Why Oracle Is Buying NetSuite for $9.3 Billion

The transcript discusses Oracle's acquisition strategy, highlighting its history of acquiring companies and its recent focus on cloud services. Oracle's transition to the cloud is analyzed, noting its current revenue from cloud services and the competitive landscape with companies like Salesforce and Microsoft. The role of corporate customers in Oracle's strategy is examined, along with the risks and challenges in the cloud market. Economic factors, such as the impact of Brexit, are considered in the context of future market predictions.

What has been a significant part of Oracle's strategy over the years?

• Avoiding acquisitions to minimize risk

• Acquiring companies as part of its strategy

• Investing only in infrastructure

• Focusing solely on organic growth

Why does Oracle need to be more aggressive in the cloud market?

• To focus on traditional software licensing

• To compete with companies like Salesforce and Workday

• To avoid competition with Amazon

• To reduce its workforce

What is a potential risk of Oracle's transition to cloud services?

• Decrease in cloud revenue

• Immediate migration of all customers

• Cannibalization of its existing business

• Increase in license revenue

What has been the impact of Brexit on corporate spending according to the transcript?

• Immediate increase in spending

• Significant slowdown in spending

• No noticeable impact so far

• Complete halt in corporate investments

What is a challenge mentioned for large acquisitions in the cloud market?

• They are difficult to digest

• They are inexpensive

• They are always successful

• They are easy to integrate