well, they need to move to the cloud fast
but they are already kind of there, they own NetSuite which is the number 1 cloud ERP
they also own Oracle ERP which is another top 5 cloud ERP
they own peoplesoft/jd edwards and all their clients
they next to SAP, own the enterprise apps market and unlike SAP, they seem to be serious about competing with AWS ans Azure, Oracle OCI, see to get niece reviews
So how long will it take for Oracle to be irrelevant, if OCI and NetSuite continue to move in the right directions, for as long as people have money