invest1 publisher
Oracle spent $28.5bn on capex in a quarter that booked $19.3bn of revenue
Oracle's $664bn of remaining performance obligations beat consensus by $46bn and lifted the stock 7 per cent after hours, while the fiscal 2027 revenue guide went from $90bn to at least $90bn and the EPS guide rose five cents.
Publishers:morningstar.com
Reality
- Evidence60
- Adoption62
- Hype gap+25
- Incentives70
- Confidence66