Oracle CEO Hurd Sets Goal to Dominate Apps Market

The transcript discusses Oracle's strategy to capture a larger share of the SaaS market, which is expected to grow significantly. The applications market, including ERP and HR, is a major focus, with predictions of exponential growth as it transitions to SaaS. Oracle is investing heavily in cloud infrastructure and aims to lead the market. The company is cautious with M&A, focusing on strategic alignment and vertical applications. Oracle's strategy involves leveraging its existing user base and ensuring seamless integration of applications.

What is the speaker's perspective on the future leadership in the applications market?

What challenges does the speaker mention regarding mergers and acquisitions in the applications market?

What is the speaker's view on the current state of their applications portfolio?