Analysis, Day 2 - Oracle OpenWorld 2014 - theCUBE Studio QLogic

Analysis, Day 2, Oracle OpenWorld 2014 with Dave Vellante and Stu Miniman

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There’s a new business model in town for technology stalwart Oracle Corp., now based on the three layers of cloud: infrastructure as a service, platform as a service, and the company’s enormous portfolio, led by applications. In this new model, applications are what drive infrastructure, explained Dave Vellante in a deep analysis discussion with Stu Miniman, broadcasting live from theCUBE’s QLogic studio at Oracle OpenWorld 2014.

“Most infrastructure companies start by building a platform, a solution. Oracle starts with an application,” Miniman stated, pointing out that Oracle was the first converged infrastructure company in the market and remains in a great position for this sector.

The company’s messaging at this week’s event is heavy on cloud messaging, analytics, and Hadoop. “Oracle’s messaging might be a couple years behind the bleeding edge,” Miniman said, going on to note that it’s the sweet spot for adoption for most companies, which is perfect for Oracle’s huge install base.

Commenting on Oracle founder and Chairman Larry Ellison’s past statements about the cloud being little more than vapor, Vellante explained that the point of that statement was the cloud is still in the datacenters — it’s storage, microprocessors and databases. “The cloud is really a business model,” Vellante emphasized, and Oracle is now starting to recognize it as revenue. “They’re running now at almost $2 billion a year in cloud revenue,” he added.