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Oracle Q3 Outlook: How High Can Soaring IPO Go?
In today's Cloud Wars Minute, I analyze Oracle’s projected Q3 numbers and the explosive growth of its cloud and AI infrastructure business.
Highlights
00:02 — Tomorrow, March 10, Oracle releases its Q3 numbers. I think these will be some of the most interesting we see from any of the Cloud Wars Top 10 companies, because relative to Oracle's size, its growth rates are up near the very top, and its RPO growth has been absolutely astronomical.
00:58 — So you might think of it as pipeline or backlog. This is money that's again fully contracted. It is not yet recognized as revenue, but it's an…
The skinny
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