What Mark Hurd's Leave of Absence Means for Oracle

The transcript discusses an unexpected announcement regarding a company's leadership and its impact on the company's future direction. It highlights the stability of the business and the ongoing shift from hardware to software, with a focus on transitioning database customers to the cloud. The discussion also covers the mixed success of these efforts and the investor confidence reflected in the company's stock price.

What challenges does Oracle face in shifting its business model from hardware to software?

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What has been the trend in Oracle's stock price this year?

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