#oracle-earnings
#oracle-earnings
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#oracle #ai-infrastructure #ai #layoffs #stock-market #employment #microsoft #nvidia #enterprise-software #job-cuts
#microsoft
Business
from24/7 Wall St.
14 hours agoAfter Microsoft's Q1 Slide, Are the Bulls Still On Board?
Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.
Intellectual property law
fromIPWatchdog.com | Patents & Intellectual Property Law
4 days agoNinety-Eight Percent of Apple, Nvidia, Costco, Lilly and MasterCard Market Value are IP-Related Intangible Assets
Intangible assets have significantly increased in value, comprising up to 98% of some companies' market value, reshaping corporate finance and understanding.
#ai-infrastructure
Tech industry
from24/7 Wall St.
3 weeks agoOracle Stock Surges 9% Post-Earnings: Cloud Revenue Jumps 44%, Infrastructure Up 84%
Oracle's fiscal Q3 2026 results drove a 9% stock surge, with cloud revenue up 44% and cloud infrastructure revenue exploding 84%, primarily driven by AI demand that exceeds supply.
Business intelligence
fromFortune
3 weeks agoOracle blows investors away with 22% 'hyper growth' - but cash flow crunches to negative $24.7 billion | Fortune
Oracle achieved record quarterly revenue of $17.2 billion with 84% cloud infrastructure growth, but negative free cash flow of $24.7 billion reflects massive $50 billion annual capital expenditure commitments for AI data center expansion.
Artificial intelligence
fromBusiness Insider
3 weeks agoOracle's Larry Ellison downplays software apocalypse fears: 'We think the SaaSpocalypse applies to others, but not to us'
Oracle executives assert that AI will disrupt competitors but not Oracle, as they rapidly integrate AI coding tools and agents into comprehensive software ecosystems.
Artificial intelligence
fromComputerWeekly.com
3 weeks agoOracle cost-cutting points to AI infrastructure gamble | Computer Weekly
Oracle invests $533bn in AI infrastructure while facing investor concerns about ROI, planning $45-50bn in 2026 financing and implementing workforce reductions through AI-driven productivity gains.
from24/7 Wall St.
1 month agoSnowflake's AI Transition Hinges on One Number the Company Will Report Tonight
Think of it as a backlog. It's the total value of future revenue Snowflake has already locked in through signed customer contracts. It's not what they earned last quarter. It's what they're guaranteed to earn going forward. For a company selling enterprise data infrastructure and AI tools, this number is the clearest window into how confident customers are in the platform's future.
Venture
fromTechzine Global
1 month agoQuarterly figures from SaaS players contradict AI doubts
Subscription & Support, which generates 95.5 percent of the company's total revenue with $10.7 billion, saw 13 percent growth on an annual basis. Each segment within this division is now called Agentforce, a clear move to place AI even more centrally in external communications. However, expectations for the coming year ($45.8 to $46.2 billion) are on the low side compared to the $46.06 billion predicted by analysts.
Business intelligence
from24/7 Wall St.
1 month agoLive: Will Salesforce (CRM) Breakout After Earnings?
We are raising fiscal year 2026 revenue guidance to $41.45 billion to $41.55 billion, and Q3 cRPO was exceptional, up 11% year-over-year at $29.4 billion, signaling a powerful pipeline of future revenue.
Business intelligence
Tech industry
fromBusiness Insider
3 weeks agoOracle to investors: Don't worry about data center spending, company is 'very, very good' at cost-cutting
Oracle forecasts $50 billion in capital expenditures for fiscal 2026, prioritizing cost reduction and accelerated construction timelines to maximize profitability from its AI data center expansion.
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