Such a shift in strategy might be received poorly by investors, who bid up the company's shares over 20 percent in the 12 months prior to a March 20 third-quarter earnings miss, on declines in software licenses and cloud software subscription revenues. By early 2012, it was clear that Oracle was an aggressor for cloud-businesses from a seemingly opportunistically priced October 2011 acquisition of cloud service solution RightNow for about $1.5 billion and a $1.9 billion deal for human capital management solution Taleo. The trend continued with Oracle's late 2012 deal for Eloqua Software, a deal to bolster the company's so-called Oracle Marketing cloud.