ORCL "Story of Two Truths:" Weighing Cloud & Customers to Growing Debt

So, let's go inside out on Oracle ahead of earnings. Joining us now is Steven Dickens, CEO and principal analyst, Hyperframe Research. Very good morning to you, Stephen.What are your expectations for Oracle heading into this report card. >> Hey, Sam. So, thanks for having me on the show.I think what I'm looking for as I look towards their Q2 earnings for their financial year 2026 is [gasps] the market's going to be looking at cloud backlog. It's going to be looking at capex. One of the key indicators for me ...