Layoff were handled poorly. You have to remember this Oracle, where you still have to use beehive for mail and calendar. Because Larry is a tool, you have to use all Oracle c-ap, never best of breed. This leads to a bigger divide between market and Oracle. I think they realized they way overpaid for Dyn, which had overpaid for Zenedge. The revenue is not there with fanboy management. The security from Zenedge could not make the basic grades. The cloud offerings are pathetic and morale is low. Larry said he was serious about cloud, but he said that about NC’s in the 90’s and failed.
They can have all the positions meetings they want, the structure to develop that is very weak. That are clutching at straws to avoid the enivitable outcome. Expect an announcement ina year or so that the are shedding the cloud to focus on core dB tech.