Oracle founder Larry Ellison has convinced himself — if not investors — that he's won the cloud war against Salesforce.com's Marc Benioff.
Now it's on to Amazon.com and Jeff Bezos.
"We handle the Oracle database much better than Amazon does," Ellison, Oracle's executive chairman, said on Thursday during the software company's fourth-quarter earnings call. "They run Oracle databases, but we do a much better job. We run it faster, more reliably, more securely."
Ellison is going directly after Amazon Web Services, which has built the dominant cloud infrastructure business by enabling corporations to move storage and massive workloads out of their own data centers and into Amazon's. Oracle wants to house that data itself even though Amazon has a major head start and a wide selection of additional technologies for customers to access.
Oracle's cloud is growing. The company said total cloud revenue jumped 49 percent to $859 million, even as total sales fell 1 percent to $10.59 billion.