Oracle(US:ORCL) Seeking Alphaยท2025-10-15 05:32Core Insights - A decade ago, Oracle was viewed as a laggard in the enterprise software space, particularly during the shift to cloud computing, while Salesforce was seen as a leader in the industry [1] Company Analysis - Oracle's position in the enterprise software market has evolved over the years, reflecting changes in technology trends and competitive dynamics [1] - Salesforce has been recognized for its strong performance and innovation in the same period, contrasting with Oracle's earlier struggles [1] Industry Trends - The major trend in computing has shifted from cloud migration to artificial intelligence (AI), indicating a significant transformation in the technology landscape [1] - The experience of analysts covering technology companies highlights the ongoing themes and challenges within the industry, including the rise of AI and its implications for established players like Oracle and Salesforce [1]