Oracle: Grousing about Amazon and Wrestling with Revenue Alligators

November 14, 2018

One of my erstwhile fans sent me a link to a video allegedly revealing Larry Ellison’s deep disappointment with Amazon. Yep, Amazon, an online store with a bundle of database systems. You can view the video here.

News is news. But It seems that some time has passed since Oracle rolled out major technology announcements. What’s happened to Endeca by the way? Seeking Alpha’s “The Reason(s) Why Oracle’s Growth Story Is Crumbling” is semi news, and the write up raises the question, “What is happening with Oracle?”

Oracle’s quarterly earnings are down and the company’s growth is shrinking faster than the polar ice caps. Oracle might have made a mistake combining its cloud business together with its on-premise business. This move led to Oracle’s stock worth dropping:

“Several SA contributors have provided their take on those earnings, though, in my view, this piece by Shock Exchange puts it quite succinctly: Oracle’s cloud growth may have peaked. Indeed, Oracle’s Fiscal Q4 2018 cloud revenue of $1.57B was $200M below the Wall Street consensus, while 31% growth paled in comparison to SAP’s (SAP) 40% and Microsoft’s (MSFT) 53% for the same segment. For perspective, Oracle’s cloud revenue growth was 66% just a year ago.”

Despite the poor returns this year, Oracle stock is only a little off from its highest point, so the company is surfing along. Perhaps Amazon is a rallying point for the Oracle faithful?

Whitney Grace, November 14, 2018

Written by Stephen E. Arnold · Filed Under Amazon, Database, News

Comments

3 Responses to “Oracle: Grousing about Amazon and Wrestling with Revenue Alligators”

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RajaQQ on January 8th, 2019 6:53 am

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Stephen E. Arnold monitors search, content processing, text mining and related topics from his high-tech nerve center in rural Kentucky. He tries to winnow the goose feathers from the giblets. He works with colleagues worldwide to make this Web log useful to those who want to go "beyond search". Contact him at sa [at] arnoldit.com. His Web site with additional information about search is arnoldit.com.