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It’s Larry’s world. We just live in it
- Oracle Corp. is seeing renewed business momentum powered by a combination of an entrenched database business, years of investment in cloud infrastructure, an integrated application suite and artificial intelligence technologies that are being infused throughout its product line.
- In this Breaking Analysis, we share our analysis of Oracle CloudWorld, held this week in Las Vegas, and explore highlights from the event, examine the firm's differentiated stack and look at some survey data from Enterprise Technology Research that supports our thesis.
- Oracle's top-line revenue came in at just over $13 billion for the quarter at an 8% growth rate relative to last year's Q1. We estimate that their business is accelerating and it will end up doing $58 billion in revenue this fiscal year, growing 9% overall relative to FY 2024.
- The company's focus on infrastructure, underscored by solutions like Exadata and Exascale, positions Oracle as a key player in the next-generation hyperscaler ecosystem.
- Ellison discussed his point of view around four pillars of security: data, application, user identity and network. He stressed that you can't have great security without full automation.
- Oracle's portfolio, which spans from infrastructure with Oracle Cloud Infrastructure or OCI to mission-critical applications, presents an integrated approach that is uncommon in the industry. Oracle's ability to tightly integrate its Fusion Applications with both first- and third-party services positions them as a leader in this space.
- Oracle's advances around the concept of 'duality' represents a pivotal development in how enterprises handle complex, multiformat datasets. The ability to unify SQL, JSON and graph data within a single platform represents a significant time-saver for organizations building complex applications.
- In our view, data suggests that Oracle has successfully positioned itself to maintain and grow its share of enterprise spending, particularly in the cloud computing sector. With a growing list of use cases, partners and regional cloud deployments, Oracle is providing compelling reasons for customers to revisit their Oracle investments.
- Oracle's continued investment in OCI, coupled with its broader ecosystem of applications and cloud services, ensures that Oracle remains a critical player for enterprises with existing spending commitments.
- Founder-led Oracle is paving a new path toward the next era in the company's long history.
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