The Big Themes:

• Balancing partnerships and full-service: Mike says that Oracle is thrilled to work with partners to fill "last-mile solutions" and regulatory-specific needs, but also that Oracle is looking to fill vertical edge cases with its own solutions.
• HCM in healthcare shows Oracle's differentiation: The gig economy is impacting hospitals and other care settings, so Oracle is stepping up with a suite of tools including HCM and more to help business leaders in a holistic way.
• The cloud shifts conversations to velocity over function: Thanks to the cloud, Oracle can help customers stay on the bleeding edge of technology through regular releases and updates, delivering greater speed to customers' businesses.

The Big Quote: "The ability to speak in the language of the business—because you're delivering the technology that our customers are using to engage with their customers—is a core differentiator."

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