Oracle Corporation reported strong growth in its Oracle Cloud Infrastructure (OCI) segment and beat earnings per share expectations. However, the company's investment case is shifting from software to capital-intensive AI infrastructure, leading to increased debt, negative free cash flow, and dilution risks. Margins are under pressure as the business mix moves toward lower-margin infrastructure, while legacy software and cloud revenues underperformed. Due to high leverage, ongoing negative cash flow, and execution risks, the analyst maintains a Sell rating on Oracle despite recent positive results.
Oracle reported record quarterly revenue of $19.2 billion, beating estimates with a 21% year-over-year increase and strong cloud infrastructure growth of 93%. However, the company's flat revenue guidance of $90 billion for fiscal 2027 disappointed in...
Oracle Corporation reported a strong Q4 with revenue up 21% and EPS up 24%, surpassing analyst expectations. The growth was primarily fueled by its cloud infrastructure segment, which saw revenue rise over 90% year-over-year and performance obligatio...
Oracle reported strong Q4 results with revenue up 21% to $19.2 billion and adjusted EPS of $2.11, driven by a 93% surge in Oracle Cloud Infrastructure revenue. Despite beating estimates, shares fell nearly 9% after the company announced plans to rais...
The cybercrime group ShinyHunters claimed to have hacked Oracle PeopleSoft servers at over 100 organizations, mainly universities, stealing sensitive data including student home addresses, phone numbers, emails, and birth dates. PeopleSoft software m...
Foreign investment in the US jumped 49.5% to $232.2 billion in 2025 after four years of decline, largely due to companies seeking to avoid President Trump's tariffs and benefiting from a weaker US dollar. The largest investments were in publishing, c...
