Oracle says AI will save it from the SaaSpocalypse, not bring it on
It’s a better interface, can speed installations, and drives IaaS sales too
Oracle has argued AI will strengthen its applications business, by giving customers new ways to use software and making them easier to implement.
Co-CEO Mike Sicilia decided to defend applications in his first remarks on Oracle’s Q1 FY 2027 earnings call.
“The introduction of AI is an accelerator, not a replacement for packaged applications,” he argued. “Before AI came along, application suites had already proven their effectiveness. Companies have been able to increase their profit margins because end-to-end automation of standardized and efficient business processes proved to be much more effective than one-off custom solutions.”
The CEO then admitted that business apps “did require organizations to follow workflows and processes as designed in the system, something that many struggle to achieve consistently across functions, teams and regions.”
“AI changes this dynamic,” he said. “Rather than asking every employee...
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