Do Developers Prefer Oracle over Its Peers?
Earlier in the series, we discussed Oracle’s (ORCL) position in the IaaS (infrastructure-as-a-service) and PaaS (platform-as-a-service) spaces and compared its market share, revenue, and growth rate to those of its peers. Oracle’s PaaS and IaaS cloud offerings revenue, despite being at a smaller base of ~$416 million, has grown less than the revenues of top players such as Amazon (AMZN), Microsoft (MSFT), and Google (GOOG). While Google has reported growth of 120%, Microsoft’s cloud offerings have grown 98% on a YoY (year-over-year) basis.