I want the revenue excluding Gen1 cloud revenue and SaaS revenue after lift and shift from gen1 cloud. Can someone share. Also, is there any plan for cerner data migration from AWS. If that is so, OCI must stop taking credit for it as Oracle paid $28B for this.
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But Oracle enables Clay to get away with his sociopathic behavior
And that my friend is the key. The top execs could shut it down in two seconds but do not. Why? Birds of a feather, They find nothing wrong with this. This is not to excuse the behavior, but everything at 0 starts at the top. It is the most top down company of its size I have ever seen.
Are you kidding me? Clay has done more damage to more people at Oracle than just about any executive one can imagine, excepting perhaps TK.
But Oracle enables Clay to get away with his sociopathic behavior and policies. Because it wouldn't be tolerated anywhere else. Oracle is a cesspool of the worst behaviors and enables them to thrive, at the expense of employees.
of course Clay will be long gone by then to another vendor, so he will not be accountable for the disaster.
Is it really all his fault? Let's face it, there is more than enough blame to go around. LE rejected perfectly good working software 12 tears ago to SC trying to build the enormous infrastructure required to operate such technology on the cheap to The predatory actions taken to strong arm customers into buying time into their space, to the general reputation customers have regarding O that makes people run the other way because of their previous experiences, there are plenty of bad actors that made OCI What it is today,
They won't win this one, they probably know they won't win this one but are still going full speed because they can't do anything else at this point Nor will they change because they can't afford to and don't know how to do anything else. To admit defeat would be akin to falling on you sword at this point. I would predict that they would try to buy a cloud that actually works but I doubt they have the means in which to do so. Then again it would probably fail badly like every other acquisition O has made in the last 20 years.
It is still Relational Databases, On-Prem or bust. and well....
OCI Titanic has been taking on water by itself — No Cerner iceberg needed.
OCI titanic will hit or miss Cener iceberg?
PREDICTION: Once the OCI house of cards implodes, which it will in the next few years, it will be touted as one of the biggest business failures by any vendor. of course Clay will be long gone by then to another vendor, so he will not be accountable for the disaster.
That said, Oracle's attempt to create a hyperscale cloud has failed. If you read Gartner research, they only pay attention to THREE clouds (outside of Alibaba and Tencent) -- AWS, Azure and Google. IBM and Oracle are full on has-beens, and OCI has been rated by Gartner as a niche player for the past three years plus.
OCI is NOT a true hyperscale cloud. Putting 39 server racks in co-los around the world does not a resilient hyperscale cloud make. Sorry about that. OCI is a failure, but is happening in slow-motion.
When the company I worked for was acquired by Oracle 12 years ago we ended up with stacks of Sun servers piled in a room. The servers were thrust upon us to make Sun's books look better even though we didn't need that many. It took a few years to implement them all in our development environment. It would have been much cheaper to buy newer servers from other sources.
The same scenario is happening with OCI as our applications are being pushed there so OCI's books look good. As usual, Oracle is late to the game and needing every penny they can drum up to make OCI look better.
Security in OCI is a joke too. If you look at the level of security innovation from the 3 cloud providers that the real world cares about and uses, I don’t see how OCI can ever compete.
OCI likes to say they are a multi-billion business. In reality organic OCI business is way under $1 billion. Far far far less than the amount of money they have burned through trying to become relevant.
Safra will have limited patience with OCI in terms of producing real results. Her spreadsheet is always looming ……
The TikTok thing is a good example of how you end up in OCI, not by choice, but through other factors. There are other examples. Buying cerner is an expensive way to make OCI look relevant.
If they will not tell the shareholders, why would they tell you?
Not counting the support contracts and discounts not much. Some customers have it and don't even use it. They just did it to reduce support costs. Too late to the market and many bridges burned with customers that they don't want anything to do with Oracle unless they have no choice. Just facts...
The relationship between OCI and Oracle is like oil and vinegar. They don’t mix.
The real question is whether it needs to be broken off and run as it’s own company, otherwise we will have a tiered world with 1st, 2nd and 3rd class employees.
OCI folks believe that they are God’s gift to LE, but in reality, they have been, and are still carried by the rest of Oracle’s revenue, but they need to learn to work together. We can not fly on one wing!
I’d like a pony and a million dollars. But I’m not holding my breath.