner reports where oracle is a leader in a few magic quadrants. Some people don't believe Gartner.
Please the shareholders, loot the company. In a few years this will break at a big tech news story. How 3 executives took it all.
Yes, the healthy parts are the pockets of the 3 stooges