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ArticlesTagged: backlog

#backlog

Stock analysis posts tagged "backlog" from Openbook.

A massive concrete dam holding back a vast, shimmering reservoir, while below a narrow spillway trickles water into a winding river
Market Spotlight

Oracle (ORCL): Backlog Hits 664bn Dollars as Cloud Revenue Jumps

Oracle closed the quarter with a 664bn dollar backlog against revenue guided to at least 90bn. The gap, and who is on the other side of it, is the story.

Jack Green·11 Sept 2026
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Market Spotlight

Ciena (CIEN): Record Revenue Up 37% but the Shares Fell 10%

Ciena posted record revenue up 37%, more than doubled operating margin and raised guidance, and still lost a tenth of its value in a session.

Jack Green·4 Sept 2026
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Market Spotlight

Dell's $95bn Backlog Just Passed the Market's Margin Test

Dell beat on Q2 revenue and EPS with a record $95bn AI backlog, but the shares moved on gross margin rising to 21.1%, not on the beat itself.

Jack Green·2 Sept 2026
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