I was just going to post a question in the forum about this topic exactly.

And not related to the db engine only, but even to the analytics.

I have no clear thoughts to share here, at the moment, but my feeling is that that the db engine part is moving toward a SMB market (or, better, the SMB market is going to become its main adopter), the cloud is being addressed to large distributed businesses, and the analytics are going left in favour of competitors.