Oracle's AI Business Model Is Working, And Others Need To Watch Out

from The Josh Bersin Company · host Josh Bersin

Oracle’s earnings announcement yesterday demonstrates the company’s shift to a new type of enterprise “software” company, challenging companies like SAP, Workday, Salesforce, and many others. In this podcast I explain this shift, the history of Oracle, and where AI is taking the enterprise software market. Here is the source article to read, and I look forward to further discussions on this topic with our clients and vendor partners. Reference Information Oracle’s Earnings Prove That AI Infrastructure Is Eating Enterprise Software Nvidia Explains The New Software Stack (5-Layer Cake) Oracle Earnings Announcement Chapters (00:00:00) - Analysts on Oracle's Earnings(00:01:35) - Oracle's Rise to the Cloud(00:08:43) - Oracle's Future in the AI World

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This episode was published on March 11, 2026.

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