[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AlphaSense [@AlphaSenseInc](/creator/twitter/AlphaSenseInc) on x 24.8K followers Created: 2025-07-14 14:17:05 UTC Interview with industry expert on $ORCL's strategic rise in multi-cloud AI era ( $MSFT, $AMZN, $GOOGL, $MDB ): - The expert emphasizes that $ORCL’s long-term growth is significantly underestimated, driven by several underappreciated factors. $ORCL's cloud platform has quietly matured, underscored by its $30B deal with OpenAI, proof of growing credibility in enterprise AI infrastructure. Additionally, roughly XX% of $ORCL's extensive customer base still runs on-premise, contributing steady, high-margin maintenance revenue. These legacy clients are central to $ORCL's “Cloud First” strategy, and their gradual migration to the cloud presents a powerful, built-in growth engine for the years ahead. - The expert believes $ORCL has taken a smart and pragmatic path to become a growing threat to the hyperscalers, not by trying to outscale $AMZN, $MSFT, or $GOOGL, but by partnering with them. Realizing it was too late to catch up purely on infrastructure, $ORCL pivoted to a differentiated strategy: embedding its industry-leading $ORCL Database directly into hyperscaler environments. - This strategic shift addresses a key pain point for enterprises locked into $ORCL's database but invested in another hyperscaler. By enabling seamless integration across clouds, $ORCL removes friction and expands its reach without needing to build the largest infrastructure footprint. The expert views this as a decisive move that accelerates $ORCL's relevance in the multi-cloud era. - The expert highlights that despite interest in alternatives like Postgres and $MDB, $ORCL's database still holds a clear technical lead, especially for complex enterprise workloads. Several large organizations attempted migrations to open-source databases to escape $ORCL's high support costs but ultimately failed. While basic app migration was possible, these alternatives couldn’t handle advanced data manipulation, analytics, or performance at scale. - The expert also points out that even $SAP one, of $ORCL's top rivals, still sees more of its apps running on $ORCL Database than on its own HANA platform. This underscores $ORCL's enduring dominance and technological edge in enterprise data infrastructure. - The expert advises investors to focus on two key areas: RPOs and the $ORCL Health. While RPOs signal future revenue, under-consumption of committed cloud units could lead to renegotiations and slowed growth. $ORCL and partners are under pressure to drive adoption, making RPO follow-through critical. Meanwhile, the Cerner acquisition, intended as a deep integration into $ORCL's cloud, has been slower and messier than expected. The expert sees $ORCL Health as a potential game-changer, but only if the company can fully deliver on the integration and go-to-market execution.  XXXXX engagements  **Related Topics** [amzn](/topic/amzn) [msft](/topic/msft) [open ai](/topic/open-ai) [$30b](/topic/$30b) [longterm](/topic/longterm) [$msft](/topic/$msft) [coins ai](/topic/coins-ai) [$orcls](/topic/$orcls) [Post Link](https://x.com/AlphaSenseInc/status/1944763080971309469)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
AlphaSense @AlphaSenseInc on x 24.8K followers
Created: 2025-07-14 14:17:05 UTC
Interview with industry expert on $ORCL's strategic rise in multi-cloud AI era ( $MSFT, $AMZN, $GOOGL, $MDB ):
The expert emphasizes that $ORCL’s long-term growth is significantly underestimated, driven by several underappreciated factors. $ORCL's cloud platform has quietly matured, underscored by its $30B deal with OpenAI, proof of growing credibility in enterprise AI infrastructure. Additionally, roughly XX% of $ORCL's extensive customer base still runs on-premise, contributing steady, high-margin maintenance revenue. These legacy clients are central to $ORCL's “Cloud First” strategy, and their gradual migration to the cloud presents a powerful, built-in growth engine for the years ahead.
The expert believes $ORCL has taken a smart and pragmatic path to become a growing threat to the hyperscalers, not by trying to outscale $AMZN, $MSFT, or $GOOGL, but by partnering with them. Realizing it was too late to catch up purely on infrastructure, $ORCL pivoted to a differentiated strategy: embedding its industry-leading $ORCL Database directly into hyperscaler environments.
This strategic shift addresses a key pain point for enterprises locked into $ORCL's database but invested in another hyperscaler. By enabling seamless integration across clouds, $ORCL removes friction and expands its reach without needing to build the largest infrastructure footprint. The expert views this as a decisive move that accelerates $ORCL's relevance in the multi-cloud era.
The expert highlights that despite interest in alternatives like Postgres and $MDB, $ORCL's database still holds a clear technical lead, especially for complex enterprise workloads. Several large organizations attempted migrations to open-source databases to escape $ORCL's high support costs but ultimately failed. While basic app migration was possible, these alternatives couldn’t handle advanced data manipulation, analytics, or performance at scale.
The expert also points out that even $SAP one, of $ORCL's top rivals, still sees more of its apps running on $ORCL Database than on its own HANA platform. This underscores $ORCL's enduring dominance and technological edge in enterprise data infrastructure.
The expert advises investors to focus on two key areas: RPOs and the $ORCL Health. While RPOs signal future revenue, under-consumption of committed cloud units could lead to renegotiations and slowed growth. $ORCL and partners are under pressure to drive adoption, making RPO follow-through critical. Meanwhile, the Cerner acquisition, intended as a deep integration into $ORCL's cloud, has been slower and messier than expected. The expert sees $ORCL Health as a potential game-changer, but only if the company can fully deliver on the integration and go-to-market execution.
XXXXX engagements
Related Topics amzn msft open ai $30b longterm $msft coins ai $orcls