ab 10 December 2025 Global Research Oracle Corporation A Bit Light But 2H Ramp Remains Compelling Summary Oracle posted 2Q/Nov results (13% c/c revs growth, 66% cloud infra growth) that fell slightly short of investor estimates, as did the messaging around leverage/financing, but in our view the conversion of the massive $523b deal backlog to high revs growth in 2H/ FY27 is compelling enough that we're sticking with our Buy rating. Topline/Backlog Story The conversion of backlog/capex/revs to bottom-line re ...

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Core Insights - Benson Investment Management Company, Inc. fully exited its position in Oracle, selling 25,566 shares valued at approximately $5.6 million during the third quarter [1][2][7]. Company Overview - Oracle is a global leader in enterprise software and cloud infrastructure, with a market capitalization of about $835 billion [6]. - The company reported a total revenue of $59 billion and a net income of $12.4 billion for the trailing twelve months (TTM) [4]. - Oracle's dividend yield stands at 0.7%, and its share price was $292.96 as of the market close on Friday [4]. Financial Performance - Oracle's cloud revenue surged 28% year-over-year to $7.2 billion, while total revenue rose 12% to $14.9 billion [8]. - The growth was driven by a 55% increase in its cloud infrastructure unit, with CEO Safra Catz describing the quarter as "astonishing" due to four multi-billion-dollar contracts that increased Oracle's backlog to a record $455 billion [8]. Market Position - Oracle's shares have increased by approximately 66% over the past year, significantly outperforming the S&P 500's 12% gain during the same period [3][7]. - The company offers a comprehensive suite of products, including enterprise cloud applications, database technologies, middleware, and hardware, targeting large enterprises, government agencies, and educational institutions [9]. Strategic Focus - Oracle's strategy emphasizes expanding its cloud offerings and integrated technology stack to meet complex business needs across various industries [6]. - The company is also focusing on partnerships with major players like Amazon, Google, and Microsoft, and is set to launch an "Oracle AI Database" that integrates major language models into its cloud services [10].