Oracle Surges on Earnings Report: Breaking Down the Numbers

So first quarter adjusted revenue, it did meet estimates. It seems like a lot of the focus, a lot of the enthusiasm here, Jill, is what they see when it comes to cloud infrastructure revenue at $18 billion in 2026. And more importantly, they laid out a path where Oracle Cloud I'm going to have to reread it to make sure it gets to 144 billion within four or five years.That would be a massive business that would be in line with some of the hyperscalers. So we're going to have to make sure that we understand w ...