
• Reported GAAP EPS of $2.14 up 89.38% YoY • Reported revenue of $16.06B up 14.22% YoY
Bullish
Oracle saw robust Cloud Revenue growth of 34% to $8.0 billion and Remaining Performance Obligations soared 438% to $523 billion, driven by strategic AI and multicloud initiatives.
Bearish
Oracle experienced a 3% decline in software revenues and a GAAP operating margin compression to 29%. Oracle also shifted its strategic focus away from internal chip design.