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I was going by this document: http://s1.q4cdn.com/289076952/files/doc_financials/quarterly...

Which has their 'cloud services' doubling their contribution to revenue year over year and licenses losing 50% of their contribution to revenue year over year.

There 'cloud' collateral is pretty opaque though.




Yes, the "cloud" includes all of their non-database offerings too which have been the focus of recent growth/acquisitions.


A lot of Oracle's "cloud" products are just their traditional single-tenant/on-prem software that they offer to run for you in their own environments.

You're still buying the same stuff, but you're outsourcing your dev ops to them on top of it (which may not be a bad thing).




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