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 ...
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As remaining performance obligation swells, Oracle stock is positioned for growth acceleration
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 ...
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