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Oracle’s Q4 2026 Earnings Call: $638B Backlog Turns AI Cloud Growth into Funding Test By Tarsilla Moura

Oracle surpassed fiscal Q4 revenue and earnings expectations with a focus on its AI infrastructure, reporting significant growth in cloud revenue and large-scale AI contracts, but faced investor concerns over capital spending and negative free cash flow as it aims to convert its $638 billion in remaining performance obligations into revenue.

DAILY NEWS

Epicor Analytics and AI

Epicor Names Rachel Barger Chief Revenue Officer

Security analyst monitoring code and identity access controls across multiple screens following accelerated AI-driven breach activity

SAP Cloud Platform and Technology

SAP June Patch Day Brings Four Critical Fixes Across NetWeaver, ABAP, Commerce Cloud

ERP Today Analytics and AI

DATEV Moves Sales Teams to Microsoft Dynamics 365 with Capgemini

ERP Today Analytics and AI

Google Cloud Adds NTT DATA to Gemini Enterprise Delivery Push

Infor ERP Strategy and Planning

Jefferson Parish Sets July 1 Go-Live for Infor Public Sector ERP

EDITORS CHOICE

Analytics and AI

The Next Enterprise AI Wave Will Reach Beyond Agents, Says SAP Labs US Managing Director

At SAP Sapphire, Global Head of Research & Innovation Yaad Oren discussed SAP's forward-looking exploration of emerging technologies like AI, data, user experience, robotics, quantum computing, and cloud architecture, urging customers to embrace current AI capabilities while also preparing for future innovations.

By Tarsilla Moura

Business silhouettes behind blue glass panels, illustrating AI pricing, billing, and revenue recognition across enterprise finance systems.

Financial Management

Zuora Suite Helps Companies Connect AI Pricing, Billing, and Revenue Recognition

Zuora’s AI Monetization Suite connects AI pricing, billing, usage data, and revenue recognition as companies commercialize AI products through usage, credits, commitments, and hybrid models.

By Adam Pitman

Beacon.li office workspace with desks, monitors, chairs, and indoor plants, representing enterprise software implementation and support operations.

ERP Strategy and Planning

The Support Insight That Moved Beacon.li’s CEO Toward Enterprise Implementation

Beacon.li CEO Rakesh Vaddadi built a support tool. His customers pushed him upstream. Now he is making the case that implementation failure is a knowledge transfer problem — and that the fix is capturing expert judgment before it walks out the door.

By Adam Pitman

public sector ERP modernization AI readiness

Analytics and AI

ERP Technical Debt Is Blocking Public Sector AI. Here Is How to Address It

With nearly half of UK government technology spend consumed by maintaining legacy systems, DXC Technology's Derek Allison examines why ERP modernization, cloud adoption, and interoperability are now the critical foundations for closing the gap between AI ambition and operational reality in public services.

By Derek Allison

Analytics and AI

SAP Sapphire Interviews: SAP Executives Say AI Is Pushing ERP Back to the Center of Business Strategy

At SAP Sapphire 2026, Maura Hameroff and David Vallejo emphasized that AI is transforming ERP systems into strategic business frameworks that enhance enterprise decision-making by integrating industry knowledge and addressing fragmented data, thereby enabling companies to efficiently navigate modern challenges in supply chain management and overall business operations.

By Tarsilla Moura

Analytics and AI

SAP Sapphire Madrid Customer Keynote: Enterprise AI Value Depends on Business Ownership

The SAP Sapphire Madrid keynote highlighted the shift in AI discussions from announcements to operational integration, emphasizing that AI's value relies on governance, user trust, and practical implementation within business processes, as showcased by various case studies from companies like Ericsson, Fonterra, and EssilorLuxottica.

By Tarsilla Moura

Manufacturing Systems and Automation

Organizations Must Confront the AI-ERP Reality Gap

The enterprise landscape is facing disruption as AI agents automate tasks and support decisions, but many organizations struggle to implement AI effectively due to outdated and fragmented ERP systems, necessitating a transformation that integrates AI and ERP capabilities.

By Gertjan van der Linden

Supply Chain Management

‘Midmarket manufacturers should avoid treating automation and ERP as separate initiatives:’ Chris Brumett

Over the past decade, ERP systems have evolved from merely tracking transactions to becoming integral to the operational backbone of global supply chains, necessitating dynamic orchestration, real-time data integration and a focus on adaptability to support manufacturers.

By Chris Vavra

MOST READ

ERP TODAY LIVE!

ERP Today Analytics and AI

Interview: Nominal CMO on Why Finance AI Agents Need to Execute, Not Just Explain

At Sage Future, Nominal CMO Stephanie Montelius discussed why finance teams are moving beyond chatbots toward agentic AI that can execute ERP-adjacent accounting work with human oversight. The interview explores trust, deterministic agents, multi-entity complexity, intercompany transactions, manufacturing use cases, and the role of ERP-agnostic AI platforms in finance operations.

Sage Analytics and AI

Sage Future 2026: Julie Adams

Julie Adams, SVP of Construction at Sage, highlighting challenges and opportunities for ERP systems in the construction industry in a video interview at Sage Future 2026 in San Francisco.

Sage Analytics and AI

Sage Future 2026: Jon Fasoli

Jon Fasoli, SVP of Sage Intacct, discusses how the cloud financial technology is helping improve operations and management for their customers in many industry in a video interview at Sage Future.

SYSPRO Analytics and AI

ERP Today Interview: Leanne Taylor, Syspro

Syspro CEO Leanne Taylor discusses how they're embedding AI into ERP systems to have it function as an activation layer to help make better and more informed decisions the user can trust.

ERP Today Cloud Platform and Technology

ERP Today Interview: Rick Rider

Rick Rider, SVP of product management at Infor, discusses the transformative impact of autonomous AI on ERP systems, viewing it as a beneficial evolution rather than a crisis, while emphasizing the importance of robust underlying systems and exploring the variations in U.S. and European approaches to AI.

ERP Today Application Development and Integration

Acumatica Summit 2026: Cassandra Moore

Chris Vavra and Cassandra Moore explore key themes and trends from the 2026 Acumatica Summit in Seattle, focusing on innovations in ERP technology.

Acumatica Analytics and AI

Acumatica Summit 2026: Manish Chandak

At Acumatica Summit 2026, Tech Electronics CEO Manish Chandak discussed the evolving themes in ERP, focusing on the impact of digital replicas and AI on the future role of ERP systems.

Salesforce Analytics and AI

ERP Today Interview: Achyut Jajoo

Salesforce's Achyut Jajoo talks with ERP Today about how they're working on helping manufacturers enhance operational scalability through prebuilt AI templates and improving autonomy and competitiveness in the face of labor shortages.

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