ORCL: AI Cloud Demand is Still Outpacing Supply-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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ORCL: AI Cloud Demand is Still Outpacing Supply

ShayBoloor
14:11

1.

$Oracle(ORCL)$ Q3 EARNINGS

• Revenue $17.2B vs Est. $16.9B

• EPS $1.79 vs Est. $1.69

• Operating Income $7.4B vs Est. $7.2B

• RPO: $553B (+325% YoY)

FY27 Guidance

• Revenue $90B vs Est. $86B

Image

2.

RPO growth is absolutely wild.

Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming.

Image

3.

ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving & with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online.

At the same time, Oracle is using AI internally to make its SaaS business cheaper to build, faster to ship & harder to compete with.

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Click to access the activity

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# AI Companies and Industry DIG

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/cd9de403fad6d716448b105ca9d602d6","width":"600","height":"600"},{"img":"https://community-static.tradeup.com/news/166acea4a0d3a5410570c04ffa8c4a2f","width":"900","height":"506"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330","width":"1035","height":"250"},{"img":"https://community-static.tradeup.com/news/53023fe848b1b37867b56e3748a0c11c","width":"3508","height":"2480"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/cd9de403fad6d716448b105ca9d602d6","width":"600","height":"600"},{"img":"https://community-static.tradeup.com/news/166acea4a0d3a5410570c04ffa8c4a2f","width":"900","height":"506"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330","width":"1035","height":"250"}],"title":"ORCL:  AI Cloud Demand is Still Outpacing Supply","html":"<html><head></head><body><p>1.</p>\n<p><a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Q3 EARNINGS</p>\n<p>• Revenue $17.2B vs Est. $16.9B</p>\n<p>• EPS $1.79 vs Est. $1.69</p>\n<p>• Operating Income $7.4B vs Est. $7.2B</p>\n<p>• RPO: $553B (+325% YoY)</p>\n<p>FY27 Guidance</p>\n<p>• Revenue $90B vs Est. $86B</p>\n<p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/cd9de403fad6d716448b105ca9d602d6\" tg-width=\"600\" tg-height=\"600\"><span>Image</span></p>\n<p>2.</p>\n<p>RPO growth is absolutely wild.</p>\n<p>Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming.</p>\n<p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/166acea4a0d3a5410570c04ffa8c4a2f\" tg-width=\"900\" tg-height=\"506\"><span>Image</span></p>\n<p>3.</p>\n<p>ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving &amp; with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online.</p>\n<p>At the same time, Oracle is using AI internally to make its SaaS business cheaper to build, faster to ship &amp; harder to compete with.</p>\n<p></p>\n<p><strong>For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.</strong></p>\n<p><a href=\"https://ttm.financial/post/507537437684112\" title=\"🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a></p>\n<p><strong>Find out more here.</strong></p>\n<blockquote>\n <p>Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get <strong>SGD 688 stock vouchers</strong>*! The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p>\n <p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a></p>\n</blockquote>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\" tg-width=\"1035\" tg-height=\"250\"></p>\n<p><strong>Other helpful links:</strong></p>\n<ul style=\"\">\n <li>\n  <p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li>\n <li>\n  <p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Cash Boost Account Website.</a></p></li>\n</ul>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/53023fe848b1b37867b56e3748a0c11c\" tg-width=\"3508\" tg-height=\"2480\"></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><p>1.</p>\n<p><a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"Oracle\" href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> Q3 EARNINGS</p>\n<p>• Revenue $17.2B vs Est. $16.9B</p>\n<p>• EPS $1.79 vs Est. $1.69</p>\n<p>• Operating Income $7.4B vs Est. $7.2B</p>\n<p>• RPO: $553B (+325% YoY)</p>\n<p>FY27 Guidance</p>\n<p>• Revenue $90B vs Est. $86B</p>\n<p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/cd9de403fad6d716448b105ca9d602d6\" tg-width=\"600\" tg-height=\"600\"><span>Image</span></p>\n<p>2.</p>\n<p>RPO growth is absolutely wild.</p>\n<p>Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming.</p>\n<p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/166acea4a0d3a5410570c04ffa8c4a2f\" tg-width=\"900\" tg-height=\"506\"><span>Image</span></p>\n<p>3.</p>\n<p>ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving &amp; with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online.</p>\n<p>At the same time, Oracle is using AI internally to make its SaaS business cheaper to build, faster to ship &amp; harder to compete with.</p>\n<p></p>\n<p><strong>For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.</strong></p>\n<p><a href=\"https://ttm.financial/post/507537437684112\" title=\"🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">🎉Cash Boost Account Now Supports 35,000+ Stocks &amp; ETFs – Greater Flexibility Now</a></p>\n<p><strong>Find out more here.</strong></p>\n<blockquote>\n <p>Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get <strong>SGD 688 stock vouchers</strong>*! The trade can be executed using any payment type available under the Cash Boost Account:<strong> Cash, CPF, SRS, or CDP.</strong></p>\n <p><a href=\"https://ttm.financial/link?target=https%3A%2F%2Fsg.tigermarketw.com%2Factivity2%2Fmarket%2F2025%2Fcontra-invitation%3Flang%3Den_US%26useAnimation%3Dtrue\" title=\"Click to access the activity\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Click to access the activity</a></p>\n</blockquote>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330\" tg-width=\"1035\" tg-height=\"250\"></p>\n<p><strong>Other helpful links:</strong></p>\n<ul style=\"\">\n <li>\n  <p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li>\n <li>\n  <p><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Other FAQs on CBA.</a> <a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\">Cash Boost Account Website.</a></p></li>\n</ul>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/53023fe848b1b37867b56e3748a0c11c\" tg-width=\"3508\" tg-height=\"2480\"></p>\n<p></p></body></html>","text":"1. $Oracle(ORCL)$ Q3 EARNINGS • Revenue $17.2B vs Est. $16.9B • EPS $1.79 vs Est. $1.69 • Operating Income $7.4B vs Est. $7.2B • RPO: $553B (+325% YoY) FY27 Guidance • Revenue $90B vs Est. $86B Image 2. RPO growth is absolutely wild. Oracle’s buildout looks oversized relative to its revenue base but if OCI turns that capacity into durable AI demand then the market may be underestimating what Oracle is becoming. Image 3. ORCL just said AI cloud demand is still outpacing supply, customer credit quality is improving & with $553B in RPO the story is no longer about demand but about how fast Oracle can bring capacity online. At the same time, Oracle is using AI internally to make its SaaS business cheaper to build, faster to ship & harder to compete with. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports 35,000+ Stocks & ETFs – Greater Flexibility Now Find out more here. Complete your first Cash Boost Account trade with a trade amount of ≥ SGD1000* to get SGD 688 stock vouchers*! The trade can be executed using any payment type available under the Cash Boost Account: Cash, CPF, SRS, or CDP. Click to access the activity Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/541433049825520","repostId":0,"isVote":1,"tweetType":1,"viewCount":25,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ORCL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1206,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}