Oracle pointed to a cloud deal from social media company Meta. At the same time, Oracle indicated that its core database and data platform business will grow. In 30 days during the current quarter, ...

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.

Oracle's stock is down 26% so far this year, but the sharp decline is more of an opportunity than a red flag for investors.

Welcome to our wrap-up of Oracle AI World 2025! We spent two days on the ground in Las Vegas to hear from co-CEOs Mike Sicilia and Clay Magouyrk at their first AI World event in their new roles, with ...