By Denis Pombriant on March 22, 2018
Oracle is in a legitimate exponential growth phase and not for the first time in its long career. Like a startup it is growing much faster than the organic growth rate of the economy or its primary market because it has some new products that are highly desirable including cloud offerings and a unique fully […]
By Denis Pombriant on December 13, 2017
Oracle reports its earnings on Thursday, December 14, after the markets close and trying to guess how the company did in its second fiscal quarter has become a parlor game. Seeking Alpha, an investment newsletter, has been making observations ahead to the announcement trying to inform its subscribers about what to expect. They are not […]
By Phil Wainewright on June 10, 2012
You can’t fault Oracle for consistency in its cloud messaging, going back five years and more. But does CEO Larry Ellison still have his heart in it?