Outro

We break down Oracle’s Q3 FY2026 earnings, highlighting 44% year-over-year cloud revenue growth to $8.9B, driven by IaaS at $4.9B up 84%, while legacy software growth remains slower. <br>We hash over Oracle’s remaining performance obligations (RPO) of $553B, up 325% year over year, and discusses how heavy data center capital expenditures are pressuring free cash flow (over $11B negative) and contributing to slower constant-currency EPS growth (16%) versus revenue.<br>Finally review guidance, including a $90B revenue outlook for FY2027 implying 34% growth, and share expectations for 30%+ growth with a longer-term view that Oracle could approach $200B in annual revenue by 2028. <br>Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membership<br>Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/<br>Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form<br>Chapters:Chapters:00:00 Oracle Earnings 01:58 Q3 Highlights RPO Surge03:08 Cloud Segments Explained03:39 EPS Versus Revenue04:50 Guidance And Outlook06:44 200B Revenue Thesis08:28 CapEx And Cash Flow10:44 Debt Raise And Balance SheetIf you found this video useful, please make sure to like and subscribe!<br>*********************************************************<br>Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!<br>Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.<br> #oracle #ORCLstock #chipstockinvestor #datacenters #AI infrastructure<br>Nick and Kasey own shares of Oracle