Does Oracle have much growth of their core RDBMS database product? When I look at the software dev ecosystem right now it makes little sense to use Oracle for a greenfield project: everyone and their dog are using Postgres, even if Postgres wasn’t free it still saves you from Oracle’s onourus licensing obligations.
So perhaps Oracle sees that they’ve extracted all of the value from their RDBMS from companies that are free to choose alternatives - time to move into an industry sector with great potential for regulatory capture. So… I wouldn’t be surprised if we start to see a HIPAA-like regulation for healthcare info that coincidentally only Oracle DB complies with.
Does Oracle have much growth of their core RDBMS database product
Not really, and Oracle has clearly known that too for a decade.
They tried a pivot into cloud (they did a similar thing with Oracle Linux decades ago), and did a similar pivot into the Healthcare IT space over the past decade.
HIPAA-like regulation for healthcare info that coincidentally only Oracle DB complies with
It's a competitive space.
Epic, Microsoft, AWS, and other companies can also meet those RFCs.
Comments
Oracle Health has been HQed in Nashville since 2023 [0].
It seems to be a pivot related to Oracle's acquisition of Cerner a couple years ago.
After the JEDI fiasco, Oracle has gotten very deep in the Health IT space, which is a much slower and stickier industry.
[0] - https://www.beckershospitalreview.com/ehrs/oracle-health-mov...
Does Oracle have much growth of their core RDBMS database product? When I look at the software dev ecosystem right now it makes little sense to use Oracle for a greenfield project: everyone and their dog are using Postgres, even if Postgres wasn’t free it still saves you from Oracle’s onourus licensing obligations.
So perhaps Oracle sees that they’ve extracted all of the value from their RDBMS from companies that are free to choose alternatives - time to move into an industry sector with great potential for regulatory capture. So… I wouldn’t be surprised if we start to see a HIPAA-like regulation for healthcare info that coincidentally only Oracle DB complies with.
Not really, and Oracle has clearly known that too for a decade.
They tried a pivot into cloud (they did a similar thing with Oracle Linux decades ago), and did a similar pivot into the Healthcare IT space over the past decade.
It's a competitive space.
Epic, Microsoft, AWS, and other companies can also meet those RFCs.