> Because the ERP and EHR market is almost entirely dominated by SAP and Epic.

And still they were trying to compete, weren't they?

> Which is largely attributed to the growth in spend on Oracle Cloud.

That's exactly what I'm trying to say. Why have their cloud services are suddenly started to make more money, roughly speaking? And at the same time, what is (seemingly) the main reason for their recent debt increase? They do cut out the fat, yes, I agree, but what exactly pushed them to do it right now? What made them to act so quickly and urgently? That's what I'm trying to say.