How is Oracle down on Earnings Beat?

Investor summaryBullish

Author is frustrated that ORCL dropped 9% despite an earnings beat, citing strong RPO, OCI growth, and massive capex.

Bull points

Massive 600+ billion in Remaining Performance Obligations (RPO) indicates strong future revenue visibility.
Oracle Cloud Infrastructure (OCI) experiencing explosive 97% growth.
Significant 40 billion capital expenditure shows commitment to scaling AI and cloud capabilities.

ORCLAI 资本开支财报季

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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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