Stock analysis posts tagged "oracle" from Openbook.

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.

An Oracle stock analysis grounded in fiscal 2026 results: $67.4bn revenue, a $638bn contracted backlog and $55.7bn of capex. What the numbers show and what to watch.