Oracle Is Getting Ready to Grow Like Mad. Here's How.

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Oracle stock is rallying to new highs, boosted by the company's optimistic outlook for robust earnings and revenue growth over the next 5 years. This rapid growth in ORCL stock has made Larry Ellison the world's third wealthiest man. If you're surprised by that, just know that we were, too. Frankly, Oracle is a company that gives us IBM vibes - used to be relevant, but isn't so relevant anymore. Today, we'll look at what Oracle actually does, how they compete with one of our own tech holdings, and how they can manage to see such amazing growth projections.

RESEARCH PIECES USED IN THIS VIDEO:
1. 37 Data Center Stocks

CHAPTERS:
00:00 Intro
01:03 Larry Ellison becomes the world's third richest man
02:28 Oracle's growth trajectory
04:07 What does Oracle actually do?
06:22 Oracle's financials
09:32 Growth prospects for Oracle
11:13 Oracle vs Snowflake
12:43 Conclusion

ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.

DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our YouTube videos or on our website, whether for the purpose of making an investment or otherwise.

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Nanalyze
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I have worked in tech all my life. While practically all the people I have talked with hate Oracle, they are so entrenched on the DB space that they are incredibly difficult and cost prohibitive to replace.

dxiri
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Forget about the cloud, Oracle needs to sell whatever the 80 y/o Mr. Ellison is taking. 😮

makeitcold
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In India there's a Listed Stock Of Oracle Financial Services Software, The Revenue of that company used to be flat but has seen a increase of 10% with Better Operating Margins . I got that Stock 2 years ago. Good Returns in line with Parent Company

Prasad
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Cloud only makes sense if you have a fluctuating load, because it allows to spin up servers on demand. If you have a stable demand load, then on prem is cheaper. Cloud companies will claim they can run servers cheaper than you can, but it doesn't turn out to be true.

thekingofallblogs
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Actually on-prem databases are often cheaper if their IT department is competent, theres stories of companies going back to on-prem from the cloud. Where cloud databases excel is in accessibility from the hybrid workforce

Saxafruge
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Oracle makes stuff hard to do so that oracle practitioners have job security and then those people push oracle at their companies which creates a symbiotic self serving situation where companies loose and oracle and its practitioner win. 🏆

khanfauji
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I can tell you that with around 150 developers in our office not one will choose Oracle over snowflake for anything analytics related. They love it. The Oracle people are seen as dinosaurs with outdated software and archaic working practices.

SOberem-ob
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I think OCI is the fastest growing cloud for the next 5 years at least. If you look at culture of the cloud hyperscalers, AWS spends like crazy to gain any advantage, Azure is strategic and competitive, GCP engineers great but doesn't push so hard to gain market share. OCI is the patient, hyper-strategic late comer. I think they are set up nicely to grow and grow and grow a smaller piece until they have a much much larger market share. AWS does not see them as a threat given their size. I think AWS and OCI are the best 2 in the long run.

AWS invented the space, taught everyone how to do it, then Azure and GCP came in to compete. OCI is late but smart and gobbling up market share from a 2% position to a 20% position (my opinion). I am long on OCI. I don't know much about their DBs except that everyone uses it.

SparkyFinch
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I can't comprehend how a niche application (nothing else is a enterprise database) in a competitive environment amounts to such insane valuations.

fischX
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What I wouldn’t do to have gone back to the mid 80’s and bought 10, 000 each in Oracle, Microsoft, Apple & Adobe stock when they IPO’d……I’d be Larry Ellison rich.

themusic
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No one except the IT team at our company wants to use Oracle. Been that way since we bought it.

thebexperience
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I would explain the cloud industry like this... AWS is your daddy, Azure is your partner, GCP is your cousin, and OCI is your best friend.

SparkyFinch
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ok. I'm a noob and I don't know the difference between database and cloud. My guess is that the database is data stored on hardware owned by the company producing those data itself, while cloud is basically storing your data on datacenters owned by other companies like aws (basically paying them rent).

odoacredacalcutta
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Thank you so much for sharing your knowledge and wisdom with me.

raouljabouin
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i like your office, i should get space like that myself

krellin
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SAP in similar space..:.What is your thoughts on it

Helpinghands
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What do you think of AI’s impact on oracles growth potential. There is talk of AI replacing SaaS, which to me sounds overblown. I think Oracle in both the database and enterprise apps space have incredible history, domain knowledge of respective requirements and that with the right AI sitting atop, they could crush the enterprise B2B Ai race. Thoughts?

KC
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Am I the only one that thinks that Larry Ellison is actually Richard Boone from Have Gun Will Travel?

hitmusicworldwide
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I can unequivocally tell you that in the last 25 to 30 years not a single startup has said to itself "we need a database, we should go with Oracle".

nobodynever