Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
When Oracle launched its second-generation cloud in 2016, it revealed an architecture designed from the ground up for cloud workloads: Oracle Cloud Infrastructure. In the eight years since that launch ...
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Is TikTok — not AI — what saves Oracle?
Quick Read Oracle (ORCL) shares jumped 5% in premarket trading after ByteDance signed binding agreements for a U.S. TikTok joint venture. Oracle amd others will hold up to 50% alongside other American ...
Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Oracle and Amazon Web Services jointly announced the launch of Oracle Database@AWS. The new ...
Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized revenue.
Oracle dominates in enterprise databases, creating high switching costs. Offering SaaS and IaaS in one, it is growing fast with a guidance of 40% YoY cloud services growth. Oracle guided for 100% ...
Oracle ORCL and Microsoft MSFT stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud ...
For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined ...
In April 2009, Oracle Corp. made what at the time looked like a bad deal. Or at least that was the conventional wisdom. It announced that it was buying Sun Microsystems Inc. for $7.4 billion, or $5.6 ...
With a focus on cost-efficiency, flexibility, and specialized use cases, Oracle has transformed from a legacy software giant to a serious contender in the public cloud space. When Oracle launched its ...
We're halfway through the decade, and cloud saw a new narrative emerge in 2025. With outages knocking out half the web, and ...
Learn how the Oracle breach amplifies your risk from rogue cloud tenants plus how Grip helps organizations detect exposure and respond fast to mitigate risks.
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