Oracle, TikTok partnership is a 'headscratcher' -investor

Oracle doesn't get much beyond bragging rights with TikTok, said Forrest, as the team-up still leaves Oracle far behind Amazon Web Services and Microsoft Azure in the cloud storage business.

There's also a problem of software, she added. Cloud software is a higher-margin business, which the Oracle-TikTok deal doesn't include, leaving Oracle with just storing TikTok's data, which will hardly be a money-maker, Forrest said.