zlacker

Getting from 2% (Oracle) to 10% (GCP) market share would need 37.97% CAGR in 5 years. In a vacuum where everything else keeps the same, maybe, but I see that goal as very difficult to attain in what is a highly competitive industry right now.

Disclaimer: I work at a highly regulated industry and we are fine running our "enterprise" workloads in Azure (and even AWS for a spinoff company in the same sector). Oracle has no specific moat in that area imho, unless you already locked-in in one of their software offerings.