Report
Rodney Nelson
EUR 147.86 For Business Accounts Only

We think Oracle has its work cut out for itself as it plays catch-up in the cloud.

We came away from Oracle’s OpenWorld conference and analyst day with new insights into how the company is approaching the secular shift to cloud computing. The most surprising move came in the unveiling of the company’s next-generation infrastructure-as-a-service offering, which management alluded to on its first-quarter conference call last week. Previously, Oracle had been reticent about the idea of competing directly with public cloud behemoths Amazon and Microsoft, but it appears Oracle will...
Underlying
Oracle Corporation

Oracle provides products and services that address enterprise information technology (IT) environments. The company's products and services include applications and infrastructure offerings. The company's cloud and license business engages in the sale, marketing and delivery of its applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings; and its cloud license and on-premise license offerings. The company's hardware business provides Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Rodney Nelson

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