Brad Zelnick's questions to Oracle Corp (ORCL) leadership • Q4 2025
Question
Brad Zelnick of Deutsche Bank asked about the enduring importance of Oracle's full-stack technology advantage, from applications down to silicon, as the industry enters a new era of computing.
Answer
CTO Lawrence Ellison responded that the full stack is a key strength, not a weakness. He explained that building applications on their own database improved the database, and that superior database technology (specifically the Autonomous Database) makes their cloud more reliable, scalable, and secure. Having expertise at all layers allows Oracle to innovate and build an integrated solution that is faster, cheaper, and more reliable than competitors can achieve.