Oracle Fusion Cloud Human Capital Management (HCM): Provides a unified AI-powered HR platform that connects all people-related processes and data to help organizations automate tasks throughout the ...
The AI infrastructure race was supposed to be a straight line up and to the right, a capital spending binge that would pay ...
When Oracle’s AI buildout translates into revenue and what it does if OpenAI fails to pay are among the questions.
Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized revenue.
Oracle's latest earnings report was supposed to showcase how aggressively the company has pivoted to artificial intelligence, ...
Despite posting impressive quarterly earnings, Oracle's shares faced significant investor pressure. The focus shifted decisively from a 54% surge in earnings ...
Oracle's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Learn why ORCL stock ...
Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...
Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most ...
Oracle holds a solid spot in the market, particularly strong in database technology, which is a big advantage as cloud ...
Rising outlays are taking longer to translate into cloud revenue than investors want. Read more at straitstimes.com. Read more at straitstimes.com.