SAP’s Q4 and full-year 2024 results showcase remarkable growth, with cloud ERP revenue up 35%, a 43% increase in cloud backlog, and cloud now accounting for 50% of total revenue.
Oracle
Bonnie Tinder explores how AI is transforming the enterprise software landscape, focusing on Oracle, Workday, and SAP’s strategies to integrate AI for business growth and innovation.
ServiceNow CEO Bill McDermott shares insights on how AI agents will transform productivity, projecting significant time savings and a $20 trillion opportunity for businesses by 2026, emphasizing the importance of AI-driven innovation and cross-functional integration.
The Stargate Project, under Larry Ellison’s leadership, is set to push the boundaries of AI and technology, with ambitious goals like developing cancer vaccines in just 48 hours.
AI has the transformative potential to reshape industries, address complex challenges like cancer research, and usher in a new era of innovation and possibility.
SAP CEO Christian Klein discusses how the company is leveraging AI and end-to-end solutions, including the “super agent” Joule, to drive business transformation and enhance customer productivity.
Microsoft and Oracle’s diverging AI strategies — standalone agents vs. integrated solutions— set the stage for transformative “Agent Wars” in enterprise technology.
Oracle Executive Vice President Steve Miranda discusses the integration of AI agents into business applications and their transformative impact.
Oracle and Microsoft are taking vastly different approaches to AI agents, with Oracle sees agents as bound to its applications, while Microsoft views agents as separate and changing the role of apps.
Oracle exec takes aim at Biden Administration’s proposed AI regulations as overreaching, unrealistic, and poised to give the upper hand to other nations including China.
CEO Safra Catz explains Oracle’s vision for making healthcare more efficient by automating connections and reducing the burden on hospitals with cloud-based offerings.
Oracle is driving the AI and cloud revolution, empowering businesses to modernize workflows, harness data, and exceed customer expectations.
Catz talks about Oracle’s growth strategy, focus on multi-cloud partnerships, AI healthcare applications, and the pursuit of its $100-billion revenue goal.
Highlights from a conversation with Oracle CEO Safra Katz that covers the company’s outlook for 2025, cloud adoption, bold business transformations, and innovative partnerships.
AI-driven applications suites are transforming enterprise efficiency, innovation, and integration.
The Suite Wars intensify as major apps vendors focus on AI, integration, employee experience, security, and industry-specific solutions.
Oracle’s cloud database growth is surging as it partners with Microsoft, Google, and AWS, offering faster, more affordable migrations and AI-powered solutions.
Oracle’s cloud database services saw a 28% revenue increase, driven by partnerships with rivals Microsoft, Google Cloud, and AWS, as demand for AI-integrated solutions and flexible cloud options grows.
Oracle’s Q2 results inspired Larry Ellison to recognize the impact of AI, stating that its scale is “unimaginable.”
Discussing Oracle’s strong financial results, chairman Larry Ellison’s comments about the scale of the AI opportunity underscores the significance of the tech revolution we’re experiencing.