Oracle’s latest quarter didn’t just reshape expectations for a legacy database vendor — it rewrote the competitive map for cloud infrastructure by booking a staggering backlog and laying out a five‑year growth path that, if executed, would position Oracle as a genuine challenger to the...
Oracle’s latest financial quarter did more than surprise investors — it rewrote the short-term narrative for how legacy enterprise vendors can compete in an AI-first cloud market by converting a mountain of booked contracts into a five‑year infrastructure roadmap that, if executed, would elevate...