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 impact on revenue and competition with companies like Salesforce and Amazon. The discussion also covers the potential risks of cannibalizing existing business and the competitive landscape post-Brexit. The transcript concludes with insights into future acquisition strategies and market positioning.

What challenges does Oracle face in competing with companies like Salesforce and Amazon?

How might Oracle's acquisitions impact its existing business model?