Is Oracle Building A Moat In Cloud City?
#Oracle ‘s (NYSE:ORCL) 3Q17 earnings report with financial data through Feb 28, 2017, shows $178M of #IaaS revenue. Does this include revenue from #OracleDatabaseExadataCloudService which is essentially their legacy product running in Oracle’s #PublicCloud data centers? If so this is not a new offering and does not fit with the traditional definition of public cloud.
With Oracle Cloud, I believe that Oracle’s late entrance to the game will force them to make cloud software acquisitions in order to offer their clients a true public cloud experience to compete with Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT) and Google (NASDAQ:GOOG) (NASDAQ:GOOGL).
When equity analysts and investors ask me about “The Cloud Wars” and how the public cloud is impacting the traditional technology market, my answers usually start with the origins of each respective public cloud. Who were the first use cases of each public cloud, or public cloud service, designed for? How can each public cloud grow/compete/partner over time as it evolves from its core to serve other clients and use cases? What are the business and digital transformations these public clouds will enable and what are the related economic benefits from these models?