Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle's CapEx-to-revenue ratio has gone from 13% in FY2024 to 37% in FY2025 to an estimated 75% in FY2026. But their CapEx-to-infrastructure revenue ratio can range from 101% to 206%. This is a tax ...
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Oracle’s earnings call highlights cloud and AI growth

Oracle Corporation (($ORCL)) has held its Q2 earnings call. Read on for the main highlights of the call. Oracle’s recent earnings call painted a ...
The Motley Fool

Oracle's Killing It in the Cloud, but Free Cash Flow Is Suffering

Oracle's cloud infrastructure business is booming, and the company recently scored a big win with the U.S. Department of Defense. Growing the cloud business has required a dramatic increase in capital ...
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Oracle’s debt mountain grows: $56 billion in new borrowing as cash flow turns deeply negative

Oracle’s Debt Crisis Deepens: Oracle debt spikes $56 billion as cash flow turns negative, raising investor alarms. The tech giant borrowed aggressively to fund its AI and cloud expansion. Free cash ...