Oracle Corporation finds itself navigating a critical juncture, caught between the explosive expansion of its cloud services ...
The new system is designed to reward rainmakers and weed out underperformers as Google Cloud races to catch up to Amazon and Microsoft.
Oracle doubles 2026 capital spending to $50B, but rising debt and AI reliance pose risks. Learn how these shifts could impact ...
Oracle gains on cloud growth from large RPOs, discounted valuation, backlog monetization, and a 30%+ growth outlook. Read why ...
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...
AI spending is front and center again for investors. Oracle plunged Thursday, with top hardware makers including Nvidia and ...
Oracle Corp. reported a significant increase in remaining performance obligations (RPO), up 438% in US dollar terms, in the ...
The earnings call comes on the back of a 23% drop in Oracle’s share price last month, its worst monthly performance since 2021. But although the stock declined further today, it’s still up more than ...
The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.
Accessible data serves as the cornerstone for improved decision-making. Additional topic areas under analytics tools for payables, receivables, and costs are included in the upgrade, along with new ...
Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
Oracle AI World 2025 highlighted the growing role of agentic AI in ERP, finance and supply chain workflows, which are becoming essential to how these systems are built and used. Oracle’s decision to ...