Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
In this Cloud Wars Minute, Bob explains the strategic moves that have led to Oracle jumping up to the #5 spot of the Cloud Wars Top 10.
Highlights
00:18 — Oracle has taken the #5 spot on the Cloud Wars Top 10, knocking SAP down to #6. Bob breaks down a few points on how this has happened.
01:10 — The growth rate for the cloud revenue at Oracle, 45%, is much higher than any other Cloud Wars Top 10 company.
01:20 — Oracle has achieved a nearly $15 billion annualized run rate. Additionally, the company is expected to continue this strong growth through next year.
01:32 — Through the Cerner acquisition, Oracle solutions have had a huge impact on the healthcare industry. Bob suggests that this could serve as Oracle’s roadmap for navigating all different types of industries.
01:58 — The Oracle Cloud Infrastructure revenue was up 52%, as it competes against Microsoft, AWS, and Google Cloud.
02:48 — Larry Ellison’s advocacy for customer choice has influenced Oracle’s policies, especially around cloud databases.
03:01 — Because of this advocacy for customer choice, Oracle is making its database available and more accessible in the multi-cloud era by partnering with Microsoft, as well as by becoming a customer of AWS — and potentially even Google Cloud, says Bob.
03:22 — The final reason that Bob says is contributing to Oracle’s promotion is how Ellison is evolving to grow the database market share through some of these strategic moves.
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