Comment by sellmethepen

There's more to it than just pure databases. They have a pretty large vertical of SaaS apps, specifically ERP. Oracle Saas (their ERP platform) is used by thousands of customers - these are systems implemented with SI's and run super critical functions like payroll, manufacturing, etc really hard to rip out once they're put in place. This has been fueling their growth for some time, and seems like OCI is picking up now from a pure infra POV. But yeah I don't think I'd ever use any Oracle components voluntarily or at the very least find ways to have exit paths