NetSuite Next

Oracle’s $664 Billion Backlog Comes With a New Financing Model

Oracle's Q1 FY27 delivered 30% revenue growth, 121% cloud infrastructure growth, and a $664 billion backlog, but the disclosure that moved the market was how the newest AI contracts are financed. ERP Today breaks down the highs, the cash strain, and what to watch in Q2.

Isometric illustration of business professionals observing a glowing holographic ERP platform with a luminous central AI core, layered data blocks, and status screens, representing NEO3 Cadence's real-time AI-powered NetSuite implementation.

ERP Strategy and Planning

ERP Implementation as a Subscription: NEO3’s Cadence Bets on Transparency Over the Status Call

NEO3's new Cadence platform packages AI-assisted NetSuite implementation as a monthly subscription with 90-day go-lives and a real-time client dashboard, challenging the capital-heavy, opaque delivery model that has defined ERP projects for decades.

Analytics and AI

Oracle Begins NetSuite Next Rollout; Ask Oracle Moves into ERP Workflow

Oracle NetSuite has launched the North America rollout of NetSuite Next featuring enhanced AI capabilities and the Ask Oracle assistant for existing customers, marking its most significant update since launch, while also introducing specific AI-driven tools for finance and industry-specific solutions.