Wall Street has shrugged off Oracle's AI spending before. This time the company's own paperwork is doing the warning.

Oracle will gradually reorganize itself around specific industries and seek alternative pricing models that are tied to how customers use its software, according to company President Charles Phillips.

K filing seems to further strengthen that the company's outlook for fiscal 2027 is intact, investment firm Evercore said.

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Martin LaMonica is a senior writer covering green tech and cutting-edge technologies. He joined CNET in 2002 to cover enterprise IT and Web development and was previously executive editor of IT ...