HomeMarketsEarningsAnalyzing ORCL's 'Unheard' Guidance & Profitable A.I. Attainability

Analyzing ORCL's 'Unheard' Guidance & Profitable A.I. Attainability

Oracle's (ORCL) earnings "weren't good at all," says Nigam Arora, "but the projections were eye-popping." He talks about the attainability of the company's projected 800% cloud infrastructure revenue goal between fiscal 2027 and fiscal 2030. Nigam makes the case that Oracle's money flow below the surface of projected deals faces significant headwinds.

Market On Close

10 Sep 2025

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