Yesterday, MH was interviewed on CNBC, titled "Oracle CEO: Focused on both top and bottom lines." Among other BS misleading comments, MH was asked what is "the pace of movement to the cloud" referring to Oracle's ERP cloud product. Shocker, the T–d did not answer the question directly and was evasive in his answer. The T–d answered "we are in the very early innings in that market."
Really T–d? Oracle claims to have 5500 ERP Fusion Cloud customers. On March 15, 2017, during Oracle's Q3 FY17 earnings call, the T–d claimed that Oracle had 3700 ERP Fusion Cloud customers and that 1465 were LIVE. So the elephant in the room asks HOW MANY OF THE 5500 ARE LIVE OR EVEN STARTED IMPLEMENTATION??? Oh thats right, most of those customers are waiting for the DOA module to be released...