Oracle's $553 Billion Backlog Is Either a Gold Mine or a Mirage. Earnings Just Revealed the Answer.

Oracle ended its fiscal third quarter with $553 billion in remaining purchase obligations -- up 325% year over year.

Oracle blows investors away with 22% hyper growth—but cash flow crunches to negative $24.7 billion

Free cash flow at the enterprise software giant has tumbled over the past year as the company races to spend $50 billion on ...
24/7 Wall St.

Guggenheim analyst predicts Oracle free cash flow ‘waterfall’ in fiscal 29-30

One Guggenheim analyst isn’t blinking. Even as Oracle (NYSE:ORCL) stock sits down 23% year-to-date and roughly 54% off its September 2025 highs, the firm’s analyst hasn’t touched the $400 price target ...

Oracle expected to slash thousands of jobs as massive AI spending creates financial cash crisis

Oracle reportedly planning massive layoffs involving thousands of employees as AI spending creates cash crunch. Job cuts ...

Oracle isn't done spending big on AI. Here's why it said investors shouldn't worry.

Oracle is under pressure as investors question if its spending is overdone.
Digi Times

Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions

Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware. The firm's ...
Seeking Alpha

Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle Corp. (ORCL) is rapidly transforming into a capital-intensive hyperscaler, facing margin compression and negative free cash flow despite robust cloud demand. Q2 FY2026 saw cloud infrastructure ...