Oracle's overall revenue increased 12% to $14.93 billion, which missed the $15.04 billion analyst consensus by less than 1%. Cloud revenue jumped 28% to $7.2 billion. Within the cloud segment, cloud ...

Oracle’s remaining performance obligations soared 359% to $455 billion in Q1 FY2026, following several multi-billion-dollar cloud infrastructure contracts. Cloud infrastructure revenue climbed 55% to ...

We're about to get a heavy helping of MCP from the keynote stage, as fuel for the agentic AI buzz. But why MCP? Why is ...

Oracle's stock surge is driven by AI hype, but revenue challenges and concentration risks suggest it’s overvalued. Click for ...

We look at block storage in the cloud, why you might want to use it, its key benefits, how it fits with on-prem storage, and ...

Nebius and Oracle are rewriting the AI infrastructure playbook with explosive growth and massive customer wins.

Oracle's (ORCL) stock surge stemming from its strong fiscal first quarter earnings reported this week is a reminder to ...

The ISG Buyers Guides™ for Record to Report are the distillation of more than a year of market and product research efforts. The research is not sponsored nor influenced by software providers and is ...

The gush of second quarter earnings reports is beginning to slow to a trickle, and with most of the reports in, the results ...

The intersection of cloud architecture, data engineering, and artificial intelligence continues to reshape enterprise technology landscapes, with seasoned practitioners bringing decades of experience ...

Owning multiple rare sports cars, luxury homes, and even a Hawaiian island (Lānaʻi, purchased in 2012), Ellison’s personal ...

Larry Ellison’s moment in the spotlight has illuminated how extraordinarily exposed the global markets – and Australians’ ...