Meaghan McGrath

On Tues at 5pm, @SAP’s Richard Primm got a text from a client asking for help to find 500 hospital beds. With @SAPAriba he connected the company with a vendor within 30 min. An amazing example of the power of #tech in times of crisis: businessinsider.com/how-digital-is…

As #Alibaba Cloud continues to prove itself as a relevant public #cloud PaaS & IaaS challenger, @TBRinc is launching a new report focused on the vendor to provide subscribers with ongoing insights into the business’ performance tbri.com/press-releases…

@phildunn Yes, that majority of analysts & press aren't digging into the published supplements that separate Azure growth from the other products you listed.

@MMcGrathTBR A majority of analysts & press consider #Microsoft's "Intelligent Cloud" to be AzureCloud Revenue yet consists of public, private & hybrid server products & cloud services incl: MSQL Server, Windows Server, Visual Studio, Azure, Premier Support Services & Consulting Services.

More changes to #Oracle's reporting structure... this time hiding cloud and license dynamics within aggregate segments. Ambiguity could very well be indicative of performance issues.

@phildunn Not saying BYOL isn't successful; IMHO it will be a KEY to ORCL long-term success. But as it stands, the bulk of support rev is not BYOL-related and it's not a valid reason for the aggregation. If legacy IaaS is going away & NetSuite gaining traction, aaS was about to improve.

@MMcGrathTBR IMHO BYOL has been bigger success than expected as its allows customers to take Oracle Database licenses onto almost any cloud, riding the Cloud surge & clearly the licensing & support rev needs to be captured. IaaS/PaaS/SaaS details drove excessive unnecessary quarterly scrutiny

My take on #Oracle's earnings: once-important cloud segments hidden in recurring revenue aggregation; no value or insight added in doing so. More thoughts here: tbri.com/analyst-perspe…

@phildunn Yes, a bit more verbal clarity from the call so far, but overall still less transparent, especially on the various cloud segments. Good success noted in many areas, but the SaaS goals that were so important to Oracle a year ago now can't be measured

@MMcGrathTBR FYI. The 4th Qtr Earnings conference call starting soon.. bit.ly/2JXCa3S and I found more details in the SEC 8-K filing bit.ly/2JY6RWr

@phildunn Yes, they're not alone in aggregating segments, but MSFT gives supplemental info that goes much deeper and identifies commercial cloud revenue. Odd timing for Oracle as SAP becomes more transparent and Oracle recently pinned exec goals to SaaS, PaaS&IaaS performance..

@MMcGrathTBR Seems more like they are following Microsoft's way of reporting like Intelligent Cloud (consisting of Windows Server, SQL Server, System Center, Azure Cloud, Enterprise Services, and Enterprise Mobility).

#AWS’ revenue expansion outpaces peers like #Microsoft #Azure with widespread #machinelearning and database uptake tbri.com/analyst-perspe… #cloud

#Oracle #cloud growth softens between acquisitions and platform maturation tbri.com/analyst-perspe…

#AWS’ innovation propels more #cloud growth and still manages to expand profits tbri.com/analyst-perspe…

#Enterprise messaging takes root to propel #GoogleCloud to $1 billion tbri.com/analyst-perspe…

#ServiceNow refines #customersuccess to further land and expand efforts tbri.com/analyst-perspe…

w/ few prod anncmts ahead of re:Invent, #AWS still manages to dominate #AMZN fin. performance, eclipsing $1B profit bit.ly/2gI3ENZ

Most of my conferences this year have focused on automation as security play; I can see the benefits but question market readiness #OOW17

"more automation means higher security, but you've got 2 B willing to pay less... automation costs less & does a better job" -Ellison #oow17

#Oracle's Ellison 2 keynotes hammer a) AWS to get across autonomous #DB benefits & b) Equifax hack to build relevancy of automated #security

@CMooshian personally have bad connectivity, but otherwise things are a bit less hectic this year -- biggest announcements: autonomous DB & security