Given the history of their business model being licensing of important databases that are hard to switch off of, I've actually made a point to avoid using Oracle as much as possible (even so far as to leave MySQL when they acquired it, and I've never started a fresh project in Java, which they used to drive a lawsuit they had with Google).
From my chair, they make an expensive database they try to sell to golf executives. There are innumerable equal (better?), free alternatives, and most startups are founded by broke coders in bedrooms that choose those instead and stick with the devil they know. And they have an un-competitive cloud service? Enlighten me on what I would use Oracle for, I'm genuinely curious.
A very long time ago (circa 2000) there were basically 2 databases that worked for use cases where you needed high availability and vertical scalability and those were Oracle and Sybase and Oracle was really the only game in town if you actually wanted certain features like online backups and certain replication configurations.
At the time, MySQL existed and was popular for things like websites but had really hard scalability caps[1] and no replication so if you wanted HA you were forced to go to oracle pretty much. Postgres also wasn't competitive above certain sizes of tables that seem pretty modest now but felt big back then, and you used to need to shut postgres access down periodically to do backups and vacuum the tables so you couldn't use it for any sort of always-on type of use case.
Oracle also had a lot of features that now we would use other free or cloud-hosted services for like message queues.
[1] in particular if you had multiple concurrent readers they would permanently starve writers so you could get to a situation where everyone could read your data but you could never update. This was due to a priority inversion bug in how they used to lock tables.
To get to the level of scale that oracle can handle we had to build sharding and cluster replication from scratch. It still didn’t get to even 1/10th of a single oracle node. Obviously we made a lot of poor architecture decisions as well - in hindsight, of course.
You had to be careful with MySQL back then as constraints were syntactic sugar but not enforced. PostgreSQL was indeed much tougher to manage but more full-featured.
I think even back then you were usually better off with distributed databases running mysql or postgres over Oracle. Although people liked to think a giant Oracle db was better.
Naturally our customers aren't companies that care about HN audience.
... and both of them were Postgres.
I used it in the late 90s for the backend for websites written in PHP3, but everyone said this was ridiculous and silly and don't you know that everyone's using the MySQL thing.
So I used this MySQL thing, but by about 2005 I'd gone back to powering my lawnmower with a 500bhp Scania V8 because I just preferred having that level of ridiculous overkill in an engine.
Nowadays? Key/Value store in RAM is probably fine for testing -> Sqlite is often Good Enough -> Ah sod it, fire Postgres into a docker container and warn the neighbours, we're going down the Scanny V8 route yet again.
Oracle buys smaller enterprise companies with rich customers that were already using Oracle DB, or makes them rely on it, then cashes in on licensing.
So for example, they bought Micros (most EFTPOS terminals in the world are powered by them, I think), they bought Cerner (big supplier of IT to healthcare companies), they bought PeopleSoft. If your big company isn't using SAP, it's probably using that. Mundane but essential things for large businesses: CRM, ERP, payroll/HR.
So that's what you'd use Oracle for. Or perhaps you wouldn't use Oracle, then Oracle would buy your IT supplier and either you have to change your IT supplier (costing you millions) or congrats you're an Oracle customer now.
The only developers I know who write Java full time work in systems that take pictures of things from far away.
There are vibrant java user's groups all around the world. There are many java community conferences. The most recent redmonk language rankings[0] show java at #3.
The world is big :) .
0: https://redmonk.com/sogrady/2025/06/18/language-rankings-1-2...
We all have different circles. I work for a bank and the bulk of the LOB code here is Java (or something that runs under a JVM). There are no Oracle databases as far as I know, but my visibility is limited.
Also, Oracle Applications for things like HR.
We have Oracle blocked at the router (!) to prevent anyone downloading the Oracle JDK and incurring the wrath of Oracle licensing.
Typically I see folks using the Amazon Corretto java distribution.
Both Java and C#/.NET are super-popular in Enterprise land, with the choice between them mainly being if the enterprise is a Microsoft shop or not.
Everything SAP touches is written in Java too, and it's boring old payroll stuff. There's the entire Android user interface with millions of Java-only app developers.
Oracle may well be in bed with the spooks, but it's not a Java-specific thing.
It sounds like your personal anecdote is particularly uninformative then.
This can’t be a serious comment. I’d say probably half the world‘s B2B and enterprise runs on Java. Especially in Europe.
Huh??? Google, the search engine part, is written in Java as far as I know. Yandex uses Java extensively. Odnoklassniki, once second most popular Russian social network, is written in Java. Banks like Java. Android apps are written in Java (and Kotlin, which I consider an abstraction over Java).
And that's only what I can remember right away. A sizable chunk of the world runs on Java.
and if you hire an offshore outsourcing company, odds are that they will insist on something java (spring) based, as that's where their experience is
Why would go $58B in debt to support a new feature that no one will want after alienating everyone above?
Short term shareholder equity gains during an over exuberant hype cycle you do not know when might repeat.
"As long as the music is playing, you've got to get up and dance." -- Citigroup CEO Chuck Prince (symbolizing Wall Street's reckless persistence in risky lending despite signs of a market downturn)
The Overvaluation Trap - https://hbr.org/2015/12/the-overvaluation-trap - December 2015
> The trap is an almost inevitable consequence of what many managers might regard as a blessing, because it occurs when the capital markets overvalue a company’s equity—and especially when stock overvaluation is common in a particular sector. In the following pages, we’ll describe the trap, show how it has played out in various industries, and suggest where it may be playing out once again.
"If you're playing a poker game and you look around the table and and can't tell who the sucker is, it's you." -- Paul Newman
Edit: tsunamifury wrote a prescient comment a decade ago, referencing the same hrb piece: https://news.ycombinator.com/item?id=10851527
For example, Oracle sell Opera. Opera manages hotels, both individual and chains. And integrates with their amusement park management software.
People complain about them, but software like that is much closer to an sdk than a finished product. It is generally customized for each buyer for their needs. And the quality of the customization is more on the buyer than on Oracle.
Oracle have a giant suite of these products for POS, guest experiences, amusement parks, hospitality, marketing (b2b and b2c), etc. And companies buy from Oracle because they're not good at making software and because you do leverage some economies of scale.
But Oracle is not just a database company. Oracle started as a database company, but today they are more an applications company than a database company. They have ERP back-office applications (finance, operations, HR), and CRM front-office applications (sales, marketing, service). Oracle bought a large number of applications software companies such as Seibel, PeopleSoft, JD Edwards, NetSuite and Cerner to become this big.
Of course Oracle is also a major cloud services provider and provide AI superclusters, and GPU instances from NVIDIA and AMD (context for today's layoffs).
For instance, I work in the utility industry. They offer specialized utility-specific software for managing data from our meters, our customer and billing system, asset management, HR, accounting, reporting from all these systems. Even more specialized stuff exists that we don'tbuy. No doubt if you had a different use case, Oracle would sell us on their ability to handle it. I think this is the model they follow. They are not trying to sell to startups, tech platforms, software companies, etc. They are trying to sell to your bank.
But Oracle owns Cerner Health (now Oracle Health, but to most users it is still Cerner), i.e. 25% market share of the EHR space, and PeopleSoft, which you are painfully familiar with if you work for a bigcorp or anywhere in the public sector in North America. Their database product is very far from their only LOB.
You would use it to keep your job when your company goes with it against all technical recommendation due to the push of a higher up that wouldn't let the idea go for stupid or suspicious reasons.
Oracle came back with a quote that was so far outside what our company could afford that we went with Informix (not a cheap database). Pretty lucky escape.
A year or two later I ported the whole stack to PostgreSQL and it worked absolutely fine since we didn't have that much scale. Unfortunately when I left the guy who took over was a huge Informix fan so he deleted all the PG code and went back.
My hunch is that big consulting firms like CGI might use it, and therefore the customers of those firms use it? But I haven't worked at any of those.
Lucky you. Sadly, not all companies are new enough to be able to do that. Some embarked on Java when it was Sun, and Oracle when the only alternative would have been SQL Server (or DB2 on AIX, AS/400, or MVS).
Their software wasn't just more expensive than using open source equivalents it was worse, too. It's just very, very sticky.
At the same time the sales team wine and dine key decision makers and try to strike the fear of god in to them so they don't rock the boat.
e.g. I was unsurprised when I spotted that Novartis (no connection, btw) was deep in with Oracle. Big pharma, lots of money, typically-clueless-big-org-IT-leadership, etc.
(LOL, Novartis also uses SAP.)
So if you have a lot of money and don't want to take any risk you go the oracle route. It's not the best product today, but you won't have any surprise, except cost, that you can justify because it's oracle.
Which is the same as using a tank to go grocery shopping because you're afraid of an accident on the way. You need everything in house to support a thank, special garage, specifically trained crew, specific fuel...
And it's way harder to drive than a civic.
For example, nobody buying, insuring and operating supertankers will care that much about Oracle licensing or even renewing a mainframe contract.
One of the best things Sun ever did was open sourcing Java.
If you are a publicly traded company who needs to report audited financial results every quarter to shareholders, there are less than 10 ERP software in world for that and Oracle owns 5 of those - Fusion, PeopleSoft, Netsuite, JDE and EBS.
Also, in the last decade a big chunk of their revenue comes from cloud services where these enterprises move away from their physical hardware and onto the cloud. Here also, Oracle provides one of the most generous free limits compared to GCP, AWS and Azure. Also they provide some unique options that I have not seen in any other clouds like Bring Your Own License where you can keep running your old enterprise databases in the cloud with just paying for the compute .
Few years back they also bought out Cerner which was the largest EHR company at that time and it pushed their head count by 28000.
They grew their headcount massively during covid like any other software company and simultaneously took on too much debt to build datacenters.
But with rising cost of these capex builds, they are in consolidation mode and reducing headcounts just like other companies.
Oracle the company specializes in acquiring software, integrating it in their ecosystem, selling the installations, and living off the recurring licensing fees (NetSuite is one example).
I'm talking about huge, billion dollar institutions like banks, financial services, governments, logistics, manufacturing, software, etc. These are the companies run by the "golf executives" who want guaranteed database dependability and are willing to pay for it.
In this case, you'll use Oracle or IBM DB2.
For example, if you're TikTok dealing with billions of interactions, or Boeing, maintaining critical databases of millions of parts, you'll be totally willing to spend huge amounts of money to make sure your data is rock solid, even if it's overpriced (Apparently, Microsoft is one of Oracle's biggest customers of all companies!)
Years ago I had some fun integrating with Hyperion Financial Management (HFM) - which is actually a pretty impressive beast if you need consolidated financial reporting!
I’ve had this argument with several DBAs. They always claim “Oracle is the most performant,” while quite possibly true technically, they also tend to run a single massive instance that inevitably leads to a complete failure of the site under heavy load. Oracle is often designed to be the single point of failure. I believe that is by design. The same problems can be solved with modern event driven architectures, better caching, horizontal dynamic scaling, etc.
From the investment standpoint they still have a lot of value to siphon from, but its all rent seeking behavior, its not producing new ecosystems like them or Sun did in the past. Long-term blue chip play.
Though all the Paramount stuff is loosely coupled to them now, so tough to say if its a good long-term play anymore.
Their biggest asset is ERP. That's how they get orgs locked in, because migrating ERP systems after deployment can take decades of work and cost multitudes more than just eating Oracle's renewal increases. Could orgs jettison them into the sun? Totally. Is it fiscally sensible? Yeah, absolutely. Can you sell that to the board? Nope.
The best way to kill Oracle - because such a toxic organization absolutely deserves to fail - is to avoid building anything atop their infrastructure ever again going forward. Don't use their Java tooling, don't use their software suites, don't use their cloud services.
Just don't use Oracle for anything new, and work to get the fuck off of it for anything that remains.
The only reason Oracle survives is because rich dumb fucks keep giving them money.
Legal blame transfer.
Oracle has every single compliance checkbox you need for any certification you can name.
So, if your end customer (generally BigCorp or BigGovt) wants "NitWit Certification v4007", you call up the Oracle sales rep, get a quote, and pass the cost along with a significant markup.
There are A Lot of businesses thar are happy to burn cash for a false sense of security. They don't know better.
Not to be outdone, Oracle came along and said 'hold my beer.'
There are alternatives, but NetSuite is the gold standard unless you want to fork over for SAP.
that's right, Oracle's databases are for things like Visa and Mastercard transactions and maybe the US IRS and Social Security systems of record.
Then again, I guess I am one of those folks that enjoys cool toys, that only big corporations pay for.
This is basically it. You wouldn’t want to use oracle for anything, and they know that. What they also know, very very well, is that they can get their fingers into high-dollar orgs and shmooze people that have little knowledge on the matter to lock themselves into basically never ending contracts for garbage products.
Oracle is a perfect distillation of capitalism in that way.
But as he described the whole dealings (for some SEO product, I’m not sure of the specifics) it became clear to me they bamboozled him, gave him a bait and switch, and left him on the hook for a huge bill he never thought he’d have to pay.
So to answer your question I don’t think there is a value prop, I think it’s actually a giant grift.
https://thedailywtf.com/articles/A-Software-Problem%2C-A-Mar...
For Jason R., it was an exciting time. His company was trying to break into the telecom market with a new product that they'd get to build almost entirely from scratch. The only part that he wasn't excited about was that the major customers had very specific requirements that his team would have to meticulously follow. In this case, some bigtime POTS operators demanded that all servers must come from Sun, and any databases must be built on Oracle 8i.
One of the applications they were building had to interface with the clients' call data records (or CDRs). The most important use of CDRs is for phone bill calculation, so naturally they were stored in properly designed and indexed tables. The CDRs were stored alongside all billing records, and were frequently accessed by mission-critical internal applications, and they weren't prepared to expose all of that to a third party. So instead, Jason's company would have to construct CDRs on their own from the signaling message flow. Because the CDRs would be processed right away, they wouldn't even need to store them. The tentative architecture called for an Oracle database for CDR pipelining from the front end to the application backend.
When the analysis was being conducted, the team grew concerned with the costs — both in terms of budget and disk I/O. Oracle licenses are incredibly expensive, and there would be a huge volume of CDR data written to and read from the database. Finally, it dawned on someone that the database was completely superfluous since records were processed as they came in. In fact, a single, low-end Sun server with a few hundred megs of RAM could easily handle the CDR generation and application backend.
Excited about their good news, they called up a meeting with the product managers. "We've discovered that we can deliver the product at a fraction of what our original estimates were." The managers left the room, some looking happy, others just looking incredulous.
Later that day, Jason got a call from the VP of Engineering. "Jason, while I understand what you're proposing is technically valid, you have upset the marketing team."
"I'm sorry... did I say something?"
"It's just that they've promised the customer that our product would use Oracle 8i, and now they're going to be made liars. Can you just humor me and add Oracle 8i to the design somewhere?"
"Uh..."
"I have enough trouble politically as it is. I really appreciate this favor!" click
After delivering the news to his team, they argued a bit on what to use Oracle for. Ultimately they delivered the final product with an Oracle database that had a single table which was used to store a handful of configuration parameters.
It was the most expensive individual table Jason had ever created in his entire career.
We are sharing some difficult news regarding your position.
After careful consideration of Oracle’s current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day.
We are grateful for your dedication, hard work, and the impact you have made during your time with us.
After signing your termination paperwork, you will be eligible to receive a severance package subject to the terms and conditions of the severance plan. You will receive an email from DocuSign to your Oracle email address with details on your severance and termination date.
Immediate Action Required
To receive important follow-up information, including FAQs and separation documents to help you through this transition, you must provide a personal email address.
Please click here to submit a personal email address immediately. If you make a submission error, please re-submit a new form. Please Note: The personal email address will only be used for correspondence regarding separation-related information and severance agreements.
Access to your computer, email, voicemail, and files will be deactivated soon, and you will be unable to log into your computer. As a reminder, you are prohibited from downloading, copying or retaining (including emailing yourself) any Oracle confidential information.
Thank you for your contributions to our organization. If you have additional questions, please reach out to the HR team via the Ask HR page or at (888) 404-2494.
Oracle Leadership
Source: https://www.reddit.com/r/employeesOfOracle/comments/1s8jadx/...
As a European, I never realized that this is allowed under US labor law. That is absolutely insane.
EDIT: some commentors have pointed out that the workers collect severance and unemployment --- I was not aware this is law in California, and that changes matters. I would, though, still find being suddenly out of a job fairly traumatic.
We never have.
But we do know that someone must pay for our incompetence and lack of vision. That someone is YOU. So you are fired.
Thank you for any contributions that you made that still bring us profits.
Oracle Leadership"
Right.
Not actually of "AI is replacing jobs", more "oh shit we are spending too much and the product isn't good enough for us to ever make a return on our absurd over-investment".
- overpricing the database led to a predictable exodus and new players with often times better performance.
- acquisition of MySQL led to a predictable exodus and new players like maria with often times better performance.
- Oracle cloud arrived late to spectacular skepticism and low user turnout from customers who had been burned by high cost and users burned from decisions like the death of opensolaris. it exists on federal life support these days by the grace of the prevailing administration.
- more than 80 products, with hundreds of thousands of patches and updates, yet no coherent or meaningful reform of the build for more than forty years. DB 19c still ships broken for redhat 9 as a means of driving users to oracle linux, and patching the installer is a 1970s experience in itself. DB 23's greatest improvement has been to tack the letters "AI" onto it to chum what shallow AI waters Oracle deigns to tread outside of an investment portfolio.
- dumping cash into oracle enterprise linux despite it only having around 2500 active corporate users.
this is nearly 20% of the company being laid off.
Yeah, from small interactions over the past two decades, I have no idea how they could have been so bad while employing so many people. What on earth were those 30k people doing?! Their solutions were crap for ages.
Look at their employee numbers over the years:
(ai generated):
Oracle Corporation Employee Count (2010 - 2025)
Legend: Each '' represents approximately 4,000 employees.
Year | Employees
------------------------------------------------------------------
2010 | (105,000)
2011 | (108,000)
2012 | (115,000)
2013 | (120,000)
2014 | (122,000)
2015 | (132,000)
2016 | (136,000)
2017 | (138,000)
2018 | (137,000)
2019 | (136,000)
2020 | (135,000)
2021 | (132,000)
2022 | (143,000)
2023 | (164,000)
2024 | (159,000)
2025 | (162,000)
Note: Oracle's fiscal reporting for the full year 2025 ended on May 31, 2025.They clearly did something crazy at corona and undoing this as a lot of companies did before already.
here's a link to an actual source for people who also don't trust ai generated stuff
https://www.macrotrends.net/stocks/charts/ORCL/oracle/number...
edit: this source also includes data/graphs on stock price and bunch of other metrics, rather than just one number over time.
After the layoffs, they'll apparently now have grown by 1.0% annually since 2020.
So yes, from 2021 to 2023, they had a huge spike, but overall, it's a net slowdown in growth relative to the 2010-2020 period.
If this was about reversion to the old pattern they'd have done a smaller set of layoffs or simply wait for a few years of zero growth.
They acquired Cerner, which had ~30k employees.
If they do cut back to their size before the acquisition, while continuing to try and support the EMR, they will be doing a lot more with fewer employees.
The acquisition has already had a lot of bad consequences: https://www.businessinsider.com/oracle-cerner-health-larry-e...
I have friends there who have described how bare-bones things were. This is only going to make it worse.
I would not patronize a hospital system that intended on staying on Cerner Millennium EMRs for the foreseeable future. If things were bad before, they'll only be worse now.
If you want to use AI to find information like this, tell it to grab you a source and post that.
(EDIT: or 2021)
This round of layoffs was telegraphed at a month or so ago. It's all related to banks getting spooked and pulling funding for their massive data center project and the OpenAI deal being on the rocks.
So, I don't think it's really about their product being good enough, it's more that they've bet the company on data centers and it's starting to look like they just don't have the skills to execute on it.
According to the article as well as blind, the main teams hit were associated with Cerner (EHR) and NetSuite (ERP).
Oracle's AI spend is part of Oracle Cloud.
That said, I guess it can be argued that Cerner and NetSuite being on the chopping block can be attributed to AI because now procurement has the choice to either build in-house via an Anthropic or OpenAI SI like Accenture or TCS or they can negotiate better purchasing terms from a best-in-breed product in HRM and ERP like SAP instead.
I also find it interesting how American and European HNers are much more negative about AI compared to their Chinese, Indian, and Israeli peers even though they have a significant amount to lose as well.
Cerner isn't an EHR, it's an EMR. EHR == Electronic Health Record. Your FitBit data is an Electronic Health Record. EMR == Electronic Medical Record. Your doctor's records, how much blood thinner that nurse is supposed to give grandpa, and whether or not he's a fall risk are things you'd put in an EMR.
You can't just vibecode your way to replacing an EMR. Cerner Millennium has a shrinking, but substantial, footprint at healthcare systems across the country and around the globe. There are 25+ years of bugfixes, caveats, architecture, and other pieces of knowledge to be tracked and accounted for, and you must do so, because if you don't, people under the care of doctors could die.
It's also worth noting that the DoD uses Millennium for active service members, and I think they also use it for TriCare. American taxpayers are on the hook for dealing with the problems that Oracle's cost cuts will produce.
You jest, but that's pretty much South Korea if this video (and my interpretation of it) is to be believed: https://youtu.be/pjjhrwVYPE8
For those not interested in watching 30 mins of this, long story short, it doesn't bode well. They do have some other circumstances going on in addition though.
This, but unironically. Companies that make money without hiring anyone provide the most "value".
Simultaneously we should stop calling business owners "job creators". They're actually "job minimizers". They only hire people when there's no other choice.
Replacing jobs is a bit of a misnomer, but it's certainly allowing us to build out more features in shorter amounts of time.
I was able to send internal only emails until 1pm, and then it logged me off and the computer was a brick.
The number of people who snap and make rash decisions to try to exfiltrate data, plant backdoor logins for themselves, or sabotage company work in those hours was a much larger number than I would have guessed prior to seeing it.
But you're right, the survivors don't even get a list. They have to find out when something they're waiting for never shows up because that person doesn't work there anymore.
Corpo is very careful to show empathy that can be perceived in some way as accepting blame in a way that would open them to litigation.
The extra kicker was that there were a bunch of UK people in this meeting who knew they'd be laid off, but it takes longer to do the redundancy process over there, so they had to listen to these people complaining about how sad firing them feels.
This is also why in the other direction a fast clean cut works too. I mean if they want two weeks of “work”, i always consider that severance.
The fast clean cut is true in all industries. Drawing it out only makes it more painful. It is similar to breaking up in a relationship.
I once had my access cut off while I was working late, albeit from a much smaller company. Got to go to sleep knowing I didn't have an income in the morning. Incidentally, in retrospect I'm glad they made the decision for me, since I eventually was forced to leave my awful hometown in search of greener pastures, so it's not always a bad thing long-term, and I ratted them out to the tax man which I'm sure they had fun with.
the distant engine purr comes
ouch goes the lawnmower
In a 1:1 meeting you could fire me and say a gazillion things and I'd forget 99.9% of them.
Interesting that they admit that the layoff off is due to a pivot from software to hardware.
It's not like over-hiring or laying people off is a crime. The employees presumably knew the deal going in (that they could be laid off). They got compensated for the time they worked.
No one owed them a job at Oracle in the first place. (Again, not to diminish how bad it feels / shocking it can be to be laid off!)
If a CEO is bad at his or her job (e.g. wasting billions of dollars on employees that they don't need), apparently he or she can fire 20% of the company and give himself a bonus for making such a tough decision.
Bad leadership. Costing the company a ton of money and goodwill. Need I go on?
For over hiring 30K people.
They literally failed at their job. Came up with a 30k headcount budget shortfall. If I did something like that I'd certainly be fired.
I personally don’t agree with this, but it’s easy to say “overhiring was bad”, when at that point, it might’ve been a great business decision. Things just have changed now.
They took on 58billion in debt which halved their stock price...
Expected savings is only 8Billion
What you are seeing is Oracle in death pains.....
If you or the org you are working for uses Oracle products fast find a way to migrate away from Oracle as it will cease to exist in 2027 at this rate.
In 2 years' time we will look back fondly at the Global Financial Crisis.
Also relationships, kids and stability. Spend all your life in perpetual anxiety, rent all your life, you will own nothing and be happy! Also, here’s a bowl of insect protein while we’re at it.
The actual culprit.
wow.
We’ll also offer a severance package starting at 16 weeks salary plus two weeks for every additional year at Google, and accelerate at least 16 weeks of GSU vesting.
https://blog.google/company-news/inside-google/message-ceo/j...
I'm for sure timing my exit based on the vesting schedule.
Anyone evaluating compensation and stock options should understand vesting periods and what they mean so they're not surprised by something like this.
Lots of talented hard working engineers are laid off at the same time that they lay off people just checking Slack on their phone on the plane to avoid taking PTO.
Reading the r/employeesOfOracle is a bit gutting. Hoping for the best for the people. Don't really care much for Oracle; especially their business model.
MySQL is no longer the only choice for database, MariaDB is fully open-source.
VMWare, there are far better options like Proxmox, build a Proxmox server using second hand Dell PC you find in bulk on eBay, increase the memory, add GPU passthrough and you are golden.
Most companies which uses HCM are eventually forced to use SCM, because if any company wants to use a SCM product, they need employee management system as well, so if anyone is already using HCM they eventually also starts using SCM. and if someone who does not uses Oracle HCM but wants to use SCM product they will eventually have to shift HCM here as well.
Perhaps this will be higher than the standard 10% cull, but I suspect not that much higher.
And full of debt from AI datacenters full of hardware with a 6 year depreciation cycle, possibly even lower depending on what NVidia releases next.
So overvalued!
But if you compare to other companies with similar rev/profit numbers, you'll be amazed with how cheap they are.
I don't believe Oracle has a wide moat other than its DB -- the Datacenters are mostly commodity.
It’s a sad state of affairs. I mean Postgres is right over there!
You found the cure of cancer. If you release it now, you'd giving back humanity millions of LifeYears, but if you release it in a few years, Larry Elison won't be able to take advantage of it.
How do you proceed?
You'd probably get a few innocent people aren't the Larry Ellison from Oracle, but it's a start.
The game where you, the people, will always be the loser
Hm. So, likely old Cerner operations.
Y'know, the ones that keep EMR systems running.
Ol' Larry just doesn't see the value proposition in making sure that your health information is accurate.
As a side, the fact that you can just slash someone's job without any warning needs to be addressed by law.
That's just mean. People need to show some respect to lawn mowers.
If this is a joke, I clearly don't get it!
EDIT: LOL, I haven't expected to be downvoted for simply putting this in a way I like : )
But on the other side, I'm afraid that the fired employees will go to work for other companies contaminating them with the harmful spirit against customers.
Given that it makes sense to cut if the company doesn't have new product ideas to spend that excess resources.
My LinkedIn was full of people opening for work. Pretty sad.
Problem part B. Not working for a sustainable, worked-owned co-op that prioritizes authenticity, fairness, stability, worker happiness, and customer satisfaction. Such environments have extremely low turnover. The main gotcha is they generally aren't scalable beyond medium-sized organizations, but the workaround is a loose federation of a multitude of similar and complementary organizations whom band together for purchasing power, common infrastructure, standards, and process templates.
The co-op model in general is so very promising and those that still exist are really successful and from video documentations I watched, the employees seem to be content, if not getting rich. The problem is that this model runs counter to the very core of capitalism and as such faces a lot of criticism.
This has nothing to do with AI, whose capex largely falls under Oracle Cloud.
The main teams hit - RHS, SVOS, and NetSuite India - are associated with Cerner and NetSuite, both of which are the kinds of legacy SaaS apps that are most likely to see reduced spend in the world today - it's cheaper to hire Accenture/PWC/Deloitte or WITCH combined with Anthropic or OpenAI to build and manage your own custom in-house or use that threat to purchase an actual market leader in those categories like Veeva or SAP respectively.
> reduce some fat
Yes, but, well... why do they need to do that at all? I mean, what made them make this decision right now? I think it was mentioned in the article - they're in debt because of their AI data centers projects:
> Oracle has taken on $58 billion in new debt within just two months.
Although...
> All of this is happening even as the company posted a 95% jump in net income — reaching $6.13 billion — last quarter.
Still,
> According to analysis from TD Cowen, the job cuts are expected to free up between $8 billion and $10 billion in cash flow — money the company urgently needs to fund a massive buildout of AI data centers.
And they need a lot of resources to fund that, because:
> Oracle to Invest U.S. $2 Billion in AI and Cloud Infrastructure in Germany (2025) [1]
> Oracle unveils $10B data center expansion plan (plans for 2025) [2]
While they're having some problems now:
> Oracle and OpenAI End Plans to Expand Flagship Data Center (Bloomberg) [3]
It's just a few examples; I'm sure if you will dig deeper you will find more. Some sources suggest that "Oracle plans to invest up to $50 billion in 2026 to expand its AI data center infrastructure", but I'm not sure if it's true and if you can trust them, so I'll leave it there. They're trying to optimize because they're in debt, and still they seem to expand that debt even more.
[1] https://www.oracle.com/news/announcement/oracle-invests-two-...
[2] https://www.channeldive.com/news/oracle-capex-spike-cloud-ai...
[3] https://www.bloomberg.com/news/articles/2026-03-06/oracle-an...
(thanks for the reply correcting the company)
10,000,000,000 / 30,000 = 333k per employee?
I guess that tracks for a company that is 50% lawyers for suing their own customers /s
One lost job is a tragedy. 30,000 jobs lost is statistics.
My point is: it's very, very, very hard to do this, especially with my set of interests (lots of OS work is in the datacenter, which leads to jobs with hyperscalers; I consider many of those companies evil). I'm trying. It will probably make my QoL worse for some time, and I'll probably give up eventually.
Also, evil is undefined in some sense. Is it wrong to do something "good" at a company that has an "evil" aspect?
It is very, very, very hard because you're making it hard by insisting on finding a strong intersection with your set of interests.
Half the jobs I've had aligned well with my interests. They were also in the lower half of jobs I liked. The best jobs I've had were the boring ones. It turns out, there's a lot more to jobs than just what you work on.
The most important thing is to keep a roof over your head. Next is saving for retirement. And then there are things like work environment, the people you work with, team dynamics, the actual technical work, etc.
I've found that the most intellectually fun/challenging work was usually coupled with the most dysfunctional teams. It's likely just a coincidence, but it was a good lesson that other things matter at least as much.
No i won't make 350K as a dev. Yes i will have a paltry middle class existence while we still have a profession called IT.
I also think it's not as easy as most people make it. It's not the poor and innocent people that are oppressed by all this evil companies. These companies are just a reflection of the people and the society we live in.
Sure it's an uphill battle. This is late-stage capitalism after all and unless you're comfortable with a role that extracts from people who weren't planning in being extracted from you're not going to make a ton of money. That's what it takes to be on the side of the angels though.
Instead of working for Zuck or Google or Larry, you can work for Garmin, Shopify, Visa and Mastercard, most banks (they are soulless but some aren't always evil), grocery chains, pretty much any local business, car companies, non-weapon or surveillance based government work, IDEXX, hell even Apple imo and I dislike Apple, nearly every business that isn't "Tech"
Basically just stop pretending that the industry is only Google, Facebook, AWS, Microsoft, and Oracle. There's something like millions of jobs that aren't in those companies.
I'm certainly not a fan of Oracle (or the wider scale damage the Ellisons have been doing), but I also can't bring myself to be so flippant when an action this large is going to cause untold amounts of personal tragedies.
See, for example:
https://www.reddit.com/r/employeesOfOracle/comments/1s8m58p/...
Today this unfortunate guy, tomorrow perhaps me.
I'm certainly not saying that you shouldn't have boundaries; there are certain companies that I will absolutely not work for no matter what they pay me (e.g. Palantir). I'm just saying that if you draw the line at "don't work for bad company", it's going to be hard to pay your bills since due to the lovely world of capitalism the people on top are usually sociopaths.
To be clear, I do agree broadly; if you can find a company that has decent people running it and doesn't appear to be evil to you, you should probably work for that company. The problem is that the job market is very competitive and you often have to take what you can get.
I'm in a privileged position to where I can be a little choosy with my work (for now!), but I can't really judge someone who has a family to take care of for doing what they need to to pay the bills.