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you have one of the largest infrastructure businesses in all of software. Well over $10 billion in scale
What can you tell us about what lies on the leading edge in terms of applications, impact, and ROI of Agentforce
the momentum in enterprises embarking on these journeys
is there any way to quantify or frame the revenue impact of Azure being short on capacity
as we think about Microsoft's very rich Copilot portfolio, now having been in market for over a year
how do you see Oracle Corporation's role evolving in a world where many other players are vying to be the AI interaction layer
how much money does Oracle need to raise to fund its AI growth plans ahead
Where does the market share go for the companies that don't have the database, that don't have the advantages that you have
why does the full stack nature of what you do remain important as we enter this new era of computing
What is Oracle's unique value add here? What can Oracle do that others can't?
Is there anything that you can share with us as to how we should expect it might flow through the financials?