Comment by simonw
3 hours ago
https://www.sec.gov/Archives/edgar/data/1341439/000119312526... says that in June–August 2026 Oracle made $7.39b from cloud infrastructure, $4.22b from cloud applications (aka their SaaS business), $655m from licensing their software, and $4.9b from support.
Sorry, is this meant to be a confirmation or a rebuttal of GP's statement?
That's for the reader to decide.
Personally I found it shows Oracle is more of a data center company than I had realized.
So, one of the more surprising things that was claimed to me (But I haven't verified myself,) is Oracle doesn't charge for IOPS on OCI the way AWS would for an Oracle instance.
I'm sure there's other devils hiding in details, but that alone would make it a very tempting target for orgs that want to move off-prem to chase the 'move to cloud' 'KPI' 'Synergy' but still have a bunch of trash queries/etc running under the covers, with the additional benefit of you are safer when the sales/legal folks from licensing visit your offices for renewals and the like.