Oracle - JAN19 TSIS

The most recent enterprise spending intentions data for Oracle was collected through ETR's proprietary TSIS (Technology Spending Intentions Survey) from 12/13/2018 - 1/10/2019 and was sourced from 575 CIOs and IT end users, which represent approximately $283B in annual IT spend. Further, of the 575 customers, 140 represent Fortune 500 organizations and 218 represent Global 2000 organizations.

In this report, ETR examines Oracle's expected enterprise spend for 2019 and analyzes key spend and customer growth metrics. An emphasis is placed on analyzing larger customer accounts (Fortune 100, Giant Public + Private organizations) versus year-ago levels to determine whether Oracle's positioning is improving or declining in the enterprise technology landscape.

Further, ETR investigates Oracle's positioning against key competitors - Saleforce, Workday, SAP, Microsoft Azure, AWS, Cloudera.

Lastly, ETR reviews regression-based revenue forecasts, analyzes CIO commentary from VENN events, Adoption / Replacement reasoning, and provides an outlook for Oracle heading into 2019.