Analyst Perspectives

Oracle, long known for its dominance in databases and enterprise software, has a new message for the business world: Artificial intelligence (AI) isn't just a technology trend, it's a business imperative. At the recent Oracle Industry and Application Analyst Event, company executives made their most compelling case yet for why non-technical executives should care about a deeply integrated tech stack—and that case rests squarely on the shoulders of AI.

My colleagues have recently described how agentic artificial intelligence (AI) has the potential to revolutionize enterprise computing by automating the handling of static and dynamic complexity to enable software to take action without the need for human intervention. Put simply, agentic AI is the orchestration of the execution of discreet business tasks by a combination of software components that automate business processes. While agentic AI is the next big thing, it can also be seen as the...

I recently attended the Oracle Apps & Industry Analyst Summit in Redwood City, California. Over the course of two days, Oracle offered a concentrated look at a market that is both racing ahead and tripping over its own shoelaces. Generative, predictive and now agentic artificial intelligence (AI) have become the new currency of competitive advantage across HCM; Oracle alone has delivered more than 150 AI capabilities across its Fusion Apps and 62 inside HCM in just two years, climbing from...

I have previously described how data as a product was initially closely aligned with data mesh, a cultural and organizational approach to distributed data processing. As a result of data mesh’s association with distributed data, many assumed that the concept was diametrically opposed to the data lake, which offered a platform for combining large volumes of data from multiple data sources. That assumption was always misguided: There was never any reason why data lakes could not be used as a data...

OneStream offers a platform designed to serve the needs of accounting and financial planning and analysis (FP&A) organizations. The software handles financial close and consolidation, planning and budgeting, analysis and reporting.

At this year’s Conga Connect 2025 conference held in Orlando, FL, the enterprise software provider unveiled both a new chief executive and a sharpened vision for the future of revenue management technology. David Osborne, recently appointed CEO of Conga, took the stage for his keynote address with a foundational question: “Why?”—as in, why does Conga exist?

I have previously explained how increased enterprise focus on artificial intelligence (AI) and agentic AI is a forcing function for enterprises to take long-overdue steps to improve data management and data governance. Data is integral to AI: large volumes of data are required to train models, while data freshness is important for inferencing in interactive applications and data quality is fundamental to ensuring that the output of agentic and generative AI (GenAI) initiatives can be relied...

The development of artificial intelligence (AI) has transformed the idea of customer experience (CX) from a piecemeal, manually directed practice into a more streamlined and disciplined activity. The available technology has become so diverse and expansive that it is allowing enterprises to cope with a two-headed problem: providing more personalized and effective experiences is complex, and once you start to deliver those experiences, customers ratchet up their expectations and expect the new...

A little under a year ago, I explained how Google was positioning its BigQuery product as a unified data platform for processing data in multiple formats, across multiple locations, for multiple use cases—including business intelligence (BI) and artificial intelligence (AI)—using a combination of multiple data engines, including SQL, Spark and Python. The evolution of BigQuery as the focus of Google’s analytics and AI offerings continued at the recent Google Cloud Next ‘25 event, with Google...

The artificial intelligence (AI) landscape is undergoing dramatic transformation, with enterprises rapidly adapting to a world where AI is no longer just a possibility but a necessity. ISG Market Lensresearch of 300 enterprises shows that AI initiatives were the second largest category of IT spending for 2024, behind customer experience initiatives. Furthermore, enterprises plan to increase 2025 IT spending on AI initiatives by 5.7%, which is more than any other category and nearly three times...