On the surface, the growth posted by the 20 players mentioned earlier in the series looks promising. However, when we compare their growth figures with the growth in the overall cloud space, it doesn't appear to be satisfactory. Synergy Research estimates show that the cloud space is growing at a rate of more than 50% while these 20 players, including Oracle, reported average yearly growth of 41%, indicating that they are losing market share. This explains the rationale behind Oracle's recently announced acquisition of NetSuite.