enterprise sales leadership from Azure

> Yes, but, well... why do they need to do that at all Because the ERP and EHR market is almost entirely dominated by SAP and Epic. Frankly, the Cerner bet was already a bad bet when they took it in the early 2020s as was NetSuite to a certain extent. No business has an obligation to hire you in perpetuity. Similarly, you have no obligation to remain at a company you don't like. > Although... >> All of this is happening even as the company posted a 95% jump in net income — reaching $6.13 billion — last quarter. Which is largely attributed to the growth in spend on Oracle Cloud. --- I work in this industry and once you remove the AI washing, much of Oracle's current strategy is around building a hyperscaler business that is comparable to GCP and Azure in size. Already over the past 2 years I've seen 2 fortune 500s completely shift off AWS or Azure to Oracle Cloud because of better terms and strategic hires by Oracle Cloud. Edit: can't reply > Thanks for explanation No worries! Infra, Enterprise, Cloud, and Cybersecurity has a very different dynamic from other businesses > And still they were trying to compete, weren't they Sure, 5 years ago. But not anymore. > Why have their cloud services are suddenly started to make more money, roughly speaking Becuase around 2-3 years ago Oracle Cloud began strategically hiring enterprise sales leadership from Azure, AWS, and GCP with preexisting relationships with F1000 accounts who were getting hit by contract renegotiations from the other 3. > what exactly pushed them to do it right now The "SaaSpocalypse" [0]. Basically, non-market leading Enterprise SaaS products cannot justify their current prices and valuation because the choice is to now either buy best-in-breed at a significant discount or build in-house working with a systems integrator for Anthropic, OpenAI, or Gemini. If you weren't already a market leader in your specific segment of Enterprise SaaS you are most likely going to see your dealbook reduce significantly over the next 2-4 years as customers shift to dominant market players who are offering significant discounts to stave off a "build with Accenture/WITCH+OpenAI/Anthropic" disruption. [0] - https://techcrunch.com/2026/03/01/saas-in-saas-out-heres-wha...