satya: i take anything we do, whether with salesforce or oracle, google or apple, or anyone of them,t think of everything as zero-sum. think of the places where we can actually work together to help customers and compete where we have overlaps. -- wenever this binary are all the time competing or all the time cooperating -- for anyone of the competitors we work with, we look to try and find how we can create these non-zero-sum cooperations. emily: buying link in is one of your biggest bets yet, which you bought for 26 billion dollars. what have been the early successes and challenges? satya: the thing that was important to us and jeff was to make sure. m&a starts with whether the core asset -- is it thriving? oldedin is growing, growing in its usage, in its stop line, in terms -- in terms of its bottom line. six or sevento now months after close, we are at selector it -- accelerating growth is the thing i look at to as the marker of success. emily: what are the early challenges of integrating a large company into a larger company? a very different approach to integration this time ar

oracle's larry ellison trying to sound a confident, bullish tone on the call, as always, calling out the competition. take a listen. >> you compare that to workday or salesforce, the two other major application players in the cloud. they're not even close so we're much bigger in the workday applications they're a primary competitor in hcn and erp. salesforce has been at it for 15, 16, 17, 18 years, they've been at it for a long time but we sell more new applications customers than they do every year. in fact let me be clear. we sell double, double what sal salesforce sells in absolute dollars. >> on the call, it was when they gave guidance that you saw that stock take a hit the total of 2 to 4% the q2 cloud revenue guide of 39 to 43%, that's when you saw the stock take a leg lower they were mentioning seeing continued success in certain applications, erp. they keep seeing real logos, they keep mentioning a big backlog they hope to followed into q2 and q2 high talking about mark hurd, what he sees ahead for q2 and q3 >> last quarter was traditionally weak for oracle. yet they're missing on the guidance for the current quarter. josh, thank you, we look forward

or stories outlined by larry ellison who he worked for and loved. >> used to be at oracle. >> and loved. >> people forget that. >> people will say you know why, why shouldn't i be in salesforceyou really feel about him? >> how do i know about him >> how do i feel i'm holding back i'm going to hold back. >> really. >> good choices, pete, clearly. >> sue herera has the latest headlines for us hi, sue. >> hi, scotty, indeed i do here's what's happening at this hour the national hurricane center says that hurricane maria has strengthened to a category 3 storm with winds of 120 miles per hour it's heading into the caribbeanch the eye is expected to move through the leeward islands later today and it is on the same path that would take it near many of the islands wrecked by him ark hurricane jose meanwhile is making his way up the atlantic, and while it's not expected to make landfall it's still affecting the atlantic seaboard. strong waves and rip tides keeping beach-goers out of the water along the new jersey shore. president trump speaking before the u.n.'s annual general assembly continuing his call for reform during his first remarks there as president he also told leaders it

salesforce or ibm have spent. they see their software fortunes not growing as much in a lot of ways and fueling themselves by using acquisitions. it is this will that lots of companies are using oracleat, but no real rate acquisitions affecting these results here or net sweeping the largest of them. steady growth here. i think you can see and the results. in the marketing was inspecting a bigger move from oracle. a 5.5% growth. this is after the numbers thatsted they won't be extreme. we will see what happens with tos and have some time digest it. we will be listening to a conference call to get the latest from oracle to better understand what they're doing and how they are looking. the results look strong. julia: i want to talk you about margin expansion. i know this is something been talkings about a great deal. there is more than a 10% increase in margins. cory: i didn't have enough time to dig into see exactly where that is. it is good news. we will figure out why with some more results. i will have it tonight. coreyt: we have to give sometime. let us go to mark crumpton with our first word news. mark: chuck schumer and nancy reached a deal with president trump to protect childr