>> WELCOME BACK MOVERS,
EVERYONE ORACLE IS BETTING ON
IT A FEW STRATEGIC AREAS
TO EXTEND ITS CLOUD POSITION IN
INTENSELY AND AND MARK
INHABITED BY TECH GIANTS.
LIKE OF COURSE AMAZON MICROSOFT
AND ALPHABET STEVE TO HEAVE IS
SENIOR
VICE PRESIDENT OF ORACLE'S
CLOUD INITIATIVES STEEPER TO
HAVE YOU ON THANK YOU SO MUCH
FOR HAVING ME THERE WAS A SENSE
OF THE COMPETITIVE ADVANTAGE
FEEL ORACLE HAS IN THIS VERY
KIND OF LANDSCAPE
RIGHT NOW.
>> I THINK WHEN YOU LOOK AT IT
IT REALLY GOES TO THE
COMPLETENESS OF OFFERING SONY
THINK ABOUT
CLOUD HOLISTICALLY FOR MULTIPLE
DIFFERENT PIECES YOU HAVE THE
APPLICATION LAYER AND THAT'S
WHERE
WE ARE HERE ARE 8 CM YOUR
SUPPLY CHAIN ALL THESE CORE
APPLICATIONS THAT COMPANIES USE
TO RUN
THEIR BUSINESSES OR DO SOME
REALLY IMPORTANT AND
DIFFERENTIATED THINGS AROUND
INTEGRATING NEW TECHNOLOGIES
LIKE AI TO THE APPLICATION
LAYER AND THEN THE APPLICATION
SITS ON THE PA FROM WHERE WE'RE
AT THIS IS WORK DATABASE LIVES
THAT DAY TO BASIC YOU
30 ANALYTICS INTEGRATION AND
THEN FINALLY THIS ALL RESTS
UPON OF SECOND SHOT
RATION INFRASTRUCTURE THAT WAS
REALLY PURPOSE BUILT TO HANDLE
THESE NEW TYPES OF WORKLOADS I
THINK WHEN YOU LOOK AT CLOUD
HOLISTICALLY IN ALL THE
DIFFERENT AREAS OF CLOUD WE
HAVE THE MOST COMPLETE SOLUTION
IN THE
MARKET TODAY AS CUSTOMERS THINK
ABOUT THEIR APPROACH THE CLOUD
IT REALLY THINK ABOUT IT IN
TERMS OF SILOS WERE 2
APPLICATIONS STOPPING
PLATFORM WEEKENDS. IT'S A
SINGLE HOLISTIC VIEW THAT WE
CAN HELP THEM LIVE FOR ALL OF
THESE COMPANIES.
>> CLOUD IS REALLY ONLY AS
STRONG AS THE DATA CENTERS AS
WELL THAT YOU'RE UNABLE TO
BUILD UP INFRASTRUCTURE LEE
ORACLE WHAT TO SOME OF THOSE
DATA CENTER INVESTMENTS WHY AND
HOW THEY CONTRIBUTE TO GROWING
OUT THE
MARKET SHARE GREAT GREAT POINT
WE ACTUALLY RECENTLY ANNOUNCED
THE OPENING OF THE THINK A AN
ADDITIONAL 20 DATA CENTERS BIT
WE NOW THE END OF NEXT
YEAR IT. ONE DATA CENTER EVERY
23 DAYS SO TAKING A REALLY
AGGRESSIVE APPROACH TO
EXPANDING OUR REGIONAL PRESENCE
BOTH IN FOR GOVERNMENT AS WELL
AS FOR COMMERCIAL A PUBLIC
SECTOR SPANNING THE ENTIRE
QUOTES OR MAKING AN INVESTMENT
THERE. WE RECENTLY NOW IT'S
HIRING 2000 NEW PEOPLE TO HELP
SUPPORT THAT
INFRASTRUCTURE BUSINESS AND
AGAIN WHEN YOU LOOK AT IT TOO
THAT'S WHAT ARE WE DOING
DIFFERENTLY RESUME ORACLE
TECHNOLOGY. THAT'S HIGHLY
SECURE THAT PERFORMS BETTER
THAN ANY OTHER THINGS OUT THERE
IN THE MARKET SO WE'VE TAKEN
A DIFFERENT PHILOSOPHICAL
APPROACH TO BUILDING OUR
INFRASTRUCTURE HER AND RIGHT
NOW WE'RE JUST LOOKING AT
SCALING THAT TO
MEET DEMAND.
>> YEAH, THERE WAS A BIG
CONTRACT OF COURSE A LOT OF
PROVIDERS ARE GOING AFTER WHAT
THE DEFENSE DEPARTMENT
>> ORACLES SO THOSE CHILDREN
COMPETE IN THAT SPACE WITH THE
PUBLIC SECTOR I THINK WITH
RESPECT WITH RESPECT I MEAN WE
DEFINITELY SERVE THE PUBLIC
SECTOR AS WELL AS THE PRIVATE
SECTOR ACROSS
THE BOARD. YOU KNOW LONG TERM
MAY NOT BE FOR DECADES WORTH OF
SERVING, YOU KNOW STAY LOCAL
COVER MEANT WE CONTINUE TO DO
SO WITH RESPECT TO THAT
CONTRACT. WE HAVE A VERY
STRATEGIC PARTNERSHIP WITH MIKE
THIS IS SOMETHING WE ANNOUNCED.
EARLIER THIS WORD YOU CAN
ACTUALLY MIGRATE ARE JOINING
MIGRATE OUR CUSTOMERS FILM THAT
NEW APPLICATIONS YOU CAN
ACTUALLY BE MICROSOFT ANALYTICS
ON TOP OF ORACLE DATABASE TO
TAKING A VERY
OPEN APPROACH TO DROP ABILITY
AS WELL AS MULTI CLOUD SUPPORT
FOR OUR CUSTOMERS OUT AND WE
THINK THIS BODES REALLY WELL
FOR OUR JOINT CUSTOMERS BOTH IN
GOVERNMENT AS WELL AS A PUBLIC
SECTOR, SO
I GUESS OF THAT JET I CONTRACT
THAT MICROSOFT IS ULTIMATELY
GETTING THERE STILL PORTIONS OF
IT THAT ORACLE COULD SEE
SOME TYPE OF BENEFIT FROM HIS
ANCHOR UP SLOWLY. I MEAN I
THINK AGAIN WHEN YOU LOOK AT
THE PARTNERSHIP WHEN YOU THINK
THAT IT'S A HYBRID CLOUD RIGHT
YOU'RE CONNECTING CLOUT ON
PRIONS ARE ACTING, MULTIPLE
CLOUDS AND IF YOU LOOK AT THIS
YOU KNOW WHAT WE'RE DOING WITH
MICROSOFT ERS
DEFINITELY POTENTIAL THERE FOR
OUR CUSTOMERS AS WELL AS WHAT
WE CONTINUE TO DO OUR OWN
PARTICULARLY AROUND YOU KNOW
DATA MANAGEMENT AND SECURITY
I THINK.
>> THE WORLD'S MOST IMPORTANT
WORKLOAD STILL RUN ON MARKLE
TODAY.
>> ABSOLUTELY AND SPEAKING OF
ENTERPRISE SOFTWARE COMPANY ONE
REPORT OF FROM MK AM AN ANALYST
THERE SAYING AMAZON COULD SOON
PASS ORACLE
AND THE SECOND BIGGEST
ENTERPRISE SOFTWARE COMPANY
BEHIND MICROSOFT HOW MUCH ARE
YOU TRYING TO INNOVATE ON THAT
SIDE OVERALL TO BE A A CLIENT
SOLUTIONS.
>> I THINK IT'S INTERESTING I
ACTUALLY DID READ THAT I WASN'T
QUITE SURE WHICH APPLICATIONS
THEY WERE TALKING ABOUT IF YOU
THINK ABOUT WE'RE TALKING ABOUT
IT EARLIER IF YOU THINK ABOUT
DR. P RATE CMA BY CHANGE THE
SUITE OF INDUSTRY APPLICATIONS
WE HAVE I'M NOT SURE.
AMAZON PLAYS. I THINK THEY WERE
TALKING IN THAT ARTICLE MAYBE A
LITTLE BIT MORE ABOUT THAT THE
BASE WILL TELL YOU TODAY WE'RE
LEADING IN APPLICATIONS.
ESPECIALLY SOME OF THE CORE
CLOUD APPLICATIONS LIKE ERP
THAT CUSTOMERS BUILD THERE
BUSINESSES ON SO WE HAVE CLEAR
LEADERSHIP IN THE CLOUD
APPLICATIONS SPACE WHICH WE
THINK IS HIGHLY STRATEGIC.
AND
DIFFERENTIATED SO WE DON'T SEE
AMAZON COMPETING IN THAT SPACE
ANYTIME SOON THEY JUST DON'T
HAVE THAT TECHNOLOGY. WHICH I
THINK IS ONE OF THE BENEFITS
THAT WE HAVE JUST VERY QUICKLY
HERE IN TERMS OF THE NEW DATA
CENTERS THAT ARE POPPING UP ANY
CHANGEOVER IN TERMS OF THE
BUILD OUT THE CHIPS THAT
YOU USE AND SOME OF THOSE
PROCESSING WAS AND THEN
ADDITIONALLY ON THE
ACQUISITIONS FRONT ORACLE SAPD
SALES FORCE THEY ALL CHOIR TO
GROW ARE THERE ANY ACQUISITIONS
IN THE FUTURE THAT YOU THINK
REALLY KIND OF
ADD ON TO YOUR ABILITY TO TAKE
ON MORE MARKETS ARE I THINK
FROM A DATA CENTER PERSPECTIVE.
WE JUST CAME OFF OF
OUR RESEARCH ORACLE OPENWORLD
WE HAVE 10'S OF THOUSANDS OF
CUSTOMERS JOIN US AND THERE WE
ANNOUNCED
A NEW EXIT DATA PRODUCT WHICH
IS LIKE SORT OF THE
FOUNDATIONAL CORE BUILDING
BLOCKS FOR OUR DATA CENTERS OUT
AND WE NOW IT'S YOU KNOW NEW
CAPABILITIES THERE TO MAKE IT
MORE SECURE MAKE IT PERFORM
BETTER
MORE RELIABLE. SOME
PARTNERSHIPS WORKING WITH THE
INTEL THERE AS WELL SO CONTINUE
TO YOU KNOW WE SOME OF SO THOSE
ARE CUSS AS WELL SO WILL OFFER
THEM FOR THE THOSE ON FROM
WE'LL USE IT TO BUILD OUR OWN
CLOUD I THINK FROM AN
ACQUISITION PERSPECTIVE IF YOU
KNOW WILL ALWAYS LOOK AT WHAT
MAKES SENSE FOR CONTINUE TO
FOCUS ON INNOVATING AND MEETING
CUSTOMERS NEEDS BUT
NORCAL HAS A HISTORY OF DOING
THAT AND I THINK IF THERE'S
SO