The question for Oracle and other companies that derive the majority of their income from software, rather than with software, is whether there are signs underneath the surface revenue growth that might reveal challenges to the sustainability of those businesses moving forward.
Consumer software, enterprise software: it doesn’t much matter. It’s all worth less than it was. If you’re not adapting your models to that new reality, you should be.
Most of the software I see being commercialized today is done so via services and other means. I still like the “direct selling of software” model, but I don’t see any point in swimming upstream on it.