ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D(ORCL-D.US)

Last Updated 19:00:00 ET
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JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

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ORCL: Big Bet on AI Compute — Are the Odds Good Enough?

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DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap

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SAIC-GM-Wuling teams up with CATL; ORCL inks 2.8GW fuel-cell deal | Daily News Recap

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ORCL mass layoffs; BABA rolls out next-gen Qwen LLM | Daily News Recap

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NVDA (GTC Trans): LPU re-architects AI inference; AI factories aim for space---

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ORCL (Trans): AI biz. GPM at 32% this quarter

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Bet-the-company for survival: Did ORCL's AI bet pay off?---

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Oracle 3QF26 First Take: Mixed print. OCI-driven acceleration pushed total revenue growth past the 20% mark.The trade-off was faster-than-expected increases in capex and leverage. Cloud & software GPM fell 800bps YoY, with the decline accelerating and worse than market expectations.On cost control, Adj. profit still slightly beat the Street. Net-net, the quarter was broadly neutral.The key highlight was raising FY27 revenue guidance from 85bn to 90bn, while keeping FY26 unchanged.This implies FY27 YoY revenue growth of Approx. 34%, and near-term Q4 guide is largely in-line. In detail: Key points below. 1) Headline revenue appears to slightly beat, but FX tailwinds did most of the lifting.Ex-FX, total revenue grew 18%, matching the top end of prior company guidance and not a true beat. 2) OCI grew 81% YoY in constant currency, a clear acceleration vs. 66% in Q2.That said, it was fully in line with sell-side expectations, so not an upside surprise. (A few top brokers were lower pre-print.) 3) Software & cloud GPM fell 800bps YoY, widening from 590bps in Q2.Dragged by this, company-level GPM came in 250bps below the Street.This implies OCI AI margins in the ramp phase are weaker than expected, a negative signal. 4) Capex reached 18.6bn, up sharply from 12.0bn in Q2 and above market expectations.The company also disclosed new financing of 2.5bn in debt and 0.5bn in preferreds.Per guidance, FY26 Q4 capex should ease to around 11.0bn. 5) RPO rose QoQ by Approx. 29bn.Since the mega deal announced in Q1, new additions have slowed over the past two quarters, a bit of a lull.There has been no recent news of fresh large deals. 6) Q4 guidance upper bounds are near or slightly above current sell-side estimates, so overall in-line.The main surprise is the FY27 revenue uplift, implying execution vs. the previously disclosed long-term plan to FY30 may be ahead of schedule. $Oracle(ORCL.US) $Defiance Daily Target 2X Long ORCL ETF(ORCX.US)

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TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap ---

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