The Big Themes:

• Tens of thousands of people working in our vertical business: They have deep vertical knowledge and apply to some of our horizontal products, like ERP and CX.
• General contractors and subcontractors: 88% of users are small- to medium-sized businesses that make up the contractor/subcontractor community. It’s an easy and painless way to go to a pure click technology.
• We announced a partnership with Microsoft: For Oracle and Microsoft, we have exactly these types of scenarios, and we have interoperability among the cloud – both on the horizontal and vertical level.
• Self-healing, self-securing, self-patching: I think when you put those things together, the application is fully autonomous.

The Big Quotes:

“Our [industry] cloud business today is bigger than our traditional [industry] license business.”

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