Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
Chairman and Chief Technology Officer Larry Ellison said on the recent earnings call, "Training AI models on public data is ...
Oracle Corporation is massively profitable, which limits risks for investors who are concerned about CapEx growth. Learn more ...
Oracle’s underlying fundamentals remain strong. Demand for its cloud services and AI-focused infrastructure continues to ...
Oracle Corporation (NYSE: ORCL) spent two decades as a database giant before pivoting hard into cloud infrastructure. That ...
Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.
The transcript of Oracle’s second quarter FY2026 earnings call is below: This transcript is brought to you by Benzinga APIs.
Larry Ellison broke from Elon Musk at the exact moment OpenAI needed a miracle, and that choice pushed Oracle into the most expensive cloud gamble ever ...
Oracle is opening its second public cloud region in Italy to meet the rapidly growing demand for its AI and cloud services. Located in Turin, the new cloud region will enable more enterprises, ...
ORCL posts a strong fiscal Q2 as earnings beat estimates and cloud demand surges, fueled by massive new AI-driven commitments ...
Did people complain – and by people, we mean Wall Street – as the world’s largest bookseller invested huge amounts of money ...
Revenue growth was up 14%, with a 68% surge in sales at its AI business, Oracle Cloud Infrastructure (OCI), the company said.