Cloud Revenue for Q ended 8/31: $2.5B

Cloud Services: SaaS, PaaS, IaaS

CEO: Safra Catz

Latest growth numbers: Fusion ERP +32%, SAP S/4HANA Cloud +46%

New CX plan to challenge Salesforce, but talk is cheap

Ellison sees huge market for co-creating FinServices apps w/ banks


Founded in 1977, Oracle made its name in the database business where it has become the dominant provider in the world. About 15 years ago, Larry Ellison—Oracle’s founder, former CEO and current chairman and CTO—began expanding into enterprise applications through a series of acquisitions. A few years later, Ellison’s development teams began rewriting for the cloud Oracle’s massive collection of IP: databases and related technologies, security, operating systems and more. At the same time, Oracle began aggressively acquiring cloud-computing companies. As a result, Oracle is now #6 on the Cloud Wars Top 10 and is one of the few vendors that plays in all 3 layers of the cloud. Ellison was among the first tech-industry executives to articulate the vast potential of hybrid computing, given that Oracle’s vast customer base has made it clear that they plan to keep much of their digital estates in the realm of on-premises IT. Ellison has thus referred to this as “the decade of coexistence.”

Oracle’s cloud services

The company’s huge product lineup includes cloud application suites for ERP, HCM, supply chain, marketing, sales and service. Oracle is also fusing its PaaS business with its IaaS business and in that combined space offers Autonomous Database, data management, analytics, compute, the [email protected] private cloud, application development and a full infrastructure stack within what it calls its Generation 2 Cloud portfolio.

Why Oracle has earned a spot in the Cloud Wars Top 10

Oracle’s deep roots in database technology go back to its founding in 1977. Its cloud strategy is now pivoting around the new and currently unrivaled Autonomous Database. This in-demand product requires Oracle Cloud Infrastructure, so any customers who want the self-driving database must run it on Oracle IaaS. Oracle does not break out specific cloud revenue, but I’m estimating its calendar 2019 cloud revenue was about $7.8 billion.

Oracle Special Report 2020

The Cloud Wars Top 10 is a list of the 10 largest and most-influential cloud-computing companies in the world. With a combined market cap of about $5.5 trillion, these 10 companies have an enormous impact every hour of every day on billions of people and hundreds of thousands of companies. This Special Report analyses those 10 companies around 5 strategic themes: Opportunities, Challenges, Differentiation, Leadership, and Big Questions. We offer our insights on what they need to do in 2021 to continue to lead the world in innovation, speed, digital transformation, AI, ML, customer engagements, and more.

Explore Latest Oracle Articles

Every Thursday, I send a free email newsletter which provides a more in-depth look at a particular vendor, customer, trend, or other noteworthy item. Each issue of Cloud Wars includes exclusives that won’t appear anywhere else.