Oracle’s Leadership Shakeup Amid Unprecedented AI Demand

In a strategic move timed during an artificial intelligence boom, Oracle Corporation is implementing a significant leadership transition. Long-serving CEO Safra Catz is stepping down from her operational role while the company manages a record-breaking $455 billion contract backlog. The technology giant has appointed two new chief executives to navigate what could be the most substantial growth opportunity in Oracle’s history, raising questions about the effectiveness of a dual-CEO structure during this pivotal period.

The leadership change occurs against a backdrop of remarkable business metrics. Although Oracle fell short of analyst expectations for both profit and revenue in the first quarter of fiscal year 2026, financial markets largely overlooked these shortcomings. The overwhelming reason for investor optimism centers on the company’s... Read more...