On the Q1 earnings call yesterday, Ellison said that Oracle Cloud has reached a $10B annualized run rate—but he didn’t stop there.
IaaS
Gartner has just released its guesses regarding 2020 worldwide IaaS public-cloud market shares, and I have a few questions.
Larry Ellison also disclosed that the Oracle Gen2 Cloud Infrastructure (OCI) biz grew 100%+ in revenue on a recent earnings call.
I spoke with EVP Clay Magouyrk, the driving force behind the remarkable emergence of Oracle as a serious player in cloud infrastructure.
Hear from Clay Magouyrk, leader of the Oracle Cloud Infrastructure (OCI) business, about the shifting role of “the edge” & more.
Oracle and its fast-growing IaaS business face a very different challenge, as chairman Larry Ellison says demand is far outstripping supply.
By spanning both IaaS and SaaS layers of the cloud, Larry Ellison feels Oracle will offer unique value to business customers.
Later this week when Oracle releases its fiscal-Q1 numbers, I expect Larry Ellison to use the earnings call to accomplish 3 objectives.
Larry Ellison has reassigned former cloud infrastructure chief Don Johnson, as part of a shuffling of Oracle execs to reimagine its cloud capabilities.
Larry Ellison eschewing the “hybrid” term is part of his attempt to show that the Oracle Autonomous Cloud is different from what everyone else is offering.
The near-impossible-to-impress analyst Lydia Leong, who wields considerable influence among biz customers, last week offered praise for Oracle Cloud.
In the launch of new cloud services last week, founder Larry Ellison clearly made “autonomous” the third strategic front in Oracle’s plan to beat Amazon.
In an online presentation, the Oracle founder talked about his ambitions in cloud infrastructure, and what Oracle has that Amazon and Microsoft don’t.
Video-conferencing company 8×8 remains an AWS customer, but the new deal has Oracle cloud infrastructure handling its surging video workloads.
Oracle has won a massive endorsement, as Zoom has picked Oracle Cloud Infrastructure to help manage its explosive growth, to 300 million daily users.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
As Ellison fuses his red-hot self-driving database with his tiny cloud-infrastructure business, Oracle Autonomous Database surges to 150% revenue growth.
A new report from IDC reveals that spending on hardware for public-cloud infrastructure is plunging—even as it’s rising for private clouds.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.
The Amazon Lyft $8 million per-month deal for infrastructure and data-management servies via AWS has sparked new questions. Namely, is it worth it?
