They could keep trying, I suppose. FWIW they've been in the cloud business since the 2000s. They and IBM were some of the few who were in that business early, and even then their respective reputations preceded them. (This was before XEN, widespread adoption of virtualization, and a slew of other DC techs that democratized using the cloud.) I would imagine they both got enough fortune-whatever companies onboard to earn good money, but neither are market leaders today. Just spitballing, but I'd assume their cloud customers are all companies who buy other stuff from them.
Exactly. With the hostile takeover of PeopleSoft, Oracle bought themselves a number of huge customers who are disinclined to change ERP systems on anything other than decade-long timelines. It has evolved and is now cloud...ish, so they can certainly talk themselves into being perceived as a “leader.” (Even though they’re not really cloud-native in the way that Workday, Salesforce, or others are.)
