Browsing Tag
Larry Ellison
16 posts
Oracle (ORCL) reports $19.3bn Q1 FY27 revenue as IaaS reaches $7.4bn
Oracle delivered 121% infrastructure cloud growth and added 850 MW of data center capacity in its fiscal first quarter, but $28.5 billion of capital expenditure and negative free cash flow keep the economics of its AI expansion under scrutiny.
Oracle revenue jumped 17%, yet thousands more jobs could go. The $55.7bn AI bill explains why
Oracle is reportedly considering another broad workforce reduction that could affect thousands of employees globally, including workers in India, after its headcount already fell by roughly 21,000 in one year and annual capital expenditure surged 162% to $55.7 billion as the software giant races to build AI data-centre capacity.
Oracle ($ORCL) logs worst week since 2001 dot-com bust as AI capex outruns cloud revenue trajectory
Oracle (NYSE: ORCL) closes worst week since 2001 as $156B debt, $24B negative FCF and $40B FY2027 raise plans alarm AI infrastructure investors. Read more.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
Oracle Q4 fiscal 2026: Cloud revenue up 47%, ORCL stock drops as financing plan rattles investors
Oracle (ORCL) posts record Q4 revenue and a $638B backlog, but shares slide on $55.7B capex, negative free cash flow and a $40B raise. Read the full analysis.
Oracle layoffs 2026: Up to 30,000 employees terminated by 6am email as Stargate debt tops $100bn
Oracle is cutting up to 30,000 jobs via 6am emails as $100bn AI debt forces the biggest layoff in company history. Read the full breakdown.
Oracle (NYSE: ORCL) rallies 10% after earnings as $553bn RPO signals AI infrastructure dominance
Oracle (ORCL) beats Q3 estimates with 22% revenue growth and a $553bn RPO backlog. Cloud up 44%, IaaS up 84%. FY2027 guidance raised to $90bn. Read the full analysis.
Paramount Skydance (Nasdaq: PSKY) seals $110bn Warner Bros. Discovery deal as Netflix walks away from bidding war
Paramount Skydance seals a $110B deal for Warner Bros. Discovery after Netflix exits. What it means for streaming, cable, and media consolidation. Read more.
Inside OpenAI’s jaw-dropping $300bn Oracle cloud deal that could reshape AI infrastructure forever
OpenAI’s $300B commitment to Oracle reshapes AI infrastructure. Find out how Project Stargate is redefining compute scale and cloud economics.