Oracle is rapidly transforming from a legacy database company into a leading cloud hyperscaler, driven by a massive $638 billion backlog in Remaining Performance Obligations (RPO), up 363% year-over-year. The company secured $67 billion in AI infrastructure contracts in Q4 FY2026, with cloud revenue growing up to 93% quarterly and total cloud sales reaching nearly $10 billion, representing over half of total revenue. Oracle's multicloud AI database service grew 404% in Q4, and management projects FY2027 revenue of $90 billion with continued expansion of its cloud infrastructure. Despite heavy capital expenditure and negative free cash flow this fiscal year, Oracle's prepaid contract model and strong operating cash flow growth support its aggressive buildout, making it a compelling buy as the market undervalues its growth potential.
Oracle's co-CEOs Clay Magouyrk and Mike Sicilia led a historic surge in enterprise software contracts, with cloud infrastructure revenue up 121% and $30 billion in new AI cloud deals in one quarter. However, the stock fell 50% in their first year due...
The Dividend Harvesting Portfolio underwent a major restructuring, exiting 20 positions to focus on higher-conviction stocks like NVDA, ORCL, SPYI, and GPIQ. Despite reducing the number of holdings, the portfolio retained nearly 90% of its forward an...
Oracle's capital spending on AI infrastructure has surged, causing free cash flow to turn sharply negative and shifting funding reliance from internal cash to debt. This shift raises the cost of capital and pressures investment returns, evidenced by ...
This week, US economic data is light, shifting focus to geopolitics and corporate events. President Trump will host Chinese President Xi Jinping to discuss trade, tariffs, Taiwan, and AI, with potential announcements on Chinese purchases of US goods ...
Oracle Corporation faces near-term financial pressure due to a $664 billion backlog requiring significant capital expenditure, impacting cash flow, balance sheet, and net income. Despite this, the company is experiencing strong revenue growth and pro...
