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Why AI Is Killing Your SaaS ARR Margins: Revision history

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13 December 2025

  • curprev 23:0623:06, 13 December 2025 PC talk contribs 14,432 bytes +14,432 Created page with "Oracle’s stock dropped 10% amid massive AI capex surge. Your SaaS faces the same hidden problem. Learn what investors now track instead of ARR. Oracle’s latest quarterly results sent shockwaves through the tech world. The company’s stock tumbled more than 10% after revenue fell short of analysts’ expectations — missing by just $40 million despite 9% overall growth and cloud infrastructure revenue up 52%, with GPU consumption exploding 336%. The disconnect is s..."
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