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| Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 6
Cracle Cloud
SLraLegy
Mark Purd
!une 23, 2014
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!"#$% '#()*(! 5totemeot. 5totemeots lo tbls ptess teleose telouoq to Otocle's fotote ploos, expectouoos, bellefs, loteouoos ooJ
ptospects, locloJloq stotemeots teqotJloq oot clooJ sobsctlpuoo too tote, tbe umloq of tbe Jellvety of oot 10,000tb íoqloeeteJ
5ystems oolt, ooJ oot ploos to locteose oot focos oo tbe clooJ ooJ become oombet ooe lo 5oo5 ooJ loo5, ote "fotwotJ-lookloq
stotemeots" ooJ ote sobject to motetlol tlsks ooJ oocettoloues. Mooy foctots coolJ o[ect oot cotteot expectouoos ooJ oot octool
tesolts, ooJ coolJ coose octool tesolts to Jl[et motetlolly. we pteseotly cooslJet tbe followloq to be omooq tbe lmpottoot foctots
tbot coolJ coose octool tesolts to Jl[et motetlolly ftom expectouoos. (1) ícooomlc, pollucol ooJ motket cooJluoos, locloJloq tbe
coouooeJ slow ecooomlc tecovety lo tbe u.5. ooJ otbet potts of tbe wotlJ, coo oJvetsely o[ect oot bosloess, tesolts of opetouoos
ooJ foooclol cooJluoo, locloJloq oot teveooe qtowtb ooJ ptoftoblllty, wblcb lo toto coolJ oJvetsely o[ect oot stock ptlce. (2) we
moy foll to ocbleve oot foooclol fotecosts Joe to socb foctots os Jeloys ot slze teJocuoos lo ttoosocuoos, fewet lotqe ttoosocuoos lo
o potucolot poottet, oooouclpoteJ foctoouoos lo cotteocy excbooqe totes, Jeloys lo Jellvety of oew ptoJocts ot teleoses ot o Jeclloe
lo oot teoewol totes fot soppott coottocts. (J) Oot clooJ compouoq sttoteqy, locloJloq oot Otocle clooJ 5ofwote-os-o-5etvlce,
lloqotm-os-o-5etvlce ooJ loftosttoctote-os-o-5etvlce o[etloqs, moy oot be soccessfol. (4) lf we ote oooble to Jevelop oew ot
so[cleotly Jl[eteouoteJ ptoJocts ooJ setvlces, ot to eobooce ooJ lmptove oot ptoJocts ooJ soppott setvlces lo o umely moooet ot
to posluoo ooJ/ot ptlce oot ptoJocts ooJ setvlces to meet motket JemooJ, costomets moy oot boy oew sofwote llceoses, clooJ
sofwote sobsctlpuoos ot botJwote systems ptoJocts ot potcbose ot teoew soppott coottocts. (5) Oot lotetoouoool soles ooJ
opetouoos sobject os to oJJluoool tlsks tbot coo oJvetsely o[ect oot opetouoq tesolts, locloJloq tlsks telouoq to fotelqo cotteocy
qolos ooJ losses. (6) lf tbe secotlty meosotes fot oot sofwote, botJwote, setvlces ot Otocle clooJ o[etloqs ote comptomlseJ ot lf
socb o[etloqs cootolo slqolfcoot coJloq, mooofoctotloq ot coofqotouoo ettots, we moy expetleoce tepotouoool botm, leqol clolms
ooJ foooclol exposote. (7) we bove oo ocuve ocpolsluoo ptoqtom ooJ oot ocpolsluoos moy oot be soccessfol, moy lovolve
oooouclpoteJ costs ot otbet loteqtouoo lssoes ot moy Jlstopt oot exlsuoq opetouoos. A JetolleJ Jlscossloo of tbese foctots ooJ otbet
tlsks tbot o[ect oot bosloess ls cootoloeJ lo oot 5íc flloqs, locloJloq oot most teceot tepotts oo lotm 10-k ooJ lotm 10-O,
potucolotly ooJet tbe beoJloq "klsk loctots." coples of tbese flloqs ote ovolloble oolloe ftom tbe 5íc ot by cootocuoq Otocle
cotpotouoo's lovestot kelouoos uepottmeot ot (650) 506-407J ot by cllckloq oo 5íc lllloqs oo Otocle´s lovestot kelouoos webslte ot
bup.//www.otocle.com/lovestot. All lofotmouoo set fottb lo tbls ptess teleose ls cotteot os of Iooe 25, 2014. Otocle ooJettokes oo
Joty to opJote ooy stotemeot lo llqbt of oew lofotmouoo ot fotote eveots.
Safe Parbor SLaLemenL
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Cne Coal:
#1 ln Lhe Cloud
CopyrlghL © 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
Cracle Cloud SLraLegy
ÞaaS on MarkeL Leadlng 1ech SLack
Modern & 8esL of 8reed SaaS Þoruollo
Appllcauons.
Þlauorm.
lnfrasLrucLure.
Cne Goa|: #1 |n the C|oud
n|gh|y D|ñerennated Unmatched 8readth & Depth
CopyrlghL © 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
8eady Lo Lead Lhe Appllcauons MarkeL lnLo Lhe Cloud
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 10
37¼ I¥14 8ook|ngs Growth. Þos|noned to Acce|erate |n I¥1S.


5748 |n Addressab|e Market
• SlgnlñcanL Creenñeld Lxpanslon
CpporLunlues ln Markeung,
Servlce & L8Þ
• 5108+ A88 ÞoLenual ln Large
Apps CusLomer 8ase. Less Lhan
3° peneLrauon
Cpportun|ty

G|oba| Sca|e
• 1housands of SaaS Sales 8eps ln
60+ CounLrles
• 900+ Cloud ÞarLners
• 19 Clobal uaLa CenLers

Þoruo||o keach
Comp|ete & 8est of 8reed
• 18 Leaders 8aungs equal Lo SAÞ,
SluC & WuA? Comblned
• 1,200+ Acuve CusLomer
8eference. Added Pundreds ln
LasL ?ear.
CopyrlghL © 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
$748 ln SaaS Addressable MarkeL
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed
11
5808
5408
Crac|e SAÞ SIDC Workday
5608
5208
5748
5208
5298
5198
Serv|ce
L-Commerce
I|nanc|a|s
SCM
Markenng
Þro[ects
LÞM Servlce
Sales
Markeung
L-Commerce
PCM
SCM
Sales
PCM
llnanclals
Greenhe|d
Insta||ed 8ase
SlgnlñcanL Share Caln
LxLend Leadershlp & Share
Source: CarLner Croup, Cracle Markeung lnLelllgence
Sa|es & CÞÇ
nCM & 1a|ent
LkÞ
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$108 of ÞoLenual A88 ln Lhe Cracle Cn-Þremlse 8ase
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 12
Cn-Þrem|se Akk Þotenna| Lxtend M|grate
Sk+
CkM Customers
528 Add Markeung, CÞC & Soclal Core Sales & Servlce Lo Cloud
7k+
nCM Customers
538 Add 1alenL ManagemenL Core P8 & Þayroll Lo Cloud
1Sk+
LkÞ Customers
5S8
Add 8udgeung & Þlannlng,
ÞrocuremenL
Subsldlarles Lo Cloud
Core llnanclals Lo Cloud
Customer 2 C|oud Þrogram
I|nanc|a| Incennves
keute soppott & sblf
lovestmeot to clooJ
kap|d Start-Up Serv|ces
llxeJ ume & ptlce clooJ
mlqtouoo setvlces
Þackaged Integranons
lotqollo of loteqtouoos
betweeo oo-ptemlse & clooJ
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18 SaaS Leader 8aungs Lqual Lo 1op CompeuLors
Comblned
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed
13
20
10
Crac|e SAÞ Workday
1S
S
18
8
1
Sa|esforce.com
9
Source: CarLner Croup, lorresLer 8esearch Þubllshed 8eporLs
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MaLure Clobal Sales Crganlzauon
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 14
7 Core Sa|es 1eams A||gned to W|n |n Lach key Market
l?13 l?13
300
Sa|es
Coverage
1,000
2,000
1housands+++
Sa|es
Þroducnv|ty
Cracle Sales
Academy
Lnglneered
Selllng Þrocess
83
86
87
89
88
Þroduct
Innovanon
810
1housands++
1. Markenng
2. Sa|es
3. Serv|ce
4. LkÞ & SCM
S. LÞM
6. nCM
7. M|d-Market
CopyrlghL © 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
900+ ÞarLners Speclallzed on Cloud Soluuons
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed
13
Markenng - 487
Serv|ce & L-Commerce - 4919
LkÞ - 4317
nCM - S229
Sa|es - 3848
Soc|a| - 190
18,990
Cloud SpeclallsLs
200+
ÞarLner Soluuons
(1emplaLes & lnLegrauons)
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LsLabllshlng Cracle as a Leadlng Cloud 8rand
C|oudWor|d
41,0S2
keg|stered Auendees
Ch|cago
Þar|s
São Þau|o
New Deh||
8ogotá

= I¥14

= I¥13
Sydney
1okyo
Duba|
S|ngapore
Mun|ch

London

Mumba|
Mex|co C|ty
Los Ange|es
New ¥ork
Me|bourne
Moscow
San Iranc|sco

8e|[|ng

= I¥1S p|anned
Irankfurt
London
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SLrong CrowLh ln l?14, Þosluoned Lo AcceleraLe ln l?13
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 17

37°
CrowLh ln 8ooklngs

23°
CrowLh ln 8evenue

23-33°
CrowLh ln 8evenue
l?14 C4 l?14 C1 l?13
CopyrlghL © 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
ÞaaS & laaS: MalnLaln & LxLend Leadershlp ln LnLerprlse
1echnology
n|gh|y D|ñerennated
Þ|auorm
Unmatched 8readth &
Depth of Serv|ces
Lxpand|ng Sa|es
!ava #1 uaLabase
8ullL-ln Moblle, Soclal, 8lg uaLa
1housands+ 1ech 8eps
1housands+++ Apps 8eps
+ +
CopyrlghL © 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
Cne Coal: #1 ln Lhe Cloud
S|mp||fy I1 and Acce|erate Innovanon
Cracle Conñdenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 19
n|gh|y D|ñerennated |n SaaS & ÞaaS Unmatched 8readth & Depth
Share Ga|n Large Insta||ed 8ase Þotenna|
Mature & keferenceab|e Þroducts Sca|e, 1ra|ned Sa|es Iorce