Safra Catz's Plans for Oracle's Next Acquisition

The transcript discusses SAP's acquisition of Concur, analyzing its strategic value and financial implications. It compares SAP's approach to Oracle's, highlighting differences in market positions and acquisition strategies. The conversation also explores potential future acquisitions and strategic directions for both companies.

What was a major criticism of SAP's acquisition of Concur?

• It was considered overpriced.

• It was seen as a strategic move.

• It was a small module.

• It was a profitable deal.

What was Bill McDermott's approach to achieving SAP's cloud targets?

• Relying on inorganic means.

• Focusing solely on organic growth.

• Reducing R&D spending.

• Avoiding any acquisitions.

According to the transcript, what is Oracle's position in the applications market?

• Number one in applications.

• Number four in applications.

• Number two in applications.

• Number three in applications.

What sector does Oracle have a particular interest in expanding?

• Automotive

• Healthcare

• Finance

• Education

How does Oracle ensure value in its acquisitions?

• By overpaying for assets.

• By not overpaying and quickly gaining value.

• By focusing on small deals.

• By avoiding acquisitions altogether.