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Ask Your Advisor: What to look out for in Oracle earnings?
Investors are closely watching technology firm Oracle for clues on the AI-fueled equities rally. As it releases its earnings, here are some things to look for.
By Matthew Apostol
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Eyes turn to Oracle Corp.’s earnings, as investors weigh if the company can overcome hurdles in what may be viewed as among test cases for artificial intelligence (AI) space’s growth story.
For a company that used to be seen as a legacy database giant, Oracle pivoted to become a backbone of the AI boom, but that move is starting to be seen as expensive.
Here is a look of where the company stands heading into the March 11 (Philippine time) earnings call.
The big picture
A massive data center build out dominates the narrative around Oracle.
It is building industrial-scale AI factories to address demand. Their backlog or Recovery Point Objective (RPO) sits at USD 523 billion, according to Oracle. But investors are beginning to ask: at what cost?
The financial strain
Oracle’s balance sheet loo
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