Fiscal Q4 for Oracle, ended May 31, is always the company’s largest—and earnings calls often reveal developing trends for the company’s new fiscal year.
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With the news of two new Microsoft acquisitions in the networking and telecom space, traditional players in that industry better step up their game.
On this week’s fiscal Q3 earnings call, Microsoft CEO Satya Nadella outlined the opportunities and the traps he sees ahead in the post-COVID-19 world.
In the wake of Oracle’s better-than-expected Q3 results, it can be illuminating to see the world—at least temporarily—through the eyes of Larry Ellison.
As Salesforce annual revenue surges toward $20B, this week Marc Benioff is hosting 170,000 at the Dreamforce extravaganza. Here’s what I’m watching for.
Salesforce Sales Cloud and Service Cloud will now be tightly integrated with Microsoft Teams collaboration solutions, in a stinging blow to Amazon.
This podcast is brought to you by Oracle. || Hear from Bruno Aziza, Group VP of Oracle Analytics, about expanding access to data science, workflows, & more.
“We’re seeing very, very rapid adoption,” Ellison said, noting for the first time customer adoption of Autonomous Database on the Oracle Q4 earnings call.
Larry Ellison broadened his “bet the company” statement to encompass Cloud Applications and Cloud Infrastructure, indicating where Oracle’s future stands.
What to watch for in the coming hybrid wave. Cementing its future growth and relevance, the cloud industry is warmly embracing hybrid computing.
Community Summit proved AI is no longer just hype. It’s a growing toolset that demands intentional learning, trial, and shared knowledge to unlock its full potential.
Final day of Community Summit North America 2025 spotlighted AI’s real-world impact — from cybersecurity and Copilot innovation to the evolving partnership between humans and intelligent technology.
Day three of Community Summit NA 2025 highlights AI transforming Microsoft business apps, boosting accessibility, efficiency, and customer experiences.
Microsoft’s new licensing deal with Harvard Medical School positions Copilot to lead in healthcare AI by offering more accurate, practitioner-level health insights and reducing reliance on OpenAI.
Community Summit’s second day focused on translating Copilot’s promise into measurable outcomes for teams across industries.
The 2025 Community Summit North America keynote brought together thousands of Microsoft leaders and community innovators to showcase how AI is transforming Dynamics 365 and redefining the future of business applications.
Oracle is aiming for $225B in revenue within five years by leveraging AI, multicloud, and cross-industry ecosystems to transform customers and entire industries.
Oracle customers at AI World emphasized the power of speed and first-mover advantage in adopting AI at scale.
Microsoft expands Azure AI Foundry with new OpenAI models — GPT-image-1-mini, GPT-realtime-mini, GPT-audio-mini, and GPT-5 — unlocking advanced multimodal capabilities in text, image, and audio for developers.
Oracle’s new CEOs outline a bold AI-driven strategy, positioning the company’s data and infrastructure strengths to lead the next wave of enterprise transformation.