Mark Moerdler's questions to Oracle Corp (ORCL) leadership • Q4 2025
Question
Mark Moerdler of Sanford C. Bernstein Limited asked for more clarity on Oracle's AI business to help investors understand its durability and profitability, noting a general lack of understanding in the market.
Answer
Chairman and CTO Lawrence Ellison explained that Oracle's core AI advantage lies in its database technology. He stated that the new Oracle 23AI vector database enables enterprises to use popular LLMs on their own private, valuable data, which is predominantly stored in Oracle databases. Ellison emphasized this capability is a key differentiator that no competitor offers, which he believes will drive dramatic growth in Oracle's database business.