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| Cracle Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 6

Cracle Cloud
SLraLegy
Mark Purd
!une 23, 2014
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. | Cracle Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 7
!"#$% '#()*(! 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 oqloeeteJ
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) cooomlc, 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 5c 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 5c ot by cootocuoq Otocle
cotpotouoo's lovestot kelouoos uepottmeot ot (650) 506-407J ot by cllckloq oo 5c lllloqs oo Otocles 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
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. | Cracle Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 8
Cne Coal:
#1 ln Lhe Cloud
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
Cracle Cloud SLraLegy
aaS on MarkeL Leadlng 1ech SLack
Modern & 8esL of 8reed SaaS oruollo
Appllcauons.
lauorm.
lnfrasLrucLure.
Cne Goa|: #1 |n the C|oud
n|gh|y D|erennated Unmatched 8readth & Depth
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
8eady Lo Lead Lhe Appllcauons MarkeL lnLo Lhe Cloud
Cracle Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 10
37 I14 8ook|ngs Growth. os|noned to Acce|erate |n I1S.


5748 |n Addressab|e Market
SlgnlcanL Creeneld Lxpanslon
CpporLunlues ln Markeung,
Servlce & L8
5108+ A88 oLenual 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 arLners
19 Clobal uaLa CenLers

oruo||o keach
Comp|ete & 8est of 8reed
18 Leaders 8aungs equal Lo SA,
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 Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed
11
5808
5408
Crac|e SA SIDC Workday
5608
5208
5748
5208
5298
5198
Serv|ce
L-Commerce
I|nanc|a|s
SCM
Markenng
ro[ects
LM Servlce
Sales
Markeung
L-Commerce
PCM
SCM
Sales
PCM
llnanclals
Greenhe|d
Insta||ed 8ase
SlgnlcanL Share Caln
LxLend Leadershlp & Share
Source: CarLner Croup, Cracle Markeung lnLelllgence
Sa|es & C
nCM & 1a|ent
Lk
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
$108 of oLenual A88 ln Lhe Cracle Cn-remlse 8ase
Cracle Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 12
Cn-rem|se Akk otenna| Lxtend M|grate
Sk+
CkM Customers
528 Add Markeung, CC & Soclal Core Sales & Servlce Lo Cloud
7k+
nCM Customers
538 Add 1alenL ManagemenL Core P8 & ayroll Lo Cloud
1Sk+
Lk Customers
5S8
Add 8udgeung & lannlng,
rocuremenL
Subsldlarles Lo Cloud
Core llnanclals Lo Cloud
Customer 2 C|oud rogram
I|nanc|a| Incennves
keute soppott & sblf
lovestmeot to clooJ
kap|d Start-Up Serv|ces
llxeJ ume & ptlce clooJ
mlqtouoo setvlces
ackaged Integranons
lotqollo of loteqtouoos
betweeo oo-ptemlse & clooJ
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
18 SaaS Leader 8aungs Lqual Lo 1op CompeuLors
Comblned
Cracle Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed
13
20
10
Crac|e SA Workday
1S
S
18
8
1
Sa|esforce.com
9
Source: CarLner Croup, lorresLer 8esearch ubllshed 8eporLs
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
MaLure Clobal Sales Crganlzauon
Cracle Condenual - 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
roducnv|ty
Cracle Sales
Academy
Lnglneered
Selllng rocess
83
86
87
89
88
roduct
Innovanon
810
1housands++
1. Markenng
2. Sa|es
3. Serv|ce
4. Lk & SCM
S. LM
6. nCM
7. M|d-Market
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
900+ arLners Speclallzed on Cloud Soluuons
Cracle Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed
13
Markenng - 487
Serv|ce & L-Commerce - 4919
Lk - 4317
nCM - S229
Sa|es - 3848
Soc|a| - 190
18,990
Cloud SpeclallsLs
200+
arLner Soluuons
(1emplaLes & lnLegrauons)
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
LsLabllshlng Cracle as a Leadlng Cloud 8rand
C|oudWor|d
41,0S2
keg|stered Auendees
Ch|cago
ar|s
So au|o
New Deh||
8ogot

= I14

= I13
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

= I1S p|anned
Irankfurt
London
CopyrlghL 2014 Cracle and/or lLs amllaLes. All rlghLs reserved. |
SLrong CrowLh ln l?14, osluoned Lo AcceleraLe ln l?13
Cracle Condenual - 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. |
aaS & laaS: MalnLaln & LxLend Leadershlp ln LnLerprlse
1echnology
n|gh|y D|erennated
|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 Condenual - lnLernal/8esLrlcLed/Plghly 8esLrlcLed 19
n|gh|y D|erennated |n SaaS & aaS Unmatched 8readth & Depth
Share Ga|n Large Insta||ed 8ase otenna|
Mature & keferenceab|e roducts Sca|e, 1ra|ned Sa|es Iorce