AUSTIN, Texas, Aug. 7, 2025 /PRNewswire/ -- Oracle today announced the general availability of Oracle Globally Distributed Exadata Database on Exascale Infrastructure, designed to simplify the deployment of distributed mission-critical applications across Oracle Cloud Infrastructure (OCI) regions worldwide. This new service automatically distributes, stores, and synchronizes data across multiple locations, enabling applications to remain online even during regional outages and helping businesses address dat ...

Core Insights - Snowflake (SNOW) and Oracle (ORCL) are at the forefront of modernizing enterprise data infrastructure to accommodate large-scale AI workloads [1][2] - The global cloud data platform market is projected to grow from $22.78 billion in 2025 to $104.50 billion by 2033, with a CAGR of 24.3% [2] Snowflake Overview - Snowflake is designed as a core platform for AI-driven data workloads, supporting deployment across major public clouds and integrating structured and unstructured data [3] - In Q1 of fiscal 2026, Snowflake reported $996.8 million in product revenue, a 26% year-over-year increase, with expectations for Q2 product revenue at $1.04 billion [5][6] - Over 5,200 customer accounts utilized Snowflake's AI and ML features weekly in Q1, indicating strong adoption [4] Oracle Overview - Oracle is developing a vertically integrated platform for AI workloads, combining cloud infrastructure with autonomous databases and industry-specific applications [7] - In Q4 of fiscal 2025, Oracle's total cloud revenue increased by 27% year-over-year to $6.7 billion, with cloud infrastructure revenues growing by 62% [11] - The Zacks Consensus Estimate for Oracle's Q1 fiscal 2026 cloud services and license revenue is $12.21 billion [12] Comparative Analysis - Snowflake trades at a higher valuation of 13.64X forward Price/Sales compared to Oracle's 10.43X, reflecting its premium positioning in the market [16] - The Zacks Consensus Estimate for Snowflake's fiscal 2026 earnings is $1.06 per share, indicating a 27.71% year-over-year increase, while Oracle's estimate is $6.73 per share, reflecting an 11.61% increase [18] - Snowflake's focused, cloud-native platform is seen as more advantageous for AI-driven analytics compared to Oracle's broader, legacy-dependent approach [19]

Core Insights - Oracle Financial Services has been recognized as a "Luminary" by Celent in Corporate Digital Banking and has won multiple XCelent Awards for its digital banking solutions [1][2][4] - The recognition highlights Oracle's leadership and innovation in providing scalable, secure, and feature-rich digital banking solutions to financial institutions globally [1][2] Group 1: Awards and Recognition - Oracle earned the "Luminary" designation in both of Celent's Corporate Digital Banking reports [2] - The company received the XCelent Award for "Breadth of Functionality" in four additional evaluations focused on Retail and Small Business Banking [2][4] Group 2: Product Features and Client Base - Oracle Banking Digital Experience offers a scalable corporate banking solution with extensive functionality, multichannel access, and open ecosystem tools [3] - The solution scored highly for its breadth of functionality, technology integration, and client service, with a significant number of Tier 1 to 4 bank clients across North America, EMEA, and APAC [3] Group 3: Company Commitment - Oracle is committed to delivering AI-powered, cloud-native solutions to modernize operations, enhance customer experiences, and foster innovation at scale [4]

Summary of Oracle Corp Conference Call Company Overview - **Company**: Oracle Corp - **Industry**: Global Software - **Current Rating**: Outperform - **Price Target**: $308.00 (previously $269.00) [1][3] Key Insights - **Cloud Transition**: Oracle is in the early stages of a significant transition to Cloud services, with Oracle Cloud Infrastructure (OCI) expected to become the 4th largest global hyperscaler. Growth is anticipated to accelerate, particularly driven by AI advancements [1][3]. - **Revenue Growth Projections**: Two scenarios are modeled for revenue growth: - **Scenario 1**: Revenue expected to exceed $104 billion by FY29. - **Scenario 2**: Incorporates an additional $30 billion contract, projecting total revenue of approximately $135 billion by FY29 [2][20][35]. - **Financial Metrics**: - **Adjusted EPS**: Projected to grow from $5.12 in FY23 to $6.03 in FY25. - **Revenue Growth**: Expected CAGR of 7.2% from $49.96 billion in FY23 to $57.40 billion in FY25. - **Operating Earnings**: Anticipated to grow from $20.90 billion in FY23 to $25.03 billion in FY25, with a CAGR of 9.4% [5]. - **Free Cash Flow (FCF)**: Expected to ramp up significantly over the long term, with initial declines in the next 2-3 years due to growth investments [28]. Investment Implications - **Valuation Adjustments**: The adjusted P/FE target multiple has been increased from 31x to 35x, reflecting confidence in Oracle's growth trajectory and operational execution [3][25]. - **Market Positioning**: Oracle is establishing itself as a significant player in the hyperscaler market, with potential to become the 3rd largest [17]. - **Long-Term Strategy**: Oracle's management is focused on long-term value creation, willing to invest in growth despite short-term impacts on financial performance [26][27]. Financial Performance Metrics - **Operating Margin**: Expected to improve from 41.8% in FY23 to 43.6% in FY25 [5]. - **Net Income Margin**: Projected to increase from 28.4% in FY23 to 30.1% in FY25 [5]. - **Market Capitalization**: Approximately $709.32 billion [6]. Additional Considerations - **AI Revenue Growth**: AI-related revenue is projected to grow from $1.7 billion in FY25 to $21.7 billion by FY29, indicating a CAGR of over 85% [46]. - **CAPEX and Financing**: Oracle may need to raise additional capital to fund its growth, potentially through debt, stock sales, or pre-payments on contracts [25]. - **Operational Efficiency**: The company is expected to manage operating expenses effectively, with a conservative estimate of 12% growth in the higher revenue scenario [37]. Conclusion Oracle Corp is positioned for substantial growth driven by its cloud transition and AI initiatives. The company is expected to significantly increase its revenue and profitability over the next 5-10 years, making it an attractive investment opportunity. The management's long-term focus and strategic positioning in the hyperscaler market further enhance its investment appeal.

Company Performance - Oracle's stock increased by 1.24% to $255.67, outperforming the S&P 500, which fell by 0.49% [1] - Over the past month, Oracle shares appreciated by 8.73%, while the Computer and Technology sector gained 3.58% and the S&P 500 gained 0.96% [1] Earnings Forecast - Oracle is expected to report an EPS of $1.47, reflecting a growth of 5.76% year-over-year [2] - Revenue is forecasted to be $15.01 billion, indicating a growth of 12.83% compared to the same quarter last year [2] Annual Estimates - For the annual period, earnings are anticipated to be $6.73 per share, with revenue projected at $66.59 billion, representing increases of 11.61% and 16.02% respectively [3] - Recent analyst estimate revisions for Oracle suggest positive business outlooks, as these changes often reflect short-term business dynamics [3] Valuation Metrics - Oracle has a Forward P/E ratio of 37.52, which is higher than the industry average of 23.97 [5] - The PEG ratio for Oracle is 2.97, compared to the Computer - Software industry's average PEG ratio of 2.25 [6] Industry Ranking - The Computer - Software industry holds a Zacks Industry Rank of 93, placing it in the top 38% of over 250 industries [6] - The Zacks Rank system indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - Bernstein believes Oracle's cloud computing business is in the early stages of takeoff and will experience rapid growth in the coming years [1][2] Group 1: Analyst Ratings and Price Targets - Bernstein analyst Mark Moerdler reiterated an "outperform" rating for Oracle and raised the target price from $269 to $308, reflecting strong confidence in the company's long-term prospects [1] - Bank of America also raised Oracle's target price from $220 to $295 while maintaining a "neutral" rating, citing strong demand for AI infrastructure as a positive for Oracle's cloud services [2] Group 2: Growth Projections - Moerdler expects Oracle to achieve an average annual revenue growth of "mid-teens" (13%-17%) over the next 5 to 10 years [2] - Despite potential short-term impacts on free cash flow due to investment spending, Oracle is projected to see significant long-term improvements [2] Group 3: Cloud Services and AI Integration - Oracle is rapidly becoming a preferred third-party cloud service provider for leading AI large model companies and maintains a close partnership with Nvidia [1] - Four out of the five major global AI language model developers are reportedly using Oracle's data centers [1] Group 4: Future Revenue Contributions - Oracle's CEO Safra Catz indicated a strong start to the fiscal year, with multiple large cloud service agreements signed, including one expected to contribute over $30 billion annually starting in fiscal year 2028 [2]

As artificial intelligence continues to reshape the tech landscape, major companies are ramping up investments to capitalize on this transformative trend.Oracle ORCL emerges as a significant player in the ongoing AI revolution, prompting analysts to reassess its financial prospects amidst a surge in AI-driven capital expenditures.Bank of America Securities analyst Brad Sills maintained Oracle with a Neutral rating and raised the price forecast from $220 to $295 on Tuesday.Sills raised his price forecast on ...

Core Viewpoint - SoftBank is significantly increasing its investments in AI hardware, particularly by boosting its stakes in Nvidia and TSMC, as part of its strategy to capture key segments of the AI industry chain [3][7]. Investment Actions - As of March 31, SoftBank's stake in Nvidia rose from $1 billion to approximately $3 billion, with new investments of about $330 million in TSMC and $170 million in Oracle [3][8]. - These investments coincide with Nvidia's market capitalization surpassing $4 trillion and TSMC nearing a $1 trillion valuation, resulting in substantial paper gains for SoftBank [3][8]. Financial Performance - Analysts expect SoftBank to report a positive net profit in its upcoming Q2 financial results, primarily driven by the strong performance of its AI-related assets [5]. - SoftBank's stock reached an all-time high last month, reflecting investor confidence in its strategic initiatives, including a $500 billion Stargate data center project in collaboration with OpenAI and a $30 billion additional investment in OpenAI [5][10]. Strategic Goals - SoftBank's latest investment moves are strategically targeting critical nodes in the AI industry, with Nvidia representing AI chip design, TSMC for manufacturing, and Oracle for cloud service infrastructure [7]. - The company aims to become a leading platform provider in artificial superintelligence, as stated by its CEO Masayoshi Son [9][11]. Future Projects - SoftBank is pursuing large-scale partnerships to play a more central role in the AI proliferation process, including the $500 billion Stargate data center project and a $1 trillion AI manufacturing center plan in Arizona [10]. - The company plans to acquire Ampere Computing for $6.5 billion and has already raised approximately $4.8 billion by selling part of its T-Mobile stake to ensure liquidity for its hardware investments [8][10]. Market Positioning - SoftBank's investment strategy is seen as a way to regain access to profitable segments of the semiconductor supply chain, especially after previously selling 4.9% of Nvidia shares in early 2019 [11]. - The Vision Fund's past losses have limited SoftBank's ability to invest in generative AI during its early stages, but recent moves to repurchase Nvidia shares and invest in TSMC are viewed as corrective actions [11].

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 39 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis [1] Group 1: Investment Strategies - Paul Franke developed a system called "Victory Formation," which focuses on identifying supply/demand imbalances through specific stock price and volume movements [1] - The "Bottom Fishing Club" articles target deep value stocks or those showing significant positive technical momentum reversals [1] - The "Volume Breakout Report" articles discuss stocks that exhibit positive trend changes supported by strong price and volume trading activity [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and achieved the 1 position in the Motley Fool® CAPS stock picking contest in 2008 and 2009, out of over 60,000 portfolios [1] - As of June 2025, he was ranked in the Top 4% of bloggers by TipRanks® for 12-month stock picking performance based on suggestions made over the last decade [1] Group 3: Risk Management - Franke advises investors to implement stop-loss levels of 10% or 20% on individual stock choices and to maintain a diversified portfolio of at least 50 well-positioned stocks to enhance regular stock market outperformance [1]

Core Insights - The collaboration between OpenAI and Oracle to develop an additional 4.5GW of data center capacity reflects a significant shift in the operational logic of the AI industry, moving towards a model where computing power is treated as a flexible service rather than a fixed asset [1][3][6] Group 1: Collaboration Details - OpenAI and Oracle's partnership is not merely a commercial agreement but represents a deep integration of technology and infrastructure services, allowing for enhanced power distribution and disaster recovery capabilities across multiple regions [4][13] - The collaboration enables OpenAI to reduce operational costs by leveraging Oracle's efficient data center infrastructure, which maintains a Power Usage Effectiveness (PUE) of below 1.2, significantly better than the industry average of 1.5 [5][6] Group 2: Computing Power Supply Model - The partnership signifies a paradigm shift in the computing power supply model, moving from reliance on self-built data centers to a more flexible, service-oriented approach, akin to the transition from private generators to public power grids [3][4] - The scale of operations, with the ability to run over 2 million chips, enhances both companies' influence in the semiconductor supply chain, challenging the dominance of Nvidia in the AI chip market [7][9] Group 3: Energy and Computing Synergy - The 4.5GW data center capacity requires substantial energy, equivalent to the annual electricity consumption of 3.15 million households, highlighting the need for efficient energy management in modern data centers [10] - Schneider Electric's report emphasizes the necessity for a dynamic synergy between energy supply and computing power, advocating for a holistic approach to energy management that integrates power supply, computing loads, and cooling systems [10][11] Group 4: Geopolitical Implications - The collaboration aligns with U.S. government initiatives to maintain leadership in advanced computing infrastructure, indicating that the partnership extends beyond commercial interests into national strategic considerations [13][15] - The intertwining of commercial cooperation and national strategy suggests a blurred line between public and private sectors in the context of AI infrastructure, as the U.S. seeks to consolidate computing resources for competitive advantage in the global AI landscape [15][16]