By Maxwell Cooter
Publication Date: 2026-03-12 08:11:00
Scott BickleyConsultant at Info-Tech Research Group, said: “Oracle’s support base is stagnant, suggesting that customers may be abandoning legacy platforms in favor of cloud-based solutions – some moving to Oracle, others not. Oracle has rightly shifted to AI infrastructure as a key driver of revenue growth, using AI to develop its own software more efficiently.”
Gogia added that customers would notice some changes, but only very gradually. “The immediate risk is not that Oracle products suddenly become worse,” he said. “Enterprise platforms with large installed bases rarely collapse overnight. The more realistic concern is gradual changes in the pace of innovation. Some product areas may accelerate while others receive fewer improvements or slower release cycles. Customers that rely heavily on Oracle databases, enterprise applications or middleware should therefore closely monitor whether these products remain key.
