It's Larry's World, we Just Live in it
Manage episode 441458420 series 3502611
In the latest episode of Breaking Analysis, theCUBE Research Chief Analysist Dave Vellante and Principal Analyst Rob Strechay break down Oracle’s growing momentum, highlighting the company’s strategic moves in cloud infrastructure, AI integration and its legacy database business. Oracle’s unique multicloud strategy, unveiled at Oracle Cloud World, takes center stage, with Larry Ellison’s bold vision of a password-free future and a focus on unmatched security.
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The episode also dives into Oracle's strong financial performance, boasting a 44% operating margin and rapid cloud revenue growth, positioning it as a serious competitor to Amazon and Google. With automation and AI driving new levels of efficiency, Oracle’s focus on mission-critical applications sets it apart in the cloud market.
Read the full article https://siliconangle.com/2024/09/14/larrys-world-just-live/
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Be sure to follow Dave's weekly Breaking Analysis podcast as well, for the deep data dives on enterprise computing trends, from spending patterns to Wall Street implications.
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255 episode