Oracle is making a big bet.
The company is betting that it can carve out enough enterprise cloud market share to make up for slowing demand for its on-premises software. And the bet’s success appears to revolve to a great extent around its database. Oracle is betting that its database leadership is strong and sustainable enough to draw companies to its cloud platform versus cloud leaders Amazon Web Services and Microsoft Azure.
Not that the company didn’t roll out a host of non-database products last month at OpenWorld – it did. But the amount of emphasis co-founder and CTO Larry Ellison placed in his keynotes at the conference on its Autonomous Database and its biggest rival in the cloud market, Amazon Web Services, painted a picture of a company that really wants to become a big player in cloud and sees its main product – the biggest reason it’s still relevant – as the ticket to getting there.
And it’s easy to understand why it sees it that way. As a latecomer to the cloud market...
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