June 12, 2025 09:09 PM GMT Software | North America Is AI Catalyzing an Oracle Back- Office Supercycle? Accelerating growth at Oracle Fusion and NetSuite catalyzed by AI suggest the Back-Office Supercycle is broadening out beyond just the SAP ecosystem, giving us incremental confidence in our high-conviction Overweight calls within our Office of the CFO coverage group (BL, OS, & VERX). Oracle (covered by Keith Weiss) reported a better-than-expected F4Q25 (4Q25 Results – Thinking Big (June 12, 2025)), especi ...