Oracle's fiscal first quarter results were better than expected as cloud infrastructure demand surged, but the company had negative free cash flow of nearly $5.4 billion. ...
ConstellationTV episode 138 covers a lot of ground: a Big Debate on what to expect from Salesforce at Dreamforce, a ShortList spotlight on B2C marketing automation, a deep dive int...
In this conversation, R “Ray” Wang and Holger Mueller unpack Oracle’s rapid pace of database innovation throughout 2026. The announcements span AI, security, availability, infrastr...
Oracle CEO Mike Sicilia riffed on AI spending, open models, finding enterprise value and outcome-based pricing in a recent talk. Sicilia's comments are worth noting since much of O...
Enterprise AI strategy keeps circling back to the same hard questions: where should workloads actually run, how should vendors get paid for outcomes, and how can buyers tell real A...
Oracle is moving toward outcome-based pricing as a model to complement its existing enterprise contracts. The big question is whether Oracle and its customers can deliver the outco...
Oracle reported better-than-expected fourth quarter results, delivered 47% in cloud revenue growth compared to a year ago and 93% growth in infrastructure as a service. ...
In ConstellationTV episode 128, co-hosts Liz Miller and Holger Mueller tackle the biggest myths in enterprise tech, from the state of CRM to Wall Street's AI obsession. Here are th...
Oracle said it has added a set of agentic AI features to Oracle AI Database in a move that brings autonomous agents closer to transactional data. Separately, Oracle announced new a...
Oracle said it will raise $45 billion to $50 billion in 2026 using a combination of debt and equity to build data centers for its cloud operations. Oracle's free cash flow has tank...
Oracle reported a mixed second quarter and said it has sold its Ampere unit because it's not strategic to design and manufacture its own chips. Oracle CTO Larry Ellison said, quot;...
lt;pgt;ConstellationTV episode 118 covers the latest enterprise tech developments, creative advertising solutions, and strategic pivots from leading organizations.lt;/pgt;
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Oracle's Fusion applications business can't compete in buzz or growth rates compared to Oracle Cloud Infrastructure (OCI), but you'd be wise to pay attention to the software plan. ...
Oracle CTO Larry Ellison is never short of words. In his annual keynote at Oracle's AI World conference (previously Cloud World), Ellison held court for nearly two hours and riffed...
Oracle launched Oracle Autonomous AI Lakehouse and AI Data Platform as it extends its database dominance into broader AI platform ambitions. The company also expanded a partnership...
Oracle has named Clay Magouyrk, who led Oracle Cloud Infrastructure, and Mike Sicilia, who led Oracle Industries, co-CEOs as Safra Catz becomes Executive Vice Chair.
The company a...
Oracle's first quarter earnings and revenue fell short of expectations, but remaining performance obligations growth of 359% overshadowed the results. Free cash flow has been negat...
Oracle said it has deployed OpenAI GPT-5 across its applications and database portfolio in what amounts to more choices for Oracle customers and additional distribution for OpenAI....
