Other takeaways from the filing, the company's guidance and a prospectus on its capital needs suggest that Oracle's capex guidance for fiscal 2027 will be between $90B and $95B, with roughly $70B ...
Oracle Corporation (ORCL) has been reporting strong numbers. Recently, the company reported Q4 FY26 numbers, which beat ...
Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. Oracle announced the general availability of the Oracle Exadata Database Service on Exascale ...
Oracle Corporation ORCL used its fourth-quarter fiscal 2026 earnings call to frame the business less around a single ...
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the latest financial results announcement. The surge highlights Oracle's rapid ...
The market is punishing AI/cloud capex and cash burn, but the setup is still strong: OCI is expected to surge (92% growth in the fiscal Q4 vs 52% a year ago) and the $553B performance obligations ...