BERNSTEIN：甲骨文-300 亿美元订单争议事件

Global Software Oracle Corp Rating Outperform Price Target ORCL 225.00 USD The other parts of the announcement that were likely missed by investors is that a) there are multiple other large Cloud contracts already signed in the quarter that are not in RPO or revenue; and b) the multicloud database is expected to grow over100% YoY which will add further growth and help with offsetting margin pressure from the rest of OCI. The contract is likely the much anticipated Stargate contract, but it could be a sovere ...