In this ESG On Location Video, ESG's Mark Peters and Nik Rouda report on their insights from Oracle Open World 2016. Also interviewed is Chuck Hollis of Oracle.
Announcer: The following is an ESG On Location video.
Mark Peters: So welcome once again to another Oracle World, swarms of red, sways of red carpet, no doubt a red carpet shortage around the rest of the world. I wondered what we were going to get this year. We've got square turrets rather than the round turrets of the last couple of years. Sunday was Larry with a bunch of announcements. Monday was Mark Hurd sitting behind a desk like a professor giving us a history lesson. Was this all a sign? Had Oracle gone all kind of normal on us? Not quite.
There was indeed lots of change in the air, and I don't just mean Oracle continuing to double down on cloud - It is apparently the world's fastest growing cloud company - or the great emphasis on security. These things are important. I mean the way that Oracle went about business here and is going about business. Larry's second general session was devoted to, I guess one would call it, an exposé on Amazon, very direct attacks, but also it seemed to be very much based on fact and with a little humor, a little different than what we've seen before. The other thing that really struck me is the way that Oracle is adapting to new ways of doing business, partly driven by the focus on the cloud, but also, I think, an understanding that it can't carry on with some of the less, how shall we say, attractive contractual practices that it has been famed for in the past. It's not just changing those. It's talking about the fact that it's changing them and that's just as significant.
Oracle and this show are way too big to cover everything in a short video, but I wanted to give a flavor for if you like both sides of the company. I got some time with Chuck Hollis, SVP of the infrastructure group. I asked him to describe what's happening, what are the key takeaways on the infrastructure side of the business.
Chuck Hollis: Oracle is showing customers this very rational way to build an application infrastructure architecture and choose how you consume. For starters, there's the public Oracle infrastructure cloud, enterprise infrastructure as a service designed to work the way enterprises work. If you're thinking about on premises, we have our engineered systems that are optimized around database applications and analytics all with precise compatible equivalence of the public oracle cloud. And finally there's this new idea of a cloud machine where we've taken the public Oracle cloud and packaged it in such a way that we can deliver on the data center floor - same functionality, same operation model, same pricing. All the sudden, we have some very interesting choices for enterprise architects as they think about how they bring cloud agility and cloud economics to their enterprise application portfolio.
Mark: And of course, it's not just about infrastructure, as much as some of us might like it to be so to hear from, if you like the other side of Oracle, here is my colleague, Nik Rouda, to talk about the data management side of things.
Nik Rouda: For me, it's been an interesting event to see all the things that Oracle is now doing in the big data and analytic space, and it's quite a list. Not only are they covering their bases in terms of deployment models. Of course they have cloud services, been the big emphasis here, they have traditional engineering systems, you can do software only run it where you like or now you can do cloud on premise, lots of different options in how you want to consume big data and analytics from Oracle. The whole Oracle platform for big data has expended quite considerably starting with the big data appliance several years ago and adding no sequel capabilities, they now have - deep breath - Oracle Exadata cloud service, a big data cloud service, big data cloud service compute edition, No sequel database cloud service, Big data SQL cloud service, a big data preparation cloud service, GoldenGate as a cloud service, data flow ml, data integration is a cloud service a Big Data discovery cloud service, Our Advanced analytic service for Hadoop, Big Data Spatial on graph, IOT cloud service, an Event hub, Log analytics and IT analytics, again as a cloud service. What this all means is Oracle is covering the bases pretty comprehensively if you look at database, data warehouse, analytics and all the big data solutions I talked about, and look at all of the different liberty models together, there's nobody else who can do all that.
Mark: So what do we take away from this year's event? There was the usual assertive style of Oracle. There were loads of announcements, this massive breath to the company that we know about, but I think there's something else that's really important. It would be easy, and I think mistaken, to assume that it's just all about the cloud. There's a great line for anyone who likes for anyone who likes Dead Pool, as one example, where the character breaks the fourth wall, but breaks it, the fourth wall within the fourth wall and goes, "Oh my god, you know...It's like 16 walls." Well, is Oracle doubling down on its doubling down on its doubling down on cloud? I don't think so.
There's more to it right now, and I think that more to it right now, and I think that more is something that Nik referred to as choice. You can be old-style Oracle, you can be what I'm now going to call Oracloud, or you can be this other thing in between which is the cloud@customer idea. No one else has such breath and such choice, and for Oracle, that's a real departure.