Cloud Wars CEO Outlook 2025 With Oracle’s Safra Catz

Highlights

Customer Boldness (00:21)

In previous keynotes, Catz has encouraged customers to be more bold – and customers are responding to that. Oracle’s cloud business is growing at a rate of 50% a year. “More and more of our customers are willing to not only jump in with one foot but their entire bodies because they’re getting more comfortable and they’re also seeing that competition is moving,” Catz says.

“Transformation and transforming yourself and modernizing yourself, that is not a destination; it’s a constant journey.” Businesses are recognizing that they become more adaptable to meet customer expectations when they embrace these new technologies.

Multi-Cloud Agreements (04:25)

Multi-cloud agreements with Microsoft, Google Cloud, and AWS kicked off in 2024. “We have always believed that the customer should get to choose what they want to use and what environment they want to run in and how to really advance their agenda,” Catz expresses. Oracle doesn’t believe in building walls or trapping customers; being open to this idea is central to Oracle's success. Because Oracle Cloud has different capabilities, the company has been able to collaborate with other providers to make their offerings work together to best meet customer needs.

Healthcare Industry Offerings (08:55)

Oracle has put extra energy into its industry suites, particularly for the healthcare industry. It aims to be able to handle everything from clinical trials to inventory to nursing schedules and more. At a recent health summit, Oracle launched new AI-powered capabilities for healthcare. While the company competes in several industries, Oracle acquired Cerner because “we knew that we needed to bring healthcare into the 21st century.”

Larry Ellison previously shared that “we can’t do it alone.” This means partnering with customers and being open to partner with other companies to apply their capabilities to ensure a quality customer experience is being delivered for patients, doctors, administrators, and others in the healthcare industry. “Do more, spend less doing it – that’s our job, to give them that ability,” Catz summarizes.

Revenue Goals (17:06)

At its financial analyst meeting last fall, Oracle released its vision for $100 billion in revenue a few years out. Catz describes what that will look like within Oracle and how customers will contribute to the company achieving those figures. “We’re telling you now, every year is going to be bigger and accelerating more,” Catz says. “The way that that curve works – it’s almost unstoppable once it starts.”

Cloud Data Centers (22:30)

Oracle has been developing cloud data centers that are “small enough to go on a ship” as well as what Ellison has called the world’s largest data centers, Evans notes. This will be important to Oracle customers in the coming years and beyond because “it gives them flexibility,” Catz explains. “We can start at any size and expand as they need it.”

Ellison and New Products (24:59)

2024 was a busy year for Ellison and 2025 will continue in the same manner. “This fellow does not rest,” Catz says. The Oracle team loves the new capabilities and new product lines that they’ve been rolling out to customers that there are no signs of slowing down.