Oracle Q3 earnings are in, and cloud numbers are hard to ignore

Oracle has given Wall Street a turbulent ride over the past six months. The stock surged 36% after its first-quarter results, only to tumble 12% following the second quarter, even though revenue beat ...
Benzinga.com

Oracle A 'Bedrock For The AI Revolution': Analyst Says This Q2 Number Is The Key

JPMorgan: Second-quarter financial results from Oracle showed the company is a key beneficiary of AI infrastructure demand, Murphy wrote. "The company again posts a material step-up in RPO, highlights ...
Seeking Alpha

Oracle: The Backlog Explosion And What Comes Next

Oracle Corporation’s Q1 FY 2026 saw a 359% surge in cloud backlog in Remaining Performance Obligations, reaching $455 billion, signaling explosive demand for its AI-driven cloud infrastructure ...
Seeking Alpha

Oracle: Heavy CapEx To Boost Growth Even Higher

Oracle's capex is projected to reach $408.4B by 2029F, funded largely by debt, leading to near-term negative FCF margins and elevated leverage. Gross and FCF margins are expected to remain below ...
Forbes

Oracle Updates Fusion Supply Chain And Discloses 750 New Customer Rollouts In Six Months

Forbes contributors publish independent expert analyses and insights. I write about disruptive companies, technologies and usage models. For most people, upgrading Enterprise Resource Planning (ERP) ...