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11.06.26 - 04:06
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Oracle revenue surges, but heavy AI spending prompts investor concern (Digitimes)
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Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling growth in its cloud infrastructure division. Yet shares fell roughly 5% in after-hours trading as investors focused on a capital spending bill that came in higher than the company had previously projected....
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11.06.26 - 01:01
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Oracle Earnings Report | Closing Bell (Bloomberg)
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Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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11.06.26 - 00:06
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Goldman′s Gupta: Very Constructive on Earnings Cycle (Bloomberg)
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Anushka Gupta, Head of Americas at Goldman Sachs Apex, to discuss the market developments on a Wednesday afternoon. The conversation centers around the recent decline in stock prices triggered by escalating tensions between the US and Iran. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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10.06.26 - 23:42
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Oracle Tumbles After Mixed Results, Capex Comes In Hot; Warns Another $40BN Debt/Equity Capital Raise Coming (ZeroHedge)
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Oracle Tumbles After Mixed Results, Capex Comes In Hot; Warns Another $40BN Debt/Equity Capital Raise Coming
With tech stocks cracking for a 3rd straight day, and with the broader market closing at the lows in a surprising sign of weakness, many were looking to ORCL to kickstart the AI euphoria which has been oddly missing in recent days (and which send NVDA stock briefly just below the key level of $200). Well, for those hoping that ORCL would be the much needed spark, they may be disappointed after ORCL stock pumped in kneejerk reaction (despite Q4 earnings that were mixed at best).... then dumped after the company announced it would be joining the circus of companies selling debt/equity to fund its runaway capex.
Here is what ORCL reported for the just concluded fiscal Q4:
Adjusted EPS $2.11 vs. $1.70 y/y, beating estimates of $1.97
Adjusted revenue $19.18 billion, +21% y/y, beating estimates of $19.09 billion
The revenue breakdown was mixed at best, with ugly Software and SaaS prints offs...
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10.06.26 - 22:54
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Oracle′s Earnings ′Really Strong,′ RBC′s Jaluria Says (Bloomberg)
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Rishi Jaluria, RBC Capital Markets software equity research managing director, reacts to Oracle's fourth-quarter earnings. Speaking on "Bloomberg The Close," Jaluria says Oracle is a bit of a proxy for the AI infrastructure buildout trade. (Source: Bloomberg)...
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