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How is Oracle down on earnings beat?
Investor summaryBullish
Author questions why ORCL dropped 9% post-earnings beat despite massive RPO, 97% OCI growth, and AI tailwinds.
Bull points
- Massive $600B+ RPO indicates strong future revenue visibility.
- OCI revenue grew by an impressive 97%, showing strong cloud demand.
- Strategic partnerships with major AI players like OpenAI ahead of its IPO.
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?
ORCL
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