Youre out of date. The revenue numbers from cloud infrastructure (iaas) are HUGE the past few years. DB licensing etc are mixed in to “ Cloud services & license support” so it is hard to pull out. But youll notice that:

- “iaas” (OCI) is growing 50% yoy and the bulk of the revenue. - “cloud license and on prem license” (new software licensing) is $5B or ~10% of the segment - ERP, peoplesoft etc arent broken out but are also very large in their market categories.

I know they were pushing cloud very hard, and it was nice to see they were offering a lot of free tier to developers. What has been a surprise to me this year is working in the UK with certain enormous clients that they are still choosing Oracle products for new implementations which I was not expecting.