Summary
ORC Chart
Dow Jones Today: Stocks Slip to Begin Week; AI-Tied Shares Continue to Weigh on Nasdaq
Major stock indexes finished lower to begin the last full trading week of the year, with AI-tied shares again weighing on the Nasdaq.
Oracle: I Mistimed The Top, Now I Am Buying The Bottom
Oracle is still a strong buy after a significant selloff, with execution risk now better reflected in valuation. ORCL's leveraged balance sheet and execution challenges, especially fulfilling OpenAI commitments, have driven skepticism and multiple compression. Cloud revenues grew 34% YoY, now nearly 50% of total, but high RPO concentration and CapEx needs elevate risk.
Oracle: Let It Fall, Let It Fall, Let It Fall
Oracle Corporation faces investor anxiety due to massive backlog, capital intensity, and reliance on OpenAI contracts. ORCL's Q2 revenues rose 13% to $16.1B, with cloud revenue now 50% of business and infrastructure revenue up 66%. CapEx surged to $12B in the quarter, with fiscal 2026 CapEx forecasted $15B higher than prior guidance, straining leverage and cash flow.
Oracle Corporation (ORC) FAQ
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Oracle Corporation Profile
| Transportation Infrastructure Industry | Industrials Sector | Michael D. Sicilia CEO | XFRA Exchange | US68389X1054 ISIN |
| US Country | 159,000 Employees | 9 Jan 2026 Last Dividend | 13 Oct 2000 Last Split | 12 Mar 1986 IPO Date |
Overview
Oracle Corporation is a global provider of enterprise information technology solutions. The company delivers a wide range of products and services designed to meet the complex demands of modern IT environments. With a broad portfolio that includes everything from cloud software applications and infrastructure technologies to hardware products, Oracle aims to support businesses across various industries, government agencies, and educational institutions. The company's collaborative efforts, like its partnership with Amdocs Limited, highlight its commitment to facilitating cloud and digital adoption for its customers. Founded in 1977, Oracle has established its headquarters in Austin, Texas, marking its significance in the tech industry for several decades.
Products and Services
Oracle Corporation's extensive array of products and services caters to a diverse range of enterprise IT needs:
- Cloud Software as a Service (SaaS): Oracle's SaaS offerings include an array of cloud-based applications:
- Oracle Fusion Cloud Enterprise Resource Planning (ERP)
- Oracle Fusion Cloud Enterprise Performance Management
- Oracle Fusion Cloud Supply Chain and Manufacturing Management
- Oracle Fusion Cloud Human Capital Management
- Oracle Cerner Healthcare
- Oracle Advertising and NetSuite Applications Suite
- Oracle Fusion Sales, Service, and Marketing
- Cloud and License Business Infrastructure Technologies: This category includes critical IT infrastructure components such as:
- Oracle Database and MySQL Database - core database management systems
- Java - a widely-used software development language
- Middleware and Development Tools - including Oracle's cloud-based compute, storage, and networking capabilities
- Oracle Autonomous Database, MySQL HeatWave, Internet-of-Things, Digital Assistant, and Blockchain technologies
- Hardware Products and Services: Oracle also offers a range of hardware solutions, which include:
- Oracle Engineered Systems
- Enterprise Servers and Storage Solutions
- Industry-specific Hardware
- Virtualization Software, Operating Systems, and Management Software
- Consulting and Customer Services: Recognizing the importance of support in implementing complex IT solutions, Oracle offers consulting services to assist with deployment, optimization, and other challenges. Customer service initiatives ensure users maximize the value of Oracle products.
In its effort to meet the demands of businesses, government agencies, and educational institutions, Oracle employs direct and indirect sales channels, further expanding its reach and influence in the IT sector.
