Oracle (ORCL)
-
Where we will discuss Oracle
-
Added to Technology
-
Oracle stands out as a compelling investment due to its robust financial position, strategic focus on high-growth sectors, and ability to capitalise on emerging trends. One key factor is its staggering $130 billion USD in back-order contracts, a figure reported in early 2025 that reflects future revenue already secured. This massive backlog, which excludes potential gains from the $500 billion USD Stargate AI project with partners like OpenAI and Nvidia, underscores Oracle’s capacity to lock in large-scale, long-term deals. These contracts, primarily driven by demand for its cloud infrastructure, signal a clear path to sustained revenue growth, with CEO Safra Catz projecting at least 15% growth for fiscal 2026.
Another pillar of Oracle’s investment appeal is its enterprise resource planning (ERP) customer base, which drives sticky, recurring revenue. Oracle Fusion Cloud ERP and NetSuite have become essential solutions for businesses worldwide, from financial giants like Citadel to government entities like Comunidad de Madrid. These customers depend on Oracle’s integrated, cloud-based platforms for critical operations, ensuring a steady stream of subscription income. In Q2 FY2025, Fusion Cloud ERP revenue grew 18% to $900 million USD, while NetSuite rose 20%, highlighting the resilience of this revenue stream even amidst economic uncertainty.
Oracle’s aggressive push into artificial intelligence further bolsters its allure. The Oracle Cloud Infrastructure (OCI) is tailored for AI workloads, attracting major players like Meta and xAI. With $3 billion USD in GPU contracts signed in Q1 FY2025 alone, Oracle is positioning itself as a leader in the AI infrastructure race. This focus not only taps into a booming market but also enhances its ERP offerings with AI-driven insights, creating a powerful ecosystem. Combining a massive contract backlog, dependable ERP revenue, and AI innovation, Oracle offers investors a blend of stability and growth potential that’s difficult to rival.
-
Tik-Tok-their US business might be sold by tomorrow. I wonder if Oracle could scoop them up. They already run their servers.
Msft/Amzn/Blackstone, mrbeast (really?) and only fans founder are bidding.
-
This post is deleted!
-
Stargate-1. The fit out begins!
-
Medpace
I did mention it here and an email will go out, probably next week