Most companies layoff sooner or later. What is remembered by employees is how they were treated while there and how they were treated during the layoff. What Oracle has missed all these years is not just their making things contentious with the customer but forgetting those employees they treated badly will likely be working for one of their customers. Do you think they will want to do business with Oracle? It is setting up their own demise long term and I know I felt it when approaching customers or being told that we like you but we will not buy anything from Oracle. I was told this point blank. Also, we have a directive to get rid of Oracle when we can. They are not interested in speaking because it will be a waste of time. This is just snippets of the environment that they are asking some to sell cloud into. As soon as they have a choice, they want out of Oracle. Personally, if I were an executive in the other seat and especially knowing what I do, I would begin to move off Oracle as part of my strategy. If there were systems dependent on it, I would look at when I can get rid of it.
IMO, it seems that the strategy is to mainly milk the on premise footprint. Yes, Cerner is the venture into healthcare. However, it remains to be seen how successful that will be. Really no innovation. More trying to grow by acquisition. Then call that cloud growth. It will work while LE and SC are likely still breathing but not a recipe for long term success.