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Jason Bloomberg

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Oracle’s Cloud Strategy: Ruthless Or ‘Byzantine’?

In last week’s article Is IBM Watson A ‘Joke’?, I quoted Social Capital CEO and founder Chamath Palihapitiya bad-mouthing Big Blue on the May 8th edition of Closing Bell on CNBC.

Mark Hurd talks to Maria Bartiromo on CNBC

Mark Hurd talks to Maria Bartiromo on CNBC

Palihapitiya’s didn’t heap his scorn solely on IBM, however. Oracle was also in his gun sights. “Oracle…is not a business that is going to win tomorrow,” Palihapitiya told CNBC. “It has an unbelievable sales and marketing machinery that will figure out how to tax its existing customers in umpteen numbers of Byzantine ways.”

We may argue over Oracle’s future prospects, but its current ones are quite rosy, as the enterprise software behemoth is coming off of a fabulous quarter. “Total cloud revenues in the quarter were $1.4 billion, up 66% from last year,” crowed Oracle co-CEO Safra Catz on the company’s June 18, 2017 earnings call (from Seeking Alpha). “Total on-premise software revenues were $7.5 billion essentially unchanged from last year and while new software license revenues were $2.6 billion, down 4% reflecting the increasing preference of customers for cloud.”

Taxing customers in Byzantine ways or no, Oracle must be doing something right to make such numbers. Why, then, is Palihapitiya so bearish on its long-term prospects?

Let’s take a closer look.

Read the entire article at https://www.forbes.com/sites/jasonbloomberg/2017/07/11/oracles-cloud-strategy-ruthless-or-byzantine/.

Intellyx publishes the Agile Digital Transformation Roadmap poster, advises companies on their digital transformation initiatives, and helps vendors communicate their agility stories. As of the time of writing, none of the organizations mentioned in this article are Intellyx customers. Image credit: Oracle PR.

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More Stories By Jason Bloomberg

Jason Bloomberg is the leading expert on architecting agility for the enterprise. As president of Intellyx, Mr. Bloomberg brings his years of thought leadership in the areas of Cloud Computing, Enterprise Architecture, and Service-Oriented Architecture to a global clientele of business executives, architects, software vendors, and Cloud service providers looking to achieve technology-enabled business agility across their organizations and for their customers. His latest book, The Agile Architecture Revolution (John Wiley & Sons, 2013), sets the stage for Mr. Bloomberg’s groundbreaking Agile Architecture vision.

Mr. Bloomberg is perhaps best known for his twelve years at ZapThink, where he created and delivered the Licensed ZapThink Architect (LZA) SOA course and associated credential, certifying over 1,700 professionals worldwide. He is one of the original Managing Partners of ZapThink LLC, the leading SOA advisory and analysis firm, which was acquired by Dovel Technologies in 2011. He now runs the successor to the LZA program, the Bloomberg Agile Architecture Course, around the world.

Mr. Bloomberg is a frequent conference speaker and prolific writer. He has published over 500 articles, spoken at over 300 conferences, Webinars, and other events, and has been quoted in the press over 1,400 times as the leading expert on agile approaches to architecture in the enterprise.

Mr. Bloomberg’s previous book, Service Orient or Be Doomed! How Service Orientation Will Change Your Business (John Wiley & Sons, 2006, coauthored with Ron Schmelzer), is recognized as the leading business book on Service Orientation. He also co-authored the books XML and Web Services Unleashed (SAMS Publishing, 2002), and Web Page Scripting Techniques (Hayden Books, 1996).

Prior to ZapThink, Mr. Bloomberg built a diverse background in eBusiness technology management and industry analysis, including serving as a senior analyst in IDC’s eBusiness Advisory group, as well as holding eBusiness management positions at USWeb/CKS (later marchFIRST) and WaveBend Solutions (now Hitachi Consulting).