Oracle's $553 Billion Backlog Is Either a Gold Mine or a Mirage. Earnings Just Revealed the Answer.

Oracle ended its fiscal third quarter with $553 billion in remaining purchase obligations -- up 325% year over year.

Oracle blows investors away with 22% hyper growth—but cash flow crunches to negative $24.7 billion

Free cash flow at the enterprise software giant has tumbled over the past year as the company races to spend $50 billion on AI.
AOL

Guggenheim analyst predicts Oracle free cash flow ‘waterfall’ in fiscal 29-30

One Guggenheim analyst isn't blinking. Even as Oracle (NYSE:ORCL) stock sits down 23% year-to-date and roughly 54% off its September 2025 highs, the firm's analyst hasn't touched the $400 price target ...

Oracle is burning cash in the pursuit of hypergrowth. Is the AI growth stock a buy anyway?

Oracle's impeccable results come at a high price.
Digi Times

Oracle's rising debt and capital spending in AI hardware push prompt mixed reactions

Oracle's fiscal second-quarter report for 2025 showed increased borrowing and shrinking free cash flow as the company expands from software into artificial intelligence (AI) hardware. The firm's ...
Fox Business

Oracle expected to slash thousands of jobs as massive AI spending creates financial cash crisis

Enterprise software giant Oracle is reportedly planning to ax thousands of jobs due to mounting financial pressure from its aggressive push to build AI-focused data centers. The tech powerhouse may ...

Oracle is spending billions on AI data centers as cash flow turns negative

Despite operating in a different league than traditional Big Tech giants, Oracle has heavily invested in the AI-driven future of computing and cloud services. The Austin-based ...
24/7 Wall St

Guggenheim analyst predicts Oracle free cash flow ‘waterfall’ in fiscal 29-30

Oracle (ORCL) is down 23% year-to-date and 54% off September 2025 highs at $149.40. The company has $553B in remaining performance obligations, up 325% year-over-year, with FY2026 capex guidance at ...