Oracle Cloud (OCI)
Search documents
Significant Backlog v. Massive Debt: Will ORCL Win A.I.
Youtubeยท 2025-12-11 19:00
It's time now for our 360 round. For that, let's bring in our panel to discuss Oracle. Joining us now, Ron Westfall, VP networking infrastructure at Hyperframe Research, and Robert Kwell, founder and portfolio manager at Upholding Investment Management.Thank you for being with us today. You know, Ron, I'd love to start with you. Just some key takeaways from the report.We saw, you know, a huge beat on EPS. We got this record-breaking RPO, explosive cloud growth, but I'm looking and we're down 13 and a half%. ...