No, they are not in trouble yet. I'm not saying SaaS is dead. The article, to me, reads as, if you are in SaaS, you better be looking at ways to build power above and beyond a simple service, be it a network moat, corporate compliance, competing with the vertical....
No, they are not in trouble yet. I'm not saying SaaS is dead. The article, to me, reads as, if you are in SaaS, you better be looking at ways to build power above and beyond a simple service, be it a network moat, corporate compliance, competing with the vertical....
Oracle has a BBB- credit rating (one step above junk bonds), so maybe yeah.