Ten years ago, Oracle (NYSE: ORCL) and Salesforce (NYSE: CRM) were both navigating a pivotal shift: legacy software companies racing to reinvent themselves as cloud businesses. Both made it, but the ...
Oracle's competition with Salesforce is heating up, Valoir analyst Rebecca Wettemann says. Oracle is developing more applications that go head-to-head with Salesforce's offerings, Wettemann says. Both ...
Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...
Oracle and Salesforce have each disclosed plans to slash hundreds of jobs in the Bay Area in a fresh round of staffing reductions that will affect more than 500 workers in the region, according to ...
The wave of tech layoffs that has battered the industry for more than two years shows little sign of slowing, with Oracle and Salesforce slashing hundreds of positions across California and Washington ...
Salesforce, Inc. CRM and Oracle Corporation ORCL are two major players in the cloud enterprise software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship ...
Oracle executives repeatedly said the company is insulated from the AI threat. It might be time for investors to listen.
ORCL's AI backlog surge lifts revenue visibility as cloud jumps 34% y/y and $4B in new AI deals fuel the fiscal 2027 growth outlook.