Highlights
01:25 — Oracle reported mixed Q4 and full-year results this week. Cloud infrastructure in Q4 grew 39%, but Fusion ERP business was up just 20% and on a weakening trajectory (down from 33% last quarter). Overall, Oracle’s cloud business grew by 19%.
02:40 — While undertaking enormous projects, like integrating Cerner products and completing projects like a national healthcare records database, the company must continue to compete with aggressive competitors.
04:01 — Q4 is generally the blockbuster quarter for Oracle, but appears to have been a mixed bag for the software giant in light of its numerous ambitious projects.
