Oracle (ORCL) investor relations material

Conference overview

• The event marked the 20th annual Deutsche Bank Technology Conference, highlighting its growing significance and family-friendly atmosphere over the years.

• The conference focused on paradigm shifts in technology, especially the rapid evolution and disruption brought by AI across the industry.

• Oracle's leadership and longevity in the tech sector were emphasized as a fitting kickoff for discussions on industry transformation.

AI disruption and opportunity

• AI is rapidly transforming the software industry, driving unprecedented productivity and positive disruption, especially in mission-critical applications.

• Conversations with enterprise leaders have shifted to focus on extracting value, managing costs, and understanding the ROI of AI investments.

• The next major trend is the inferencing market, where combining public models with private enterprise data unlocks significant value.

• Predictable cost structures and ROI-driven AI solutions are increasingly central to customer discussions.

Monetization and pricing models

• Multiple AI monetization models are gaining traction, including token bundles, usage-based pricing, and outcome-based pricing, with all expected to remain popular.

• Governance and predictability in AI consumption are key differentiators, helping enterprises manage costs and measure ROI effectively.

• Embedded AI in applications accelerates adoption and enhances security, reducing the need for risky customizations.