Analyst Commentary

Oracle’s BYOL options create growth opportunity for both cloud and “on-premises” technology

BYOL options reinvigorate Oracle’s database and middleware license revenue

Oracle’s (NYSE:ORCL) FY2Q18/CY4Q17 earnings release reported 55% year-to-year growth in Cloud SaaS revenues, nearing $4.5 billion in annual run rate, particularly driven by growth in ERP and HCM uptake. Oracle executives noted they expected $2 billion in new SaaS subscriptions over the next four quarters, implying SaaS revenues of over $1.6 billion by 4Q18. With hardware declines in excess of 7% year-to-year, Oracle still managed to deliver mo...

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