Oracle Corporation (ORCL)
What If You Had Invested $1,000 in Oracle or Salesforce 10 Years Ago?
Ten years ago, Oracle (NYSE: ORCL) and Salesforce (NYSE: CRM) were both navigating a pivotal shift: legacy software companies racing to reinvent themselves as cloud businesses.
Oracle Q3 Earnings Review: The Rally May Be Just Beginning
Oracle Corporation delivered a robust Q3, with 22% YoY revenue and EPS growth, driven by accelerating cloud segment performance. ORCL's $553 billion RPO (+325% YoY) and innovative customer prepayment model de-risk its growth CAPEX and limit future debt needs. Margins are set to expand as high-margin cloud infrastructure scales, TikTok USDS becomes a major tenant, and operational leverage improves.
Oracle Allocates Extra $500 Million to Cover Restructuring Costs
The additional spend covers redundancy packages and other exit costs as increasingly powerful AI models allow the company to cut software jobs.
Oracle: Strong Earnings, Bears Were Wrong
Oracle Corporation delivered strong Q3 results, beating revenue and EPS estimates, with shares jumping nearly 10% post-earnings. ORCL's cloud segment drove 44% reported growth, with cloud infrastructure revenues surging over 80%, offsetting stagnation in legacy businesses. Despite robust profit growth, margins contracted, and free cash flow turned sharply negative due to heavy cloud infrastructure investments.
Oracle can self-fund AI capex without hitting credit markets, DCLA says
Before Oracle reported earnings on March 10, the narrative was ugly. Job cuts. AI cash crunch.
Oracle Earnings Heated Up Its Stock—But Couldn't Spark an AI Rally
AI optimism can only do so much for this stock market.
Oracle's TikTok stake sits at just over $2 billion, filing shows
Oracle's quarterly filing for the latest period revealed that the company's stake in TikTok is worth roughly $2 billion. The company is a key investor in TikTok USDS Joint Venture, which has housed the video-sharing app's U.S. operations since January.
Hidden Pitfalls in ORCL Earnings & CRWV "Pure Play" Counterpoint
Robert Cantwell and Luke Yang break down Oracle (ORCL) earnings, with the stock up around 10% after the report. Robert estimates LLM revenue is around $50 billion total and heading quickly to $100 billion.
Oracle: The Worst Spending Fears Might Be Behind After A Solid Quarter
Oracle shows accelerating AI-driven revenue growth, with Q3 sales up 22% and cloud revenues surging 44%. Peak capital spending appears to be passing, with Q4 capex guidance of $11B, down from a $12.5B annualized run rate. 2027 revenue guidance was hiked to $90B, implying mid-thirties percent growth and supporting a more constructive outlook.
Oracle: The Bullish Reset And Long-Awaited Turning Point Is Finally Here
Oracle Corporation (ORCL) has regained the market's confidence as bulls retake decisive control, driven by robust execution and stabilization after recent volatility. ORCL's deepening partnership with OpenAI anchors a >$550B backlog, but execution risks and AI leadership shifts remain key points to watch closely. Management's guidance targets $90B revenue by FY2027 (up 35% from $67B), with improving free cash flow margins and profitability by FY2029. Visibility is now much clearer.
Oracle Price Prediction: One Wall Street Analyst Says ORCL Could Hit $240 This Year
Oracle ( NYSE:ORCL ) is trading around $165 after a bruising 23% year-to-date pullback from its December close, even as the business just delivered its strongest quarter in over a decade.
Oracle: Fully Intact Growth Story
Oracle (ORCL) delivered a strong Q3 with EPS and revenue beats, driven by surging AI infrastructure and Cloud demand. Cloud revenues grew 44% year-over-year to $8.9B, now comprising 52% of total revenues and driving margin expansion. Oracle's backlog soared to $553B (+325% Y/Y), underpinned by a $300B, five-year OpenAI Cloud agreement, supporting robust future growth.
