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Oracle is bluffing in the cloud market to cover up its despair in the database

via:博客园     time:2018/2/7 13:42:00     readed:764

Oracle is an excellent database for former enterprise applications, but it is not suitable for modern large data applications.

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Oracle doesn't usually express its admiration for itself, but the company is paying attention to Amazon's Web service to a level everyone knows. Whether at a OpenWorld conference or an analyst briefing, Oracle doesn't seem to be talking about anything other than AWS two years ago.

Not long ago, Andy, head of Oracle's database,

It is true that Oracle needs to be in this situation, because, as Gartner analyst Merver,

Oracle's database business has gone from bad to worse

In view of the great changes in data over the past ten years, the largest threat to Oracle's database supremacy seemed to come from the NoSQL group. For decades, traditional relational databases (arranging data in an orderly row and column) provide us with good services. With the number of data types and the speed change (that is, the so-called big data of the three V), a relational database management system (RDBMS) prestigious seems out of date.

That may be true, but that doesn't mean that companies will be able to move away from RDBMS to the flexible model offered by NoSQL. As Adrian puts it:

And it was painful to do so. Adrian concluded:

But for new applications, ranging from NoSQL to database, cloud database facing more and more fierce momentum of the time. In 2011, Oracle, Microsoft, IBM, SAP and Teradata (Teradata), the five largest database developers, accounted for up to 91% of DBMS revenue. By 2016, the number dropped to 86.9%. Although this does not seem to be a sharp decline, the market value of the database is about $34 billion. A drop of a few percentage points is a big deal, after all, it involves a lot of cash.

Adrian noted, in particular, that as for Oracle, its market share has been declining every year since 2013. Yes, its share is still around 40%, which is about twice the size of No. 2 Microsoft. Microsoft's share grew every year over the same period. Oh, and AWS? Adrian specifically pointed out that AWS

No, we don't see a sharp decline in Oracle's database revenue. But this may not be because its customers are still loyal to the head of the database. Instead, they may just continue to pay for what they actually do not use. A recent Rimini Street survey shows that up to 74% of Oracle customers run database instances no longer officially supported, while half of Oracle customers are not sure why they are paying for things. These customers may be supporting the full maintenance cost for the shrink Version (which means they spend money, but they can't get the update, repair procedure or security reminder).

As for new applications, NoSQL and AWS are out of the wind

Adrian stressed that as for the new applications, non-cloud NoSQL is preempting a significant chunk of non-relational databases, such as .Mark Logic and MongoDB, now generating $268 million a year, a figure in the middle of double digits.

However, this is not enough to be afraid of Oracle. Although the largest and fastest growing vendors of non relational developers are: Cloudera has annual growth rate of 40% over the past few years, but it still takes many years to reach a $1 billion mark. This growth rate is very high, but the Cloudera is not AWS, stride forward singing militant songs is AWS.

That's why Oracle is afraid of AWS, and this fear is justified.

Ovum analyst Tony

At the same time, its database products are the fastest growing service. Most of the AWS databases used by customers are used for new applications (the new applications are growing much faster than the old ones, which are mainly Oracle). It's Andy, CEO of AWS.

Oracle is an excellent database for former enterprise applications, but it is not suitable for modern large data applications. In response to these new applications, Amazon will continue to swallow up the market share of Oracle, swallowing $1 billion each time. This will encourage Oracle to focus more on AWS, but stare at the opponent as if it can't solve the problem.

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