Oracle 称 AI 将拯救其 SaaS 业务而非颠覆它

SOFTWARE

It’s a better interface, can speed installations, and drives IaaS sales too

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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 to navigate and execute a process exactly as a system expects, AI agents can perform tasks using the organization's established workflows and business rules. Employees then shift to overseeing agents, resolving exceptions and applying human judgment where it matters most.”

Sicilia is not alone in that view. Salesforce’s Claudeforce puts an AI interface on the CRM giant’s wares.

“We are incredibly confident in the potential for this new paradigm to deliver much more rapid ROI for our customers,” Sicilia said.

He then promised that in October Oracle will debut an “agentic AI accelerator” that will “automate and orchestrate implementation at an unprecedented scale, compressing SaaS deployments from years to months and months to weeks.”

The CEO offered another reason for investors to be bullish about Oracle’s applications biz.

“Our SaaS business is also a wonderful lead generation business for our IaaS business,” he said.

SaaS is also a solid performer, growing ten percent even as Oracle’s line item for software revenue slipped three percent to $5.5 billion.

The database giant’s cloud biz did rather better, growing revenue 60 percent year-over-year to $11.6 billion.

Financial analysts on Oracle’s earnings call wanted to know if the company’s colossal investments in datacenters and AI infrastructure are paying off and co-CEO Clay Magouyrk said Oracle is “constantly finding interesting ways to fund the business.”

He also pointed to demand for AI infrastructure remaining strong and customers being willing to pay a premium to access it.

“GPU longevity and value continue to impress,” he said. “Of all the GPUs that came up for renewal in Q1, that capacity was renewed or resold at a 20 percent premium to prior contracts.”

“The majority of those GPUs are four years or older,” he added. “We see a long useful life with increasing value for the AI capacity we're deploying.”

That said, Magouyrk warned that some of Oracle’s datacenter mega-builds are progressing faster than others, meaning it can’t offer precise predictions about when its new facilities will start to produce revenue.

Magouyrk argued that’s nothing to worry about.

“Anyone that's been in the business of doing construction or large-scale infrastructure development, if their plan relies on 100 percent achievement of every one of their deliverables, we have a term for that. It's called a bad plan,” he said.

“And so we try real hard not to make bad plans. So we obviously know the difficulty and the complexity of what we're doing, and we don't assume 100 percent of everything is going to work all the time. And we have backup options for those things, as well as we don't count that everything is going to get done exactly on time all the time.”

Oracle’s plans did work well enough that it turned on 850 MW of new datacenter capacity in the quarter, and forecasedt earnings per share for the full year would rise five cents to $8.10 on revenue of at least $90 billion.

Initial investor response was positive as Oracle shares popped seven percent in after-hours trading, before settling to levels experienced earlier this week. The company’s stock is down 21 percent over the year and is 38 percent below its June peak. ®

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