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ORCL · Oracle

Oracle is forcing its way into the AI cloud elite on the back of OCI compute leasing — OCI revenue +93%, RPO surging to $638B — while burning $23.7B in free cash flow for the year in a high-stakes capacity buildout bet.

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ORCL · Oracle — Forcing its way into the AI cloud elite through OCI compute leasing: OCI revenue +93%, remaining performance obligations (RPO) surging to $638B; yet full-year free cash flow came in at -$23.7B — a high-stakes bet on burning cash to build capacity first.

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