Oracle's Growth Is Set To Accelerate, Driven By Its Multi-Cloud Strategy (NYSE:ORCL)
OracleOracle(US:ORCL) Seeking Alpha·2025-09-11 21:34

Core Insights - Oracle Corporation reported a 3.3x sequential growth rate in remaining performance obligations (RPO), indicating strong future revenue potential driven by Oracle Cloud Infrastructure (OCI) [1] Group 1: Company Performance - The significant growth in RPO lays the groundwork for top-line growth in the coming years [1] - Enterprise adoption of OCI is being driven by Oracle's flexibility in hosting [1] Group 2: Analyst Background - Michael Del Monte, an analyst with over 5 years of experience, emphasizes that investment recommendations are based on the entire investment ecosystem rather than evaluating a company in isolation [1]