王不爱|3月 12, 2026 12:02
Oracle is thriving!!!
Latest earnings report is explosive! Q3 revenue hit $17.2 billion, up 22% year-over-year!
And that’s not all! Oracle’s RPO (future orders) disclosed at $553 billion, up 325% year-over-year! Jaw-dropping stuff!
1️⃣ Why was the stock price struggling before?
The market was worried about Oracle’s $50 billion spending being too costly, but the Q3 earnings report slapped the market in the face! $553 billion in revenue locked in for the next few years! Time to soar!
2️⃣ The NVIDIA-OpenAI-Oracle triangle spiral~
NVIDIA, OpenAI, and Oracle: one provides chips, one provides cloud services, and one is an AI company. With mutual investments and sales relationships, the three are spiraling upward together
3️⃣ Open ecosystem
Unlike other databases, Oracle’s database can run on AWS, Azure, and Google Cloud without restrictions! Open ecosystem! This open strategy avoids direct competition with giants and seizes cross-cloud platform opportunities!
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ORCL AI computing power Cloud computing Earnings analysis ORCL
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