In a podcast a few weeks ago, I was discussing with my co-hosts that Oracle's president, along with Larry Ellison are saying that Oracle was going to be in the top three public cloud providers in the next few years. We were pretty much astounded by this revelation, as Oracle doesn't seem to have anything even cloud related.
Today I read this article from, The Register: http://www.theregister.co.uk/2015/11/16/oracle_cloud_cloud_claims/.
It looks like El Reg is questioning the same thing, though they seem to be putting IBM in the same boat. I have to disagree there, given the last several cloudy acquisitions IBM has made (BlueBox and Cleversafe to name just two). It's easy to see that IBM is heaily investing in cloud. I have not seen the same effort from Oracle.
Of course, Oracle is a software company, which may help. They have a lot of experience and a lot of developers, but I'm going to guess they're not running many things in an agile way. I'm also guessing they have a lot of developers that know C++ and the like very well. There's nothing wrong with that, but there are definitely newer languages that allow for a more agile framework, especially if there's an investment in UX.
I guess we'll all be waiting with baited breath to check out the new Gartner Magic Quadrants for cloud every year...