This Q3 was the first quarter in over 15 years where organic total revenue and non-GAAP earnings per share both grew at 20% or more in USD. Cloud revenue was at the high end of our guidance, total ...

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund. ” A copy of the letter is available for ...

Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Global Small Cap Focused Value Strategy.” A copy of the letter is available for download here. Robust ...

Oracle on Tuesday predicted that the AI data ​center boom will power its revenue above Wall Street estimates well into 2027, sending its shares up 8.3% in extended trading.

Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the numbers behind it are hard to argue with. Oracle (NYSE:ORCL) has quietly ...

Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...

Oracle shares surged about 12% on Wednesday after the software giant's upbeat revenue forecast eased concerns over its hefty ...

Oracle CEO Clayton Magouyrk said on an earnings call the company's model of having customers provide data chips for new data center builds is working.

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

Oracle Corporation ORCL is set to report third-quarter fiscal 2026 results on March 10, 2026, covering the period from December 2025 through February 2026. Non-GAAP earnings per share are expected ...

Oracle's cloud infrastructure business is accelerating rapidly, but investors should weigh the company's massive capital expenditure plans before buying shares.

Oracle’s Mike Sicilia is the latest software CEO to wade in to the ​debate on whether artificial intelligence tools that heavily automate human tasks will mean the demise of his industry.