ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth ...

We came across a bullish thesis on Oracle Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ ...

While there are questions about a contract that will ultimately add more than $30 billion in revenue annually, Bernstein analysts think the arrangement will bring Oracle closer to its larger cloud ...

IT buyers like the operational flexibility that the public cloud provides. Capital expenditures go away. OpEx becomes predictable. Resources are available on-demand, with near-endless scalability.

Less than a month after Oracle sold its stake in Ampere Computing, the tech giant is launching new public cloud instances powered by the chip designer’s custom, Arm-compatible processors, calling the ...

Oracle’s decision to eliminate more than 150 positions from its cloud division reveals the complex balancing act facing technology companies as they navigate explosive artificial intelligence growth ...

Oracle announced that the UK Ministry of Defence (MoD) has signed a new cloud agreement for Oracle Cloud Infrastructure (OCI). The agreement follows five ...

Oracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility. ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%. Massive ...

With a focus on cost-efficiency, flexibility, and specialized use cases, Oracle has transformed from a legacy software giant to a serious contender in the public cloud space. When Oracle launched its ...