“I feel Oracle’s ambitions within the cloud are as broad as Amazon, Microsoft or Google,” says Gartner’s Wright. “However not like the others, Oracle is snug coexisting with different suppliers in the identical account. In some methods, OCI is a method for Oracle of staying related to massive prospects on the infrastructure layer, whereas it focuses on including enterprise worth via its enterprise purposes.”

Oracle appears poised for 2 issues, in keeping with Thompson, one in all which is to proceed its technique round healthcare and private medical information inside the cloud.

“The purpose is to allow higher communication between healthcare suppliers whereas giving people extra management over their historic information,” he says. “The inherent threat is belief. Any misstep or error might deliver inquiries to the general knowledge high quality and see firms withdraw from Oracle Well being options and providers.”

Secondly, the corporate will proceed to put money into SaaS. “Its 2016 acquisition of NetSuite has been extraordinarily useful, and the corporate additionally just lately acquired Cerner, which helps each the healthcare and SaaS technique,” Thompson says. “I feel we’ll proceed to see Oracle investing in SaaS purposes and acquisitions because the margins are favorable, and this technique matches the development of firms seeking to buy purposes versus constructing in-house.”

The partnership with Microsoft is a testomony to Oracle’s strategic method to overcoming its challenges within the cloud market, in keeping with Patlytics.ai’s Lee.

“By enabling interoperability between Oracle Cloud and Azure, Oracle has not solely broadened its enchantment to companies which can be entrenched in Microsoft’s ecosystem, but additionally underscored its dedication to flexibility and customer-centric options within the cloud,” Lee says. “This transfer, emblematic of Oracle’s broader technique, showcases its willingness to forge partnerships that improve its aggressive stance and deal with areas the place it seeks to strengthen its market place.”