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Introduction

Oracle's 1Q17 earnings showed continued momentum in cloud revenues, with some notable wins in customers new to Oracle and a strong play in the IaaS market.

Highlights

  • A broad portfolio of cloud offerings is bringing new customers to Oracle, ranging from large enterprises such as Tesco and HSBC to an increasing number of midmarket businesses.
  • As enterprises move more workloads to the cloud, Oracle will go head to head with a wider range of competitors, including Amazon and Microsoft.
  • Oracle earlier this year made significant changes to its cloud partner program requirements in order to spur additional partner certifications and channel sales.

Features and Benefits

  • Evaluates Oracle's 1Q17 financial results to identify strengths and weaknesses.
  • Assesses Oracle's market position and makes recommendations for Oracle's customers and partners.

Key questions answered

  • What are the drivers of Oracle's momentum in cloud revenues?
  • Which competitors will Oracle encounter as it launches its next-generation infrastructure?
  • What are the implications of Oracle's cloud strategy for partners and customers?

Table of contents

Ovum view

  • Summary
  • SaaS and PaaS are driving Oracle's cloud growth
  • Oracle is well-placed to enable digital services
  • A new landscape for vendor, partners, and customers

Appendix

  • Further reading
  • Authors

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