
Oracle Q1 FY 2027: AI Infrastructure Contracts Convert Into Growth
Futurum Research analyzes Oracle’s Q1 FY 2027 earnings, including OCI growth, AI contract conversion, data center spending, and agentic enterprise products.
Futurum has published 6 analyst insights and 8 research reports on Oracle since 2024, most recently September 14, 2026.
14 results

Futurum Research analyzes Oracle’s Q1 FY 2027 earnings, including OCI growth, AI contract conversion, data center spending, and agentic enterprise products.

Brad Shimmin, VP & Practice Lead at Futurum, reveals findings from the new Data Intelligence Platforms Signal report, highlighting how read-write AI agents and transactional execution realigned competitive market standings.

Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on how Futurum’s new ERP Platform “Signal” stacks up against his own year of SAP, Microsoft, Oracle, and NetSuite coverage.

The ERP Platforms market is undergoing its most significant architectural shift since the move to the cloud, as enterprise resource planning evolves from a static system of record into a dynamic system of action, one where autonomous agents plan, execute, and reconcile transactions across finance…

Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, shares his insights on Oracle’s new Fusion Agentic Applications for HCM and what they mean for the HR technology market.

Futurum’s Keith Kirkpatrick examines Pega’s FedRAMP Class D expansion in Pega Cloud for Government and how it measures up against competitors in the marketplace.

In our latest report, Data Gravity in the Age of AI: Engineering the Mission-Critical Engine for Autonomous Workloads, completed in partnership with Oracle, Futurum Research explores why fragmented data architectures are limiting enterprise AI progress and how Oracle AI Database 26ai provides a…

In this report, completed in partnership with Oracle, Futurum Research examines why production-scale agentic AI requires a secure, converged, data-resident foundation built for real-time context, persistent memory, and open data portability.

In our latest report, The Foundation for Innovation: Why Architectural Integrity and Distributed Databases are Crucial for Scaling Mission-Critical, AI-Ready Applications, commissioned by Oracle, Futurum Research examines two contrasting approaches to distributed databases: the SQL-on-key-value…

In The Open Lakehouse Imperative: Delivering AI Value Without Compromise, a report commissioned by Oracle, Futurum Research explains why many lakehouse stacks still force tradeoffs—and what a truly open, multi-cloud, high-performance approach looks like for enterprise AI.

In our latest report, The Agentic Frontier: Why Converged Data Engines are the Optimal Foundation for Autonomous Enterprise AI, commissioned by Oracle, Futurum Research examines why agentic AI is exposing the limits of fragmented “polyglot” data stacks—and how converged, multi-model database…

In our latest Research Brief, Oracle Database@Azure: The Genesis of Oracle’s Multi-Cloud Leadership , completed in partnership with Oracle, The Futurum Group explores how enterprises can simplify migration, reduce costs, and modernize operations while gaining a competitive edge in AI-driven…

In our latest deliverable, Market Insight Report: Industrial IoT Platform 2024 assesses the state of the IIoT platform market in 2024 and the integral role IIoT solutions play in enabling organizations to improve operational efficiency and business outcomes by ensuring granular and detailed data in…

Our latest report, Market Insight Report: Field Service Software, discusses how field service software can drive greater operational efficiency and ensure tasks are completed with precision.