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CLAIM #47359 · ORCL (ORCL) · 2025Q1 earnings call · Sep 9, 2024 · due May 31, 2025

So we think our potential as we scale, our potential to deliver much better margins they're currently delivering are very real.

Lawrence Ellison · Chairman and CTO

PENDING
graded after results covering May 31, 2025 are reported

In context

se labor is a security risk. When people are actually doing things manually, it's a security risk, and it slows down our ability to expand. Every Oracle data center from the largest to the smallest are identical in features and functions, they only vary by scale. That means we have one suite of automation software that automates all of this. Nobody else does this. No one has that level of automation, that level of autonomy. It allows us to get much better margins in our database business, in our SaaS business and the rest of our cloud business. Our clouds are more automated, so we have very low labor costs. Our networks are much more efficient, the RDMA networks run so much faster. If you run twice as fast, our costs go down by half. And our networks are much faster than the other clouds. So we think our potential as we scale, our potential to deliver much better margins they're currently delivering are very real. John DiFucci: So is it safe for me to assume that then the upside you keep putting up and you hopefully will continue to do, will add profit and that profit will actually increase as a percentage of the margins will also increase over time? Lawrence Ellison: I believe so. And I believe, for example -- I mean I think you'd find different points of view from different engineers as we move Fusion to Autonomous Database. I think the cost savings -- our cost -- our cloud cost savings will be around 50%. That's what I believe. Now it might be 40%, it might be 35%, but there will be huge cost savings from where we are now, and that's across the entire base of Fusion customers. So that's just one example of how we're using faster networks, faster databases, more automation to make our products mo

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SEC filings for ORCL · Claim quote is verbatim from the 2025Q1 earnings call.