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Epic Systems expands EHR market share lead over Oracle Health

1. Epic gained 176 facilities and 29,399 beds; Oracle lost 74 facilities. 2. Oracle faced criticism for poor partnerships and service delivery issues. 3. Ellison highlights Oracle's innovative AI capabilities in EHR software. 4. Oracle's recent outages have caused concern among health organizations. 5. Epic's customer trust continues to strengthen, impacting Oracle's market position.

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FAQ

Why Bearish?

Oracle is losing market share significantly to Epic, which could affect sales. Historical losses in competitive scenarios often lead to stock price declines.

How important is it?

The article discusses Oracle's declining market position against Epic, which is crucial for investors.

Why Long Term?

The impact reflects long-term trends in market share and customer retention. Continued issues could erode Oracle’s reputation and affect future contracts.

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