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How is oracle down on earnings beat?
Investor summaryBullish
OP is confused why ORCL dropped 9% despite an earnings beat, citing massive RPO, 97% OCI growth, and AI tailwinds.
Bull points
- Over $600 billion in RPO provides massive future revenue visibility.
- OCI revenue surged 97%, demonstrating strong cloud infrastructure demand.
Bear points
- Stock plummeted 9% post-earnings beat, showing market skepticism.
- $40 billion in capital spending raises concerns about cash burn.
Post body
They have 600+ billion in RPO, Space-Ex (Computing Company Major Competition), and OpenAI will IPO soon and we go down 9 PERCENT ON EARNINGS BEAT?
40 BILLION SPEND BUT 97 PERCENT OCI GROWTH AND OF COURSE THAT RPO….
What is going on here?
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