Infrastructure as an Anchor
Oracle's race to the cloud has offered multiple successes to its investors and some disappointment as well. No transition of this magnitude can be expected to run like clockwork, but the difference between revenues for Oracle's SaaS apps for last quarter, $1.1 billion, and those for its IaaS apps, at $396 million, should at least get you thinking. There's a good explanation, and it's surprising that the company hasn't done more to provide guidance to its financial analysts -- but then again, the purpose of reporting your finances is just that.