Oracle (ORCL) took addition attempt at Amazon’s ascendant billow business, and claimed its own battling billow is accepting share.
“Amazon’s infrastructure, to be actual blunt, is old,” Answer co-CEO Mark Hurd said Tuesday at the Goldman Sachs Technology and Internet Conference in San Francisco. “Ours is newer and fresher.”
Oracle has been arena catch-up in the billow in contempo years, afterwards falling abaft Salesforce and Workday in applications and abaft Amazon Web Casework and Microsoft (MSFT) in billow infrastructure.
Yet, both Hurd and Answer co-founder Larry Ellison accept insisted that the aggregation is now a billow leader.
“We awash added billow alternating acquirement than anyone in the industry, bar none,” Hurd said.
In the division concluded in November, Answer appear 62 percent advance in billow acquirement to $1.05 billion. That amplification has appear as the company’s software and accouterments businesses accept declined, abrogation absolute acquirement collapsed year over year.
Meanwhile, sales at AWS jumped 47 percent year over year to $3.5 billion in the fourth quarter.
Still, Answer is confident.
Hurd said that barter of Oracle’s acceptable databases aren’t activity to move that assignment over to AWS’ aggressive services. He accurately alleged out AWS database articles Aurora and Redshift, which businesses use to administer abstracts in Amazon’s (AMZN) cloud.
By Hurd’s estimate, a “very small” cardinal of companies are activity to move from an on-premise database (SQL is the one he named) to AWS, in allotment because that abstracts is again bound to Amazon he said.
“Those databases are the best proprietary in the world,” Hurd said. “I’m absolutely bound into this space.”
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