The gray area is how one counts revenue as cloud or non-cloud. Some software can be used in both modes, and the question is how one categorizes them. For example, Microsoft Office 365 can be used in cloud (in style of Google docs) but it can be installed locally. The gray area affects many firms, and is not isolated to Oracle.
Here is an article that may help:
http://www.theregister.co.uk/2016/01/18/cloud_sparks_boom_in...