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.
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10 Sep 2025
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