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Oracle: Watch Us Grow Our Way Into the Cloud (Earnings Preview)

Stocks in this article: ORCL CRM WDAY MKTG FB TWTR

Several weeks ago CEO Larry Ellison went shopping again. This time he bought cloud marketing technology specialist BlueKai for an estimated $350 million.

Ellison believes BlueKai's capabilities in personalized online and offline marketing campaigns will help differentiate Oracle's offerings from Salesforce and Workday. I agree.

Even more impressive is BlueKai's ability to deliver mobile marketing campaigns. This is an area where social media giants including Facebook (FB) and Twitter (TWTR) are looking to capitalize. For Oracle, this makes perfect sense, especially since BlueKai can deliver actionable information about targeted audiences.

Questions were raised when Oracle announced its deal for Responsys. Analyst said then Responsys' 38% premium was steep. Admittedly, I thought the same thing. But whether from cost/value perspective or risks in execution, BlueKai should now reduce any perceived downside associated with Responsys. For Ellison, this was a perfect hedge.

What's more, from a marketing automation perspective, BlueKai will also allow Oracle to leverage its deal for B2B (business to business) specialist Eloqua. Essentially, in the trailing 12 months, Ellison has orchestrated a masterful plan to reach and engage customers across various outlets and marketing pathways.

Plus, with research firms like Forrester predicting the market for digital marketing will grow to over $43 billion in the next two years, Ellison looks a lot smarter than initially perceived. So for all of the criticism this company has taken for its cloud positioning, Oracle has, in fact, responded. So will the stock.

At the time of publication, the author held no position in any of the stocks mentioned.

This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.

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