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Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense

Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle’s strong position

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stratechery.comStai leggendo3 mesi fa

Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense

Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle’s strong position

originale

cnbc.com3 mesi fa

Oracle stock spikes 12% as strong Q3 earnings answer Wall Street AI buildout concerns

CEO Clayton Magouyrk said on the earnings call that the 'bring-your-own-hardware' model has been working and the company will not incur any more debt in 2026.

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mercoledì 11 marzo 2026·stratechery.com
Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense
Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle’s strong position
mercoledì 11 marzo 2026·cnbc.com
Oracle stock spikes 12% as strong Q3 earnings answer Wall Street AI buildout concerns
CEO Clayton Magouyrk said on the earnings call that the 'bring-your-own-hardware' model has been working and the company will not incur any more debt in 2026.