It also could be that Oracle realized the customers had some degree of perceived lock-in, so they jacked the price up to milk the customers dry on license renewal time. The customers paid once because they had little alternative, but started their transition to something new as soon as they could. The well will run dry quickly. They do the same thing with Oracle DB license audits, and burned CIOs pay the penalty and instruct their teams to start removing as much Oracle as they can as fast as they can so it doesn't happen again.