It's fascinating to have these figures to hand regarding Oracle's growth in these areas, but I'm keen to see more about Oracle's relative market share projections for the future.
It's still very much unknown how competitive the market place will be once Cloud is de rigueur compared to during this transitional phase, and no doubt there will be further acquisitions still to come. How easy will it be for clients to switch suppliers as this market segment grows and new firms (one very much expects) continue to enter the fold?
Growth in the SaaS and PaaS business has been accelerating in recent years as CEO Safra Catz quoted 20% growth in 2014, 34% in 2015, and now 52% over the course of FY 2016. Q4 gross margin for SaaS and PaaS was 57%, up from 40% during the same period. The progress of the business would appear to be making healthy progress, and Catz does not seem to be content with the current growth levels. The team have ambitions to raise gross margin to 80% in the mid-term, as well as seeing cloud year-on-year revenue growth for Q1 FY 2017 of 75% to 80%.