$ORCL earnings is on June 10 and its the last tech play before $MU.
Why?
• EPS expected: $1.92–$1.96 (+15–17% YoY)
• Revenue expected: ~$19.1B (+18–20% YoY)
• Cloud growth projected at 44–48%
• RPO backlog exploded 300% YoY to $553B
• FY2027 revenue target raised to $90B
• AI + cloud demand still accelerating
• Partnerships with $GOOG, $MSFT & $AMZN growing stronger
• Massive AI infrastructure buildout already underway
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