as i understand it, oracle mostly sells to executives above it management, but there are also lots of executives in it management who aren't as concerned about the survival of their company as they are their own careers. it's hard to point to cases where company failure can be specifically pinned on oracle licensing fees, but since a company running on oracle can never switch away, ultimately there's no reason for oracle to leave any profits for the company shareholders when they could simply extract them in licensing fees. unless the company has pre-existing licensing contracts in place, i guess, and successfully defends them — which it won't be able to do if it fails oracle's licensing audit, and obviously copyright infringement is ubiquitous in every company, so most will fail, and then oracle can alter the deal