oracle
Oracle (NYSE:ORCL) Shares Fall 7% Despite the Beat as Red Flags Build
Beats Expectations, But the 7% Sell-Off Exposes Bigger Risks Following our Q3 FY26 report, which flagged the inflection in cloud infrastructure demand, Oracle’s US$553 billion RPO backlog and accelerating capex build-out, Q4 demonstrates an even stronger growth story but with some cautious red flags. Remaining performance obligations (backlog contracts) reached US$638 billion, while Infrastructure-as-a-Service revenue…
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