Oracle recently held a call for analysts to discuss its results for the last quarter, and there were multiple bright spots. It was much like a similar call 90 days previous, and together the calls drove home the conclusion that Oracle is turning into a cloud company. A casual observer might not be convinced, since the macro numbers show a company barely growing. Oracle told the story succinctly: Total Revenues were $9.0 billion, flat in U.S. dollars and up 1 percent in constant currency. However, the apparent stasis actually was good news.