Analyst Commentary

Oracle increases transparency as cloud confidence builds

New reporting offers greater insight into the individual performance of Oracle’s SaaS and PaaS businesses

Oracle’s (NYSE: ORCL) FY4Q17/CY2Q17 earnings release provided unprecedented insight into Oracle’s financial performance and ongoing transformation into a cloud-first vendor. As the company reported cloud SaaS revenue and costs separately from PaaS, and moved PaaS into the same line item as IaaS, we gained insight into all three cloud businesses simultaneously. Although shy of the $1 billion mark, Oracle’s SaaS bu...

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