In late 2022, Oracle Corporation (Oracle) faced a critical inflection point in its cloud strategy. Dave Smith, a senior strategist, was preparing to advise executive leadership on how to navigate the company’s lag in the cloud race against aggressive rivals such as Amazon Web Services, Microsoft Azure, and Google Cloud. With time running out, he had to choose between two high-stakes paths: leveraging Oracle’s dominance in databases to lock clients into its ecosystem or adopting a more open, cooperative approach with competitors. This case challenges students to explore strategic decision-making in fast-changing technology landscapes, platform leadership, and the complexities of coopetition.
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