Oracle AI Database 26ai introduces Platinum and Diamond availability tiers, post-quantum cryptography, and AI agent data ...
Oracle committed to a Capex plan so aggressive that trailing FCF went negative to $24.7B on a TTM basis as of Q3 FY26. See ...
Satyendra Pasalapudi brings 26+ years’ experience as an Oracle ACE Director alumni, AIOUG co-founder, author, and IIM ...
Employees across the US, India, Canada, and Mexico woke up on 31 March to termination emails from “Oracle Leadership” with no prior warning. TD Cowen estimates the cuts will affect 18% of Oracle’s 162 ...
This smaller cloud infrastructure provider has delivered outstanding gains over the past year and can sustain its momentum going forward. Oracle's influence in the cloud AI infrastructure market is ...
Oracle (ORCL) posted cloud infrastructure revenue of $4.888B, up 84% year over year, with remaining performance obligations of $553B locked in from large-scale AI contracts, and management raised its ...
Oracle's AI data center strategy boosts revenue forecast to $90 billion by 2027 RPO grows 325% YoY to $553 billion in Q3, surpassing estimates Oracle's cloud margins expected to improve with database ...
Oracle (ORCL) has $523B RPO (up 438%), $16.06B revenue missed estimates, down 13% on earnings and 23% YTD, free cash flow -$362M. Blue Owl (OWL) down 34% YTD. Nvidia (NVDA) revenue $68.13B, up 73%.
Oracle has seen its stock price decline since announcing its massive $300 billion deal with OpenAI. It has a huge backlog of contracted revenue for its cloud infrastructure but still needs to build ...
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