Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Software-as-a-service (SaaS) companies are being challenged by artificial intelligence (AI) models that can perform tasks previously dependent on enterprise software. And as AI-powered tools enable users to do more with less, enterprise clients may need fewer subscriptions, potentially slowing user growth for SaaS giants.The sell-off in software companies has intensified in 2026, with many high-profile names from Salesforce to ServiceNow hitting multi-year lows.Application software is a key part of Oracle's (NYSE: ORCL) business. But the company is now a major player in infrastructure software as well, with Oracle Cloud Infrastructure (OCI) on track to make up the vast majority of Oracle's revenue over the next few years.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool