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Oracle is facing an exciting yet challenging dilemma: an unprecedented surge in demand that exceeds their current capacity. During a recent earnings call, CEO Safra Katz and Chairman Larry Ellison highlighted the overwhelming interest from customers, with orders pouring in from all corners of the globe. While it’s fantastic to have such high demand, it also presents a significant hurdle as they work to manage supply effectively. This situation underscores the delicate balance between growth and operational capability, pushing Oracle to make tough but necessary decisions. It’s a reminder of the ever-evolving tech landscape and the importance of strategic planning in meeting customer needs. What are your thoughts on how companies can best navigate such challenges? #Oracle #BusinessGrowth #TechTrends #SupplyChain #Innovation
Oracle is facing an exciting yet challenging dilemma: an unprecedented surge in demand that exceeds their current capacity. During a recent earnings call, CEO Safra Katz and Chairman Larry Ellison highlighted the overwhelming interest from customers, with orders pouring in from all corners of the globe. While it’s fantastic to have such high demand, it also presents a significant hurdle as they work to manage supply effectively. This situation underscores the delicate balance between growth and operational capability, pushing Oracle to make tough but necessary decisions. It’s a reminder of the ever-evolving tech landscape and the importance of strategic planning in meeting customer needs. What are your thoughts on how companies can best navigate such challenges? #Oracle #BusinessGrowth #TechTrends #SupplyChain #Innovation
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Oracle’s struggle with capacity meant they made the difficult but responsible decisions
During an earnings call late on Wednesday, Oracle executives boasted/complained about their demand far exceeding capacity. That is a nice problem to have, but it is absolutely still a big problem. “We recently got an order t
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