Oracle Sinks on Report Its Cloud Margins Are Lower Than Expected

While Oracle generated roughly $900 million in revenue from the rental of servers powered by Nvidia Corp. chips during the ...

Oracle expects cloud sales of $166 billion by 2030 as business expands

Oracle said on Thursday it expects cloud infrastructure revenue to grow to $166 billion in fiscal 2030, which would make up ...
Yahoo Finance

Oracle (ORCL) to Report Q2 Earnings: What's in the Cards?

Oracle ORCL is scheduled to release second-quarter fiscal 2024 results on Dec 11, after market close. For second-quarter fiscal 2024, Oracle anticipates total revenue growth rate, including Cerner on ...

Oracle expects AI data center gross margins to range from 30% to 40%

Oracle (ORCL) confirmed it expects its artificial intelligence infrastructure projects to generate gross margins ranging from ...
ZDNet

Analyst report: Oracle customers dissatisfied with service but will spend more

In my last post I referenced a Computer Economics report entitled: Go-Forward Strategies for Oracle Application Customers. The report is now live (paywall) and it is worth noting some highlights. The ...

Oracle's documents show financial challenges of renting out Nvidia's chips: report

Oracle's (ORCL) internal documents showed that the fast-growing cloud business has thin gross profit margins in the past year ...
Zacks Investment Research on MSN

Oracle (ORCL) Down 12.1% Since Last Earnings Report: Can It Rebound?

A month has gone by since the last earnings report for Oracle (ORCL). Shares have lost about 12.1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up ...
Forbes

Oracle OpenWorld Trip Report - Impact for Customers and Investors

Last week I attend Oracle OpenWorld and broadcasted LIVE for three days with my team. Here is our trip report that summarizes the impact to Oracle's customers and investors. Big walkaway theme: Do you ...