I read something similar on a German IT news site a while back. It claimed that Oracle's sales people pressured customers into buying cloud services, and if the customers did not "comply", they were threatened with a license audit that apparently included suspending the customers' licenses until the audit was completed. And if your ERP system is supplied by Oracle, or the database your ERP system runs on (or your financial accounting package), that means you can basically shut down your company until the audit is complete.