Oracle Is Getting Ready to Grow Like Mad. Here's How.

[@Nanalyze]

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[@makeitcold6649]

Forget about the cloud, Oracle needs to sell whatever the 80 y/o Mr. Ellison is taking. 😮

[@Nanalyze]

As someone once wisely said, "the water buffalo is only as young as the grass that it eats." Now that could refer to the type of tail a man is landing, but it most likely refers to diet. Mr. Ellison is said to adhere to a strict diet and regular exercise regime. Let us all strive to be more like this man.

[@blueresonantmonkey3188]

A little adrenochrome helps try microdosing

[@blueresonantmonkey3188]

Sorry that comment was meant for suckerburg

[@daveb4446]

I believe the technical term for it is “naked babes on a tropical island”

[@Nanalyze]

@@daveb4446 You're probably right about that

[@dxiri]

I have worked in tech all my life. While practically all the people I have talked with hate Oracle, they are so entrenched on the DB space that they are incredibly difficult and cost prohibitive to replace.

[@Nanalyze]

Good to know. Thank you for the comment!

[@2531Prasad]

In India there's a Listed Stock Of Oracle Financial Services Software, The Revenue of that company used to be flat but has seen a increase of 10% with Better Operating Margins . I got that Stock 2 years ago. Good Returns in line with Parent Company

[@Nanalyze]

You know that's really interesting! Did not know such a thing existed. Here's the wiki for anyone interested to learn more: en.wikipedia.org/wiki/Oracle_Financial_Services_Software

[@Saxafruge]

Actually on-prem databases are often cheaper if their IT department is competent, theres stories of companies going back to on-prem from the cloud. Where cloud databases excel is in accessibility from the hybrid workforce

[@Nanalyze]

Thank you for the comment. With the emergence of an "autonomous database" then that ought to hold even more true. Oracle could certainly be overinflating the "on premise to cloud" uplift. Seems credible on paper ;)

[@thekingofallblogs]

Cloud only makes sense if you have a fluctuating load, because it allows to spin up servers on demand. If you have a stable demand load, then on prem is cheaper. Cloud companies will claim they can run servers cheaper than you can, but it doesn't turn out to be true.

[@Nanalyze]

Good counter argument here

[@hitmusicworldwide]

@@thekingofallblogs but then there is security. No company outside of the cloud giants can match the security expertise. On prem with guys that don't get hired by Oracle is getting hacked way too much.

[@SparkyFinch]

I think OCI is the fastest growing cloud for the next 5 years at least. If you look at culture of the cloud hyperscalers, AWS spends like crazy to gain any advantage, Azure is strategic and competitive, GCP engineers great but doesn't push so hard to gain market share. OCI is the patient, hyper-strategic late comer. I think they are set up nicely to grow and grow and grow a smaller piece until they have a much much larger market share. AWS does not see them as a threat given their size. I think AWS and OCI are the best 2 in the long run. AWS invented the space, taught everyone how to do it, then Azure and GCP came in to compete. OCI is late but smart and gobbling up market share from a 2% position to a 20% position (my opinion). I am long on OCI. I don't know much about their DBs except that everyone uses it.

[@Nanalyze]

You may very well be right. Argument seems compelling. Let's see if he hits those big numbers :)

[@SparkyFinch]

I would explain the cloud industry like this... AWS is your daddy, Azure is your partner, GCP is your cousin, and OCI is your best friend.

[@Nanalyze]

So who is the mistress? ;)

[@SparkyFinch]

@@Nanalyze ha for whatever reason PCF was the first thing to come to mind...

[@Helpinghands4321]

SAP in similar space..:.What is your thoughts on it

[@Nanalyze]

It's not on our radar but have often wondered the same thing.

[@khanfauji7]

Oracle makes stuff hard to do so that oracle practitioners have job security and then those people push oracle at their companies which creates a symbiotic self serving situation where companies loose and oracle and its practitioner win. 🏆

[@Nanalyze]

Interesting theory! At least some Oracle practitioners will be replaced by AI soon it seems.

[@daveb4446]

What? Oracle has some of the easiest products to use. A huge amount of it is automated. And it’s compatible with almost anything customers have. The only reason not to use it is if you don’t have the money but you have time. Lots and lots of time.

[@Nanalyze]

@@daveb4446 (Grabs popcorn.)

[@odoacredacalcutta5085]

ok. I'm a noob and I don't know the difference between database and cloud. My guess is that the database is data stored on hardware owned by the company producing those data itself, while cloud is basically storing your data on datacenters owned by other companies like aws (basically paying them rent).

[@Nanalyze]

That's a good explanation! Who owns/operates/maintains the hardware/software is largely what distinguishes cloud vs. on premise.

[@raouljabouin3580]

Thank you so much for sharing your knowledge and wisdom with me.

[@Nanalyze]

You're very welcome. (Joe P. walks in....) Not gonna lie. This ALMOST has KZbin spam vibes to it. It's just too genuine.

[@theb190experience9]

No one except the IT team at our company wants to use Oracle. Been that way since we bought it.

[@Nanalyze]

Seems to entrench itself and then never gets dislodged

[@themusic6808]

What I wouldn’t do to have gone back to the mid 80’s and bought 10,000 each in Oracle, Microsoft, Apple & Adobe stock when they IPO’d……I’d be Larry Ellison rich.

[@Nanalyze]

Being a winning stock picker is extremely tough. Investing in ETFs is a more sure path to wealth.

[@KC53557]

What do you think of AI’s impact on oracles growth potential. There is talk of AI replacing SaaS, which to me sounds overblown. I think Oracle in both the database and enterprise apps space have incredible history , domain knowledge of respective requirements and that with the right AI sitting atop, they could crush the enterprise B2B Ai race. Thoughts?

[@Nanalyze]

Aside from what was said in the video, not much to add ;) AI replacing SaaS seems overblown, agree.

[@hitmusicworldwide]

Am I the only one that thinks that Larry Ellison is actually Richard Boone from Have Gun Will Travel?

[@Nanalyze]

Can you believe he's 80 years old and still looks like that?

[@hitmusicworldwide]

@@Nanalyze good surgery

[@sowmyanarayananvijayaragha6675]

one reason ORACLE FUSION Cloud computing

[@Nanalyze]

Per Wikipedia: "Oracle Fusion, consists of two parts: Oracle Fusion Applications and Oracle Fusion Middleware, both of which run on the open architecture ecosystem Oracle Fusion Architecture." So this would largely represent the apps noted at 9:07 ?

[@srireddy8538]

What place is this , beautiful

[@Nanalyze]

The adventurer in me always gets excited when people ask these questions ;) That's the White Salmon river in Washington which is very popular with kayakers and rafters. Joe P.

[@crispyduck1706]

“Oracle hasn’t performed that well “ just the 1300% over twenty years

[@Nanalyze]

You left out a crucial piece of info. How did the benchmark perform over that same time frame?

[@kendallwillets]

Cloud is stuck with a crossover point where on-prem becomes cheaper above a certain size, so old-school vendors like Oracle are still the best-of-breed for F100 etc. Smaller vendors like Snowflake don't have much incentive to complicate their products by adding the scaling features that the incumbents have, so the market is split into smaller accounts where cloud is attractive and larger ones with economy of scale. That means that Snowflake isn't much of a lure to Oracle's big on-prem accounts, but Oracle cloud isn't either. I wouldn't bet on many $10M on-prem Oracle accounts switching to $50M cloud; that's Larry smoking crack.

[@Nanalyze]

Ah, so the secret to his youth is crack. (Scribbles in notebook.) Great comment! Very insightful, thank you.

[@joaquinz.c]

Most would say that the security breach speaks for itself.

[@Nanalyze]

While security breaches are rather scandalous, it seems like most companies get over them with minimal reputational damage. Any exceptions to that rule?

[@Lercker_]

I wouldn't call marginally beating the S&P underperforming. It's just no longer the latest greatest growth stock. Which they know, hence the dividend.

[@Nanalyze]

The verbiage used was "hasn't performed that well" but you are correct. One wouldn't say it has underperformed, especially when you extend the time frame beyond just a few decades. Indeed it has begun the journey from growth to value, though we're now being promised lots more growth. Joe P.

[@RamkrishanYT]

2:51 😉

[@Nanalyze]

We shall see ;)

[@IronPoorBlood]

Oracle r.e. partnership with Palantir, and their associated classified customers? Just the data from the new satellite systems is incomprehensible. Basically pixelizing everything in the ocean, everything on land, everything subterranean that humans rely on, everything in space, joining together data sets from a plethora of sensor types, run through crazy algorithms, and making meaning from it. Let alone finding needles in a haystack amongst it. Thoughts? For consideration, today's data centers become as irrelevant as yesterday's CPU just as fast for the same reasons, a tangent to Moore's law. What can keep pace better, in the cloud or on premise? 2. Who's going to take on EPIC in medical record storage, and artificial intelligence running across medical records and everything gathered medical related, including genetics? 2.1. Who's going to expand that around the globe? Everyone hates Larry Olson. I crossed paths with him one time and he made a point of telling me who he was. I honestly didn't care, so I played dumb. He, surprised, kind of puckered, the reaction was funny. 😮

[@Nanalyze]

Partnership press releases and $5 might get you a cup of coffee at Starbucks. It always comes down to revenues. You're asking a lot of great questions that are best raised on our Discord server where our staff put in the time to answer questions from paid subscribers who make this channel possible. Your last sentence is hilarious! :)

[@GratefulComonTheSense]

Siems Hlthrs moving somethings frm Orclo to wrkdy. Not the best idea on their part to mention that customer

[@Nanalyze]

Joe P. here. I should have been more clear about this. They never said Siemens and were careful to avoid saying that. However ;) they said (and I'm paraphrasing here) large German firm producing lots of equipment that begins with "S" and everyone seemed to understand he was talking about Siemens, at least we did. They did not actually say Siemens.

[@GratefulComonTheSense]

@@Nanalyze thank you for putting the time doing this

[@terryklender4209]

Who’s buying?

[@Nanalyze]

Are you?

[@terryklender4209]

That’s a question with a question Joe but no I’m not!😃

[@Nanalyze]

@@terryklender4209 ;) We only invest in disruptive growth and dividend growth so Oracle isn't on our radar.

[@daveb4446]

If you want to see why they are so successful, go compare the complexity of adopting various systems. Oracle is effortless to adopt, but the competitors are nightmarish. If you want to switch to Oracle it is designed to be extremely ergonomic. But if you want to switch away to a competitor, the competitors have no reasonable way to do so. It’s like pulling teeth… out your dickhole. It doesn’t take a genius to understand why administrators adopt Oracle and avoid switching away from them.

[@Nanalyze]

Good boots-on-the-ground comment, thank you

[@maltlickytexas]

❤

[@Nanalyze]

We'll take all the love we can get ;)

[@eddiegill]

Richest in world by 2029. Does the world include Mars?

[@Nanalyze]

Martians gotta have a voice too

[@eduard348]

The problem of channels like these is, you are always too late capitalizing on publicity after a rally but bring no value whatsoever. If you came with predictions that are even just 60% correct then it would be interesting.

[@Nanalyze]

The other problem with channels like this is that they focus on teaching you something so that you can become a better investor. ;) That said, we do have a fortune teller who accurately predicts the future 60% of the time. Unfortunately, she lost all her chakras at an art installation somewhere in Deep Playa during the greatest tech networking event ever - Burning Man. We expect her to be back to normal just after the coming elections. In the meantime, there are plenty of 25-year-old life coaches out there who will gladly fill the void on predictions.