Oracle(ORCL) - Get Report  has continued to push further into cloud computing going up against rival Salesforce (CRM) - Get Report and CEO Marc Benioff. The company's fourth-quarter results will show whether Oracle has made further progress or if it's being stalled by its rival.

Morgan Stanley analyst Keith Weiss is expecting the company to keep making progress in its software and platform-as-a-service businesses, as it transitions from an on-premise business.

"We are looking for 68% revenue growth in 4Q17 and 79% reported growth for FY17," Weiss wrote in a note to clients ahead of earnings. "While we expect Oracle to provide a SaaS/PaaS revenue growth target for FY18, we think Oracle will move away from discussion of new ARR,as the company has had to revise its targets lower in the past,and contributions from acquired cloud assets makes it difficult to determine organic ARR."

Analysts surveyed by Yahoo! Finance expect the company to earn an adjusted 78 cents a share on $10.45 billion in revenue for the period.

Over the past 12 months, shares of Oracle have gained nearly 13% excluding dividends, compared to the near 17% gain in the S&P 500.

Here are five ETFs that may benefit if investors like Oracle's fourth-quarter results.

iShares North American Tech-Software ETF

The $1.18 billion iShares North American Tech-Software ETF (IGV) - Get Report has Oracle make up 8.26% of its portfolio, charging investors an expense ratio of 0.48%.

For Oracle shares to move significantly higher, Morgan Stanley's Weiss sees two ways -- be recognized as the next Microsoft when it comes to cloud expertise or deliver on double digit earnings growth, the more likely of the two scenarios.

"In our view, being the 'Next Microsoft' is the harder road - there is little external validation in our CIO survey work for a strong positioning in the broader public cloud market today and looking at the relative variance in CY18 P/E multiples (on a like-to-like GAAP basis), we only see MSFT trading at a ~14% premium to ORCL," Weiss wrote. "A return to double digit EPS growth,as targeted by Oracle management, may be the easier road to stock performance."

Morgan Stanley has a equal-weight rating and a $47 price target on Oracle.

First Trust ISE Cloud Computing Index Fund

The $888.2 million First Trust ISE Cloud Computing Index Fund(SKYY) - Get Report has Oracle make up 4.5% of its portfolio, charging investors an expense ratio of 0.60%.

Goldman Sachs analyst Heather Bellini notes that Oracle's transition to the cloud is central to owning the stock.

Our ORCL thesis continues to be based on improving performance and competitiveness of the company's SaaS solutions and a growing pipeline of existing on premise database workloads to be moved to Oracle's cloud," Bellini wrote in a note to investors. Coupled with op-ex discipline, we believe that these factors should drive the company's first meaningful increase in gross profit growth since FY14 and see further acceleration in FY19."

Goldman has a $49 price target on Oracle, which is rated at a "buy."

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First Trust NASDAQ Technology Dividend Index Fund

The $723.8 million First Trust NASDAQ Technology Dividend Index Fund (TDIV) - Get Report  has Oracle make up 4.18% of its portfolio, charging investors an expense ratio of 0.50%.

In a separate note, Goldman's Bellini noted Oracle had $693 million in cloud revenue in the first-quarter of 2017, up 7% year over year. 

WBI Tactical LCV Shares ETF

The $78.3 million WBI Tactical LCV Shares ETF (WBIF) - Get Report  has Oracle make up 3.91% of its portfolio, charging investors an expense ratio of 1.05%.

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PowerShares Dynamic Large Cap Value Portfolio ETF

The $1.29 billion PowerShares Dynamic Large Cap Value Portfolio ETF (PWV) - Get Report  has Oracle make up 3.28% of its portfolio, charging investors an expense ratio of 0.57%.