Cloud Wars CEO Outlook 2025 With Oracle’s Safra Catz

Highlights


Customer Boldness (00:21)


In previous keynotes, Catz has encouraged customers to be more
bold – and customers are responding to that. Oracle’s cloud
business is growing at a rate of 50% a year. “More and more of
our customers are willing to not only jump in with one foot but
their entire bodies because they’re getting more comfortable and
they’re also seeing that competition is moving,” Catz says.


“Transformation and transforming yourself and modernizing
yourself, that is not a destination; it’s a constant journey.”
Businesses are recognizing that they become more adaptable to
meet customer expectations when they embrace these new
technologies.


Multi-Cloud Agreements (04:25)


Multi-cloud agreements with Microsoft, Google Cloud, and AWS
kicked off in 2024. “We have always believed that the customer
should get to choose what they want to use and what environment
they want to run in and how to really advance their agenda,” Catz
expresses. Oracle doesn’t believe in building walls or trapping
customers; being open to this idea is central to Oracle's
success. Because Oracle Cloud has different capabilities, the
company has been able to collaborate with other providers to make
their offerings work together to best meet customer needs.


Healthcare Industry Offerings (08:55)


Oracle has put extra energy into its industry suites,
particularly for the healthcare industry. It aims to be able to
handle everything from clinical trials to inventory to nursing
schedules and more. At a recent health summit, Oracle launched
new AI-powered capabilities for healthcare. While the company
competes in several industries, Oracle acquired Cerner because
“we knew that we needed to bring healthcare into the 21st
century.”


Larry Ellison previously shared that “we can’t do it alone.” This
means partnering with customers and being open to partner with
other companies to apply their capabilities to ensure a quality
customer experience is being delivered for patients, doctors,
administrators, and others in the healthcare industry. “Do more,
spend less doing it – that’s our job, to give them that ability,”
Catz summarizes.


Revenue Goals (17:06)


At its financial analyst meeting last fall, Oracle released its
vision for $100 billion in revenue a few years out. Catz
describes what that will look like within Oracle and how
customers will contribute to the company achieving those figures.
“We’re telling you now, every year is going to be bigger and
accelerating more,” Catz says. “The way that that curve works –
it’s almost unstoppable once it starts.”


Cloud Data Centers (22:30)


Oracle has been developing cloud data centers that are “small
enough to go on a ship” as well as what Ellison has called the
world’s largest data centers, Evans notes. This will be important
to Oracle customers in the coming years and beyond because “it
gives them flexibility,” Catz explains. “We can start at any size
and expand as they need it.”


Ellison and New Products (24:59)


2024 was a busy year for Ellison and 2025 will continue in the
same manner. “This fellow does not rest,” Catz says. The Oracle
team loves the new capabilities and new product lines that
they’ve been rolling out to customers that there are no signs of
slowing down.


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