Oracle has successfully shifted towards AI-centric cloud services, leading to an impressive 11% revenue increase in Q4 2025, reaching $15.9 billion. This growth has considerably improved the company's stock performance, its best in over two decades. Unlike the competition, Oracle focuses on providing enterprise customers with the ability to securely leverage AI on their own data within their cloud environments. Despite these advancements, the company must still focus on winning developers who are essential for building applications based on Oracle's robust data solutions.
For decades, Oracle Database has been the heart of the enterprise. Instead of competing with companies like OpenAI, Oracle is offering something practical to its enterprise customers: the ability to run AI securely on their own data.
Oracle's stock has surged significantly, reflecting an 11% increase in revenue, driven by demand for AI and cloud services, marking its best week since 2001.
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