https://finance.yahoo.com/news/cloud-growth-helps-oracles-quarterly-202530471.html
Whats the breakdown in revenue across various BU's?
How much of this is forced and unused cloud licenses bundled with existing licenses?
Buffet nods head in money
Remember old days of msft and amount of stagnancy and hate it got? Now it's skyrocketing. Can't say it'll happen for Oracle, but it's still good example of light at the end of the tunnel. It took MANY years for Azure to start printing money.
Larry invented cloud
Cooked books, Oracle is dead.
Don Johnson and Clay are really driving the growth that is inspirational and exciting customers.
Is this a numbers manipulation of sales already made from development before the layoffs and a headcount cost after the layoffs?
Doesn't hurt that their only real competition on the erp front, SAP, sucks in every regard