Whatever aspects of Oracle’s businesses I can think of, seems to me that we are behind the trends and, let’s be fair, behind the competition. Seem to me that Oracle is in a state in which it lives of its old glory. However, I would like nothing more that fore someone to prove me wrong. So, is there any part of Oracle’s business that can be a winner for the future?
10 replies (most recent on top)
What about starting a new line: Corporate attorney services.
No kidding, Oracle has great potential dealing with law sue at Corp level, lots of experience, plus Oracle has lots of lawyers, even more than Engineers now.
LE, SC, MH think about it
Database, Exadata,EPM,ERP.
Rest are all snake oil
Don Johnson, OCI & co, can make Oracle great again
the founders of PeopleSoft decided to start Work Day and created the same software
like PeopleSoft except putting them on the cloud and now they are killing it.
And a lot of the good former PSFT employees quit and reappeared at WDAY.
Netsuite is not safe too since there's Work Day. Surprisingly, LE went through a bitter battle to buy PeopleSoft back then and the founders of PeopleSoft decided to start Work Day and created the same software like PeopleSoft except putting them on the cloud and now they are killing it. Work Day stock has gone through the roof.
They left LE holding the bag with PeopleSoft which is a client/server software. Talking about who has the last laugh.
No, least of all with the 3 stooges and all their useless hangerons
What Oracle ended up doing with its checkbook is a roll-up see https://en.m.wikipedia.org/wiki/Rollup
Note that article mentions eg Kraft (problems, unrolling). A notable example in the 90s was Network Associates (who? the stadium in Oakland named after something that started and ended with McAfeec bl#wing billions along the way ?)
Oracle did not do a real strategic scope/scale growth by acquisition. The only great Oracle acquisition (Sun got killed, sorry) that grew is Netsuite. That was LE money and made him $4+ billion personally when he sold it to Oracle.
Similar to Network Associates, the last business line standing will be the database. They will sell NetSuite along the way to get cash to prop up till LE gives up.
Tragic. Did not have to be this way. Too much big cat energy on yachts and sugar candy while the incompetent mice said don't worry be happy.
Yes...the movie production(Annapurna pictures) has a a good future.
Yes , Oracle's Yachting business may survive the tide (pun unintended).
I think the only part is Oracle's original product which is the database and that one is not 100% safe either since AWS/Microsoft/open source databases are competing in that area as well. One way for Oracle to maintain its lead is to lower its price. I heard its price is incredibly high.
That's why Oracle has been buying tons of products throughout the years trying to pick the magic one but unfortunately, there's no magic one found yet. So in short, get out of Oracle while you can.