𝐎𝐫𝐚𝐜𝐥𝐞 𝐡𝐚𝐬 $𝟔𝟔𝟒𝐁 𝐢𝐧 𝐛𝐚𝐜𝐤𝐥𝐨𝐠. 𝐁𝐮𝐭 𝐢𝐭’𝐬 𝐬𝐭𝐢𝐥𝐥 𝐛𝐮𝐫𝐧𝐢𝐧𝐠 𝐜𝐚𝐬𝐡.

Oracle just reported $19.3B in revenue, up 30% YoY.

Cloud Infrastructure grew 121% to $7.4B, and the company added more than $30B in new AI cloud contracts.

Then you get to the $664B backlog.

That number is massive. But free cash flow was still -$5.4B.

So I think the real debate around $ORCL isn’t whether AI demand exists anymore.

It’s how quickly Oracle can turn that demand into revenue and cash.

The market liked the results, with shares jumping after hours.

$664B backlog or -$5.4B cash flow, which number matters more to you?

$ORCL is also available on BingX TradFi.

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