Hmmmmm
80% Margin, I foresee customer pressure on their margins then, I can't see many governments letting them get away with that either, unless non-government margins are even higher.
Oracle thinks it's done the hard work as it transitions to become a cloud company and is now poised to convert swathes of its customers from software licences to SaaS and infrastructure-as-a-service subscriptions. So said Co-CEO Safra Catz on the company's third quarter earnings on Wednesday, during which she said “Our pivot …
My opinion. Will Oracle be successful in:
SaaS - Yes, many companies are too ingrained to move off of ERP. Oracle can basically call the shots in that install base.
PaaS - Only if it is push button. People may move that legacy WebLogic stuff into PaaS if it a push button migration. If any rewriting or substantial mitigation is involved, people will move off of that old, expensive monolithic app server stuff to modern microservice based cloud stack without a costly license and support.
IaaS - No way. They don't have the economies of scale of a Google or AWS.