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17:00
Jun 10 ◎
Jun 10 ◎
ORCL
EXC
BE
AMX
VOD
▾
HIGH
Oracle guided strong FY27 EPS growth and 34% revenue growth, backed by unprecedented RPO of $638B, confirming its long-term 30%+ CAGR targets.
"we expect our non-GAAP EPS for the year to be $8.05, up 18% in constant currency, excluding the net one-time investment gains we booked in fiscal year 26"
ORCL WATCH
Exelon, a major utility, went live on Oracle's industry-specific cloud platform, expanding Oracle's footprint in the energy vertical.
"Exelon adopted our utilities platform to manage operations"
EXC WATCH
Oracle booked a one-time gain on its investment in Bloom Energy, but no operational detail about Bloom was disclosed.
"our non-GAAP EPS reached $2.11, an increase of 24% in U.S. dollars for the quarter, partly due to a one-time net gain on investment"
BE WATCH
Claro (América Móvil) became a significant Oracle AI/cloud customer, showing cross-sell momentum in telecom.
"Claro, a major telecommunications provider in Latin America, chose OCI, field services applications, and our AI data platform to automate customer service for their 30 million subscribers this quarter"
AMX WATCH
Vodafone is deepening its Oracle footprint across dedicated infrastructure, multicloud database, and applications, signaling competitive win against other cloud providers.
"Vodafone selected OCI-dedicated region and their data centers, our multi-cloud database offering and a partner cloud, and our applications to reduce costs and run their processes faster"
VOD WATCH
Aon adopted Oracle's new token-based pricing for advanced AI agents, indicating early enterprise adoption of this consumption model.
"33 customers, like Aon Services Corporation and Liberty Energy, pre-purchase tokens that have access to more advanced reasoning and models"
AON WATCH
Liberty Energy is an early adopter of Oracle's AI token bundles, suggesting the energy sector is experimenting with agentic AI.
"33 customers, like Aon Services Corporation and Liberty Energy, pre-purchase tokens that have access to more advanced reasoning and models"
LBRT WATCH
Oracle's data center buildout is accelerating dramatically: FY26 delivered 1.2 GW, and FY27 Q1 alone will deliver ~1 GW, almost equal to the prior four quarters combined. — This step-function in capacity delivery signals massive capital deployment into power and cooling infrastructure, directly benefiting equipment suppliers and power companies, and implies Oracle is confident in sustained demand.
"Q4 finalized an impressive FY26, where we delivered more than 1.2 gigawatts to customers. Our pace of delivery continues to accelerate, with our FY27 Q1 delivery approaching 1 gigawatt"
NVDA WATCH
AMAT WATCH
GEV WATCH
Oracle introduced outcome-based AI pricing (e.g., interview agents per candidate screened) and token bundles, aligning cost with customer value rather than pure compute consumption. — This could disrupt cloud AI pricing norms – if successful, competitors may need to offer similar value-based models, potentially compressing revenue per token but expanding adoption.
"We're also introducing outcome-based commercial models that align pricing directly to the value derived. For example, interview agents that are priced based on the number of candidates screened"
MSFT WATCH
AMZN WATCH
HIGH
17:00
Mar 10 ◎
Mar 10 ◎
ORCL
CRM
WDAY
SAP
LMT
▾
HIGH
Management's tone is emphatically positive, highlighting accelerating growth, demand exceeding supply, and increasing profitability, indicating a strong upward trajectory.
"We are over-delivering on FY26 revenue and earnings, and we are constantly raising our FY27 forecast."
ORCL WATCH
Oracle positions its broader platform as a competitive advantage over Salesforce, especially as AI becomes embedded in full-stack solutions.
"And of course, Salesforce.com also doesn't have OCI, the AI data platform, Fusion ERP, and complete industry suites."
CRM WATCH
Oracle continues to win application deals against Workday in the public sector and large enterprises, signaling competitive displacement.
"Memorial Herbin Health Systems selected Fusion ERP, SCM, and HCM. This was a win over Workday."
WDAY WATCH
Oracle is increasingly replacing SAP in ERP and EPM deals across multiple geographies and industries.
"Great Media selected Fusion EPM and ERP, a win again over Workday and also over SAP."
SAP WATCH
Lockheed Martin turning to Oracle OCI for HPC/AI workloads, a win that validates Oracle's infrastructure for defense and aerospace.
"Lockheed Martin selected OCI high-performance compute to scale AI across their environments efficiently."
LMT WATCH
Lucid selecting OCI for European expansion suggests Oracle is gaining traction in the automotive IoT and data connectivity space.
"Lucid Motors selected OCI core services for data and connectivity in order to expand into European markets."
LCID WATCH
Air France-KLM achieved a 13x performance improvement using Oracle database at Azure, highlighting the value of Oracle's multi-cloud database on Azure.
"Air France KLM, which is a multi-cloud win, featuring a win with the Oracle database at Azure, and that led to a 13x performance improvement"
AFRAF WATCH
Activision Blizzard, now part of Microsoft, is expanding its Oracle relationship into Azure, underscoring cross-cloud database migration.
"Activision Blizzard, an existing Oracle eBusiness suite, was also an Oracle database at Azure win."
ATVI WATCH
Oracle continues to offer NVIDIA GPUs in its infrastructure, but is also diversifying with AMD and emerging accelerators, implying competitive pricing and flexibility.
"We continually offer the latest in accelerators, from the most recent NVIDIA and AMD options, to emerging designs from companies like Cerebrus and Powertron."
NVDA WATCH
AMD GPUs are a part of Oracle's accelerator portfolio, giving customers choice and potentially limiting over-dependence on NVIDIA.
"We continually offer the latest in accelerators, from the most recent NVIDIA and AMD options, to emerging designs from companies like Cerebrus and Powertron."
AMD WATCH
Claro Brazil adopts Oracle Alloy for sovereign AI, a sign that Oracle's full-stack sovereign cloud offering is gaining traction in Latin America.
"Claro Brazil selected OCI Alloy for sovereign AI."
AMX WATCH
Investec Bank, a large financial services firm, choosing Oracle over SAP indicates continued ERP market share gains in banking.
"Investec Bank selected Fusion EPM and ERP over SAP."
INVP WATCH
A major consumer goods company standardizing on Oracle cloud applications, reinforcing vertical momentum.
"The J.M. Smucker Company selected Fusion ERP and EPM."
SJM WATCH
MUFG, one of the world's largest banks, expanding Oracle footprint into ERP and industry SaaS, a strong cross-sell signal.
"Mitsubishi UFG Financial Group is an existing cloud customer and database customer. They are now moving into both our Fusion ERP and industry SaaS applications."
MUFG WATCH
HIGH
16:00
Dec 10 ◎
Dec 10 ◎
ORCL
AVGO
PANW
MSI
NVDA
▾
HIGH
Management is bullish on accelerating revenue growth driven by massive backlog and diversified demand across cloud infrastructure, applications, and database. Guidance for Q3 and FY27 incremental revenue reinforces optimism.
"a solid quarter, and we see even better days ahead of us."
ORCL WATCH
Broadcom drives OCI consumption through its marketplace presence and SaaS solutions.
"powered by partners like Broadcom and Palo Alto"
AVGO WATCH
Palo Alto is building its cloud-native security offerings on Oracle's infrastructure, increasing OCI stickiness.
"Palo Alto released their SASE and Prisma Access platform on OCI"
PANW WATCH
Motorola Solutions selected Oracle's cloud applications, validating Oracle's multi-pillar cloud strategy.
"Motorola Solutions, ERP, SCM, NCX."
MSI WATCH
Oracle expects to raise 'substantially less' than the $100B analysts modeled for AI build-out, thanks to flexible financing: customer-owned chips and vendor leasing reduce actual capital needs and balance sheet risk. — Lower-than-expected debt/equity raises would improve Oracle's credit profile and could reduce GPU procurement volumes from suppliers if customers bring their own chips.
"our super cluster in Abilene, Texas is on track with more than 96,000 NVIDIA Grace Blackwell GB200s delivered"
NVDA WATCH
AMD WATCH
Uber is a large and growing OCI customer, using Oracle's cloud for peak-demand workloads.
"Uber has now surpassed 3 million cores on OCI, powering their highest traffic ever this Halloween."
UBER WATCH
T-Mobile uses OCI for massive scale during holiday retail peaks.
"T-Move scaled to nearly 1 million cores for Black Friday and Cyber Monday."
TMUS WATCH
Google's AI models are now available on OCI, enhancing Oracle's multi-cloud AI platform.
"We added new AI models from Google, OpenAI, and XAI to ensure our customers have the latest and greatest AI capabilities."
GOOGL WATCH
OpenAI's models are available on OCI, making Oracle a competing platform for AI inference.
"We added new AI models from Google, OpenAI, and XAI to ensure our customers have the latest and greatest AI capabilities."
OPENAI WATCH
xAI's models are now on Oracle Cloud, broadening the AI model selection for customers.
"We added new AI models from Google, OpenAI, and XAI to ensure our customers have the latest and greatest AI capabilities."
XAI.PVT WATCH
SolarEdge is adopting Oracle cloud applications for its back office.
"SolarEdge Technologies, ERP, and SCM."
SEDG WATCH
Dropbox selected Oracle's cloud applications, demonstrating Oracle's reach beyond traditional enterprise.
"Dropbox, ERP, and SCM."
DBX WATCH
Broadridge is a live customer on Oracle's cloud applications, a reference for the financial services industry.
"Broadridge just recently relaunched their Fusion ERP and EPM go-live."
BR WATCH
DocuSign uses Oracle's data intelligence platform, expanding Oracle's footprint in SaaS.
"DocuSign is now live on Fusion Data Intelligence."
DOCU WATCH
HIGH
17:00
Sep 09 ◎
Sep 09 ◎
ORCL
FY2026 Q1
Watch
10mo
ORCL
XAI.PVT
META
OPENAI
NVDA
▾
HIGH
Management dramatically raised the cloud infrastructure revenue trajectory, signaling massive demand and confidence in winning AI workloads.
"I now expect Oracle Cloud infrastructure will grow 77% to $18 billion this fiscal year, and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the following four years."
ORCL WATCH
xAI is using Oracle Cloud for AI workloads, contributing to massive RPO growth.
"we have signed significant cloud contracts with the who's who of AI, including OpenAI, XAI, Meta, NVIDIA, AMD, and many others."
XAI.PVT WATCH
Meta is a customer for Oracle Cloud AI infrastructure, adding to demand that outstrips supply.
"we have signed significant cloud contracts with the who's who of AI, including OpenAI, XAI, Meta, NVIDIA, AMD, and many others."
META WATCH
OpenAI is deploying AI training workloads on Oracle Cloud, adding to Oracle's large RPO backlog and validating its infrastructure.
"we have signed significant cloud contracts with the who's who of AI, including OpenAI, XAI, Meta, NVIDIA, AMD, and many others."
OPENAI WATCH
Oracle can turn over a data hall to a customer and start revenue in one week, down from months, indicating rapid deployment efficiency. — This speed advantage accelerates cash conversion and allows Oracle to monetize capacity faster than competitors, potentially squeezing GPU and networking suppliers for faster deliveries.
"we have signed significant cloud contracts with the who's who of AI, including OpenAI, XAI, Meta, NVIDIA, AMD, and many others."
NVDA WATCH
AMD is a customer for Oracle Cloud, alongside other major AI players, indicating broad adoption.
"we have signed significant cloud contracts with the who's who of AI, including OpenAI, XAI, Meta, NVIDIA, AMD, and many others."
AMD WATCH
Oracle claims its full cloud can be delivered in a three-rack system costing $6M, while competitors' comparable solutions cost >100x more. — This cost advantage for private cloud deployments could pressure hyperscalers' dedicated offerings and shift enterprise spending toward Oracle.
"34 multi-cloud data centers now live inside of Azure GCP and AWS, and we will deliver another 37 data centers for a total of 71."
MSFT WATCH
GOOGL WATCH
AMZN WATCH
Oracle positions itself as a larger competitor to Workday in enterprise cloud applications, leveraging suite integration.
"we're much bigger than Workday or ServiceNow. And we're solving a larger problem portion of the problem."
WDAY WATCH
Oracle contrasts its suite approach against ServiceNow, aiming to capture more of the enterprise application market.
"we're much bigger than Workday or ServiceNow. And we're solving a larger problem portion of the problem."
NOW WATCH
HIGH
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