Oracle CEO Hurd on Shift to Cloud Computing

The transcript covers a discussion on Oracle's event, highlighting keynotes, customer stories, and the shift to cloud software. It explores Oracle's strategy in cloud infrastructure, competition with major players like Microsoft and Amazon, and the impact on margins and revenue. The conversation also touches on the future of maintenance revenue, Oracle's acquisition strategy, and the role of R&D in product development.

How does Oracle plan to compete with major players like Microsoft and Amazon in the cloud market?

What challenges does Oracle face in maintaining margins in the cloud business?

What factors does Oracle consider when evaluating potential acquisitions?