they offer web-based software sold as subskripgss, rather than licenses. it departments orphans of the cloud because it can help them save cost and stream line operations. analysts say their survey work shows 38% of the customers are using sales force, way up from a year ago. >> there are a lot of things going on in the software sector. >> reporter: an equity analyst says they missed the cloud trend, on track for the smallest yearly gain since at least 1987. >> the fact they are in catchup mode is a damper on the stock price as they watch others seeing greater growth from this new business model. >> we worked again and reworked. >> reporter: oracle is fighting back. the company's database designed for the cloud announced in july could see growth pick up next year and despite the issues oracle is facing, they think it's valued. they used to think of it as a corner stone investment. the question is whether ellison convinced them it still is. >>> four shares shifted down after the auto maker predicted a bumpy road the ahead. cost of lunching a record number o