E960 - Oracle CEO Sicilia Hammers Home "Fusion" of Apps + Agentic AI
Published: September 17, 2026
Duration: 5:18
In this Cloud Wars Minute, I dive deeper into comments from Oracle's Q1 earnings call on its philosophy, position, and strategy where agents meet applications.
Highlights
00:16 — I think Oracle has, by far, been speaking with the most clarity about what the interplay between apps and agents will be. This is incredibly important for customers. Just a couple of years ago, Microsoft CEO Satya Nadella turned the whole apps world upside down when he suggested that the arrival of AI, agents, and copilots would hollow out applications.
00:46 — During the Q1 earnings call, CEO Mike Sici...