Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle is increasingly well positioned to benefit from AI via its infrastructure software segment and by embedding AI into its applications. This strategic positioning should support software monetization and upside to cloud/infrastructure revenue, implying potential positive implications for growth and margins in Oracle's enterprise software business.

Analysis

Oracle is increasingly well positioned to benefit from AI via its infrastructure software segment and by embedding AI into its applications. This strategic positioning should support software monetization and upside to cloud/infrastructure revenue, implying potential positive implications for growth and margins in Oracle's enterprise software business.