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

• Acquiring other companies

• Expanding into retail markets

• Focusing solely on organic growth

• Reducing its workforce

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

• To reduce operational costs

• To compete with companies like Salesforce and Workday

• To enter the consumer electronics market

• To focus on hardware development

What is a challenge Oracle faces with its corporate customer base?

• Decreasing demand for software

• High employee turnover

• Slow transition to cloud services

• Rapid adoption of new technologies

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

• Decrease in cloud revenue

• Cannibalization of existing business

• Loss of all corporate customers

• Increase in license revenue

What might companies like Salesforce and Microsoft need to do in response to Oracle's actions?

• Exit the cloud market

• Reduce their workforce

• Make more acquisitions in the cloud space

• Focus on hardware development