New lease at the Neuhoff Development adds over 116,000 square feet to Oracle's Nashville footprint AUSTIN, Texas, March 26, 2026 /PRNewswire/ -- To accommodate future growth of its Nashville workforce, Oracle has signed a new 116,000 square foot lease within The Neuhoff District, at 1320 Adams Street. With this latest investment, Oracle will bring its office capacity in Nashville to about 2,000 seats across three locations, marking significant progress in the company's plans to create thousands of new tech ...

MUMBAI, India--(BUSINESS WIRE)---- $LTM #AI--LTM has been recognized as a Leader in multiple quadrants in the ISG Provider Lensâ"¢ Oracle Cloud and Technology Ecosystem 2025 reports. ...

Key Takeaways Sentiment surrounding NFLX and ORCL have been rough over the last half year. NFLX dropping its WBD has helped recent performance, with favorable results from ORCL doing the same. Both have widely outperformed over the past month. A few investor-favorite stocks, namely Netflix (NFLX) and Oracle (ORCL) , have faced rather tough action over the past six months, with NFLX shares down 22% whereas ORCL shares have seen a 50% decline.But over the past month, the story has been entirely different, wit ...

"Oracle works with a broad ecosystem of partners to help customers modernize and streamline operations," said Simon de Montfort Walker, executive vice president, Industries, Oracle. "Alviere brings an industry-leading, enterprise-ready embedded finance solution that enables organizations to unlock efficiencies and serve customers with new integrated capabilities." About AlviereAlviere empowers enterprises to streamline payments, generate new revenue, and deliver richer customer experiences through embedded ...

Currently, with ORCL stock trading at around $155.60, it is still quite a way off its 52-week high of $345.72, even with its recent bounce following earnings results. This places ORCL in a rather interesting position. While ORCL stock has risen by 3.5% in the last five trading days, it has still been a rather more volatile stock compared to the general market. In comparison, the S&P 500 Index ($SPX), for example, has risen by about 19% in the last 52 weeks, with ORCL's current position more a matter of whet ...

CHARLES: YOU KNOW, I GUESS IT'S LIKE GOING TO A DENTIST, RIGHT. MY NEXT GUEST SAYS WE HAVE TO ENDURE IT WHEN WE'RE TALKING ABOUT THIS VOLATILITY. AT LEAST FOR NOW.DON'T WORRY, THINGS WILL RETURN TO NORMAL. LET'S BRING IN SHE NAY COLTON BRANT. IF YOU SAY, YOU KNOW, WELL, WE'VE SEEN THIS MAY OUT OVER MAMANY TIMES BEFORE.HAVING TILT NOW, NORMALIZATION LATER -- VOLATILITY NOW. AND THESE ARE THE SORT OF THINGS WE'RE LOOKING AT NEAR TERM TO SORT OF FADE AWAY AT SOME POINT. RIGHT. >> THAT'S RIGHT.AND SO WHAT'S TRI ...

Core Viewpoint - The focus is on Oracle's upcoming earnings call, with particular attention to its cloud revenue growth, debt management, and the implications of its relationship with OpenAI [1][2][3]. Financial Performance - Oracle has historically utilized debt, with a higher debt-to-equity ratio a year ago, and investors are concerned about its ability to maintain a triple-B credit rating, which is barely investment grade [2]. - The company has a capital expenditure expectation of approximately $60 billion, with cloud infrastructure sales projected to increase by 79% [3]. Market Dynamics - There is a complex web of interrelated companies in the tech sector, leading to concerns about potential conflicts of interest and the sustainability of investments [4]. - Free cash flow among major hyperscalers has recently improved, contrasting with the rapid decline seen during the AI arms race [5]. Investment Strategy - The company is viewed as vulnerable due to its dependence on OpenAI, and there is a preference for companies with better diversification [6]. - Despite the challenges, the company has been a long-term holding, but there is caution about adding to positions until more clarity is achieved [7]. Market Volatility - Recent market fluctuations, including a significant drop in the Dow followed by a quick recovery, highlight the challenges of navigating investments in a volatile environment [9][12]. - The current market conditions are reminiscent of past periods of volatility, where long-term investors may find opportunities despite short-term challenges [11][12].

Oracle Corporation (NYSE:ORCL) is included among the 14 Best American Dividend Stocks to Invest in. Scotiabank Lowers Oracle (ORCL) Price Objective, Sees Strength in AI-Accelerated Cloud On March 9, Scotiabank lowered its price recommendation on Oracle Corporation (NYSE:ORCL) to $215 from $220. The firm reiterated an Outperform rating on the shares. The analyst said the firm likes Oracle’s “tidy” fourth-place position in the AI-accelerated cloud market. It also believes the company’s traditional business ...

Financial Data and Key Metrics Changes - Oracle reported a strong Q3 fiscal year 2026, with both organic total revenue and organic non-GAAP EPS growing by 20% or more in USD, marking the first time in over 15 years this has occurred [6][10] - Cloud applications revenue increased by 11% in constant currency, reaching an annualized run rate of $16.1 billion [10] - Deferred revenue for cloud applications grew by 14%, supporting the acceleration thesis [20] Business Line Data and Key Metrics Changes - Within cloud applications, Fusion ERP revenue grew by 14%, Fusion SCM by 15%, Fusion HCM by 15%, and Fusion CX by 6% [10] - NetSuite revenue also increased by 11%, while industry SaaS solutions across various sectors grew by 19% [10] - Multi-cloud database revenue surged by 531% year-over-year, and AI infrastructure revenue grew by 243% year-over-year [21] Market Data and Key Metrics Changes - Oracle achieved significant growth in its partnerships with major cloud providers, expanding its database services across multiple clouds [21][23] - The company reported a $553 billion remaining performance obligation (RPO), indicating strong future revenue potential [24] Company Strategy and Development Direction - Oracle is focusing on integrating AI into its applications, with over 1,000 AI agents already embedded in its Fusion applications [68][79] - The company is positioning itself as a disruptor in the SaaS market by embedding AI capabilities directly into its applications, rather than viewing AI as a replacement for existing systems [68][79] - Oracle's strategy includes leveraging its multi-cloud partnerships to enhance its database services and AI infrastructure [21][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for AI and advanced compute capabilities, anticipating continued growth across the economy [28] - The company is optimistic about its ability to deliver profitable recurring revenue from its AI infrastructure and multi-cloud database services [27][28] - Management highlighted the importance of maintaining an investment-grade rating while pursuing significant financing to support growth initiatives [39] Other Important Information - Oracle raised $30 billion through investment-grade bonds and mandatory convertible preferred stock, with a record oversubscription [8] - The company is committed to maintaining a rapid financial reporting process, leveraging Oracle Fusion to close and file results faster than competitors [9] Q&A Session Summary Question: Insights on AI infrastructure's halo effect on traditional cloud workloads - Management confirmed a positive halo effect from AI infrastructure on traditional cloud workloads, with increased business activity and pipeline growth [32][34] Question: Data center location strategy for AI inferencing - Management discussed the importance of data center location in relation to latency and the evolving demand for inferencing capabilities [42][44] Question: Opportunities with AI database and private LLMs - Management noted a growing demand for integrating private data with AI models, emphasizing the importance of cloud adoption for leveraging AI [50][51] Question: Profitability of AI data centers and sovereign cloud strategy - Management expressed confidence in the profitability of AI data centers, highlighting the mix of services that contribute to overall margins [56][61] Question: Customer sentiment regarding SaaS and AI - Management reported that customers are not abandoning their core systems but are instead seeking to integrate AI capabilities into existing applications [67][68] Question: Oracle's evolving role in AI across enterprise systems - Management emphasized the significance of data gravity and the integration of AI agents within Oracle's applications to enhance customer value [72][79]

Financial Data and Key Metrics Changes - Oracle reported a strong Q3 fiscal year 2026, with both organic total revenue and organic non-GAAP EPS growing by over 20% in USD, marking the first time in over 15 years this has occurred [5] - The company raised $30 billion through investment-grade bonds and mandatory convertible preferred stock, with a record oversubscription [6] Business Line Data and Key Metrics Changes - Cloud applications revenue increased by 11% in constant currency, reaching an annualized run rate of $16.1 billion, with Fusion ERP, SCM, and HCM growing by 14% and 15% respectively [9][10] - Industry SaaS solutions for various sectors combined saw a growth of 19% [10] Market Data and Key Metrics Changes - Multi-cloud database revenue grew by 531% year-over-year, while AI infrastructure revenue increased by 243% year-over-year [20] - Deferred revenue for cloud applications was up 14%, supporting the acceleration thesis [19] Company Strategy and Development Direction - Oracle is focusing on integrating AI into its applications, with over 1,000 AI agents already embedded in its Fusion applications [66] - The company is positioning itself as a disruptor in the SaaS market by embedding AI capabilities directly into its applications, rather than viewing AI as a threat [66][77] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the profitability of AI data centers, with gross margins expected to remain in the 30%-40% range [55] - The company is optimistic about the ongoing demand for AI and advanced compute, indicating that investments in data centers and infrastructure will yield long-term value [26] Other Important Information - Oracle's transition from a seasonal license business to a predictable recurring revenue cloud business is contributing to its growth and profitability [25] - The company is committed to maintaining its investment-grade rating while exploring additional funding mechanisms [35] Q&A Session Summary Question: Insights on AI infrastructure's halo effect on traditional cloud workloads - Management confirmed the presence of a halo effect, with increased momentum in traditional cloud workloads due to the integration of AI capabilities [30][32] Question: Strategy for optimizing data center locations for AI inferencing - Management highlighted that latency is relative and emphasized the importance of hardware innovation over data center location [40][42] Question: Adoption of private LLMs and AI database growth - Management noted a growing demand for combining private data with existing AI models rather than creating entirely new private LLMs [48][49] Question: Profitability of AI data centers and sovereign cloud opportunities - Management expressed confidence in the profitability of AI data centers and highlighted the unique positioning of Oracle's Alloy model for sovereign cloud solutions [52][60] Question: Customer sentiment regarding the future of SaaS in light of AI - Management reported that customers are eager to integrate AI into their existing systems rather than replace them, indicating a positive outlook for SaaS [65][66] Question: Oracle's evolving role in the AI interaction layer across enterprise systems - Management emphasized the importance of data gravity and the integration of AI capabilities within Oracle's existing applications to enhance customer value [70][72]