Partner Interview
Published May 7, 2025
Oracle: Cloud Growth and Strategic Differentiation
inpractise.com/articles/oracle-cloud-traction-and-strategic-differentiation
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Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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That's because of the way the infrastructure is set up, where there is more segregation between customers and the infrastructure?
It's not just about segregation. Inside most public cloud providers, you might have a physical machine with 48 cores of CPU, for example. However, you may sell 60 or 70 cores worth of virtual CPUs to your customers because it's unlikely they will need all 70 cores simultaneously. This oversubscription improves profit margins.
This is a snippet of the transcript.to get full access.
That's because of the way the infrastructure is set up, where there is more segregation between customers and the infrastructure?
The challenge arises when everyone needs the resources simultaneously, causing performance issues for all customers. This is not transparent to them as to why.
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You mentioned Cisco. Can you provide examples of competitive wins against AWS, Azure, and Google Cloud Platform (GCP)?
Cisco was one, and Zoom was another. Zoom was an AWS customer during the pandemic, and they needed more performance and to scale very quickly. At that time, AWS didn't have enough capacity to meet their needs.
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