My bet is on the latter - it allows Oracle to have a story around container management.
They already have a docker-based container service as a part of their IaaS offering, but management was a huge weak spot as most of the services are fairly new
Governance / control also a big big part of enterprise Docker sale along with usual DevOps move faster stuff.
Surprised how little messaging has moved on though and microservices still treated as a panacea for all ills.