How is Oracle down on Earnings Beat?

Investor summaryBullish

Author questions why Oracle dropped 9% post-earnings despite massive RPO, 97% OCI growth, and AI tailwinds.

Bull points

Massive backlog with over $600 billion in Remaining Performance Obligations (RPO).
Explosive 97% growth in Oracle Cloud Infrastructure (OCI) alongside $40 billion in capital expenditure.
Strategic positioning with major tech players like SpaceX and the impending OpenAI IPO.

ORCLAI 资本开支财报季

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?

Discussion · top comments

No comment snapshot fetched for this post yet.