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remaining performance obligations

6 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Snowflake Stock Down 23% YTD: Strong Growth Masks Profitability Concerns

$SNOW declined 23% despite 30% revenue growth and surging $9.77B in obligations. Elevated valuation and continued losses temper buying enthusiasm.
SNOWprofitability concernsvaluation
The Motley FoolThe Motley Fool··Adria Cimino

Oracle's $50B AI Infrastructure Bet: A Calculated Wager on the AI Boom

Oracle commits $50B to AI infrastructure, raising $30B via bonds. With $553B in remaining obligations and 200%+ AI revenue growth, the company bets big on generative AI demand.
NVDAMETAMSFTAMZNGOOG+3capital expenditurecloud computing
The Motley FoolThe Motley Fool··Bram Berkowitz

Oracle's $110B Lifeline: How OpenAI's Mega-Funding Round De-risks Ambitious Cloud Growth

OpenAI's $110B funding round from Amazon, Nvidia, and SoftBank de-risks Oracle's ambitious $144B cloud infrastructure guidance by ensuring customer financial viability.
NVDAAMZNSFTBYORCLORCLpDdata centerscapital expenditure
The Motley FoolThe Motley Fool··Catie Hogan

Oracle Stock Tumbles 18% in 2026, but JPMorgan Sees Bargain at $210

Oracle stock fell 18% in 2026 despite record results; JPMorgan upgraded shares to Overweight with $210 target, citing attractive valuation after sell-off.
ORCLORCLpDAMJBJPMJPMpC+7AI data centersworkforce layoffs
The Motley FoolThe Motley Fool··Daniel Sparks

Oracle's $553B Backlog Signals AI Boom, But $50B CapEx Gamble Tests Investor Faith

Oracle's cloud unit grows 84% with $553B backlog, but $50B annual CapEx for data centers creates execution risk for investors.
ORCLORCLpDdata centerscapital expenditures
The Motley FoolThe Motley Fool··Scott Levine

Oracle Soars on Massive AI Contract Wave, RPO Hits $553B

Oracle surged 7.8% after-hours on Q3 beat: $17.2B revenue, $1.79 EPS crushed forecasts. RPO jumped 325% YoY to $553B on AI computing deals.
ORCLORCLpDdata center infrastructureQ3 2026 earnings