if you think Oracle is a technology company, then our condition is terrible, no real innovation, no vision even when provided by an acquisition with the right product, no capacity to even follow the leaders with cloud.
if you think Oracle is a financial company, then our condition is quite good, we still squeeze lot of money from our IB, we are very cautious and let other do risky innovation, we are very careful in investing money to follow risky hypes.
this is why our customers tipically hates us, while the market is still investing in the stock. good or bad? not to me to judge, but if Oracle is still doing good margins means it is working. but one thing is clear, for sure it cannot last long like this.
@Z2FL2qI-1pkn explains it perfectly.