Oracle Earnings: No Crystal Ball Needed, Still In Growth Mode

Cristi Croitoru Investment Thesis Oracle (NYSE:ORCL) is back on the front foot, with fiscal Q1 2025 delivering eye-popping guidance. Arguably, its RPO figure being up 53% y/y stole the limelight for this quarterly report. But beyond that, there was a ''well-argued'' narrative that Oracle's cloud offering is now the biggest part of its overall business and growing rapidly. All in all, this makes paying 22x next year's non-GAAP EPS an attractive valuation and worthwhile considering. Let's jump to it. Orac ...