Oracle Corp. (NYSE: ORCL – $36.79) announced that it has signed an agreement to acquire Maxymiser, a leading provider of cloud-based software that enables marketers to test, target and personalize what a customer sees on a Web page or mobile app, substantially increasing engagement and revenue. Maxymiser optimizes over 20 billion customer experiences per month for brands such as Allianz, HSBC, Lufthansa, Tommy Hilfiger, Alaska Air and Wyndham. The company will be a part of Oracle’s Marketing Cloud and will strengthen that segment of Oracle’s business. Terms were not disclosed. It is no secret that the current strength of the dollar is weighing heavily on Oracle’s financial results. Indeed, adverse foreign exchange took a $0.09-a-share toll on earnings in the May period. Assuming that the dollar does not further appreciate materially, foreign exchange will still weigh on earnings through the first three quarters of fiscal 2016, ending in May. This, combined with the initial profitability picture in cloud services vs. traditional software, will negatively affect fiscal 2016 earnings to about $2.70 a share versus $2.86 in fiscal 2015. Meanwhile, the Street revenue target of $38.9 billion is essentially unchanged, as strong growth from cloud services tends of offset some of the drag from foreign exchange. Sales and earnings should, however, return to growth mode in fiscal 2017 and ORCL is likely to earn close to $3.00/share. The good quality shares represent a decent technology play through late decade.