Can Oracle Deliver On Their Revenue Promises?

Chip Stock Investor Podcast · Mar 14, 2026 · 12m

We break down Oracle’s Q3 FY2026 earnings, highlighting 44% year-over-year cloud revenue growth to $8.9B, driven by IaaS at $4.9B up 84%, while legacy software growth remains slower. <br>We hash over Oracle’s remaining performance obligations (RPO) of $553B, up 325% year over year, and discusses how heavy data center capital expenditures are pressuring free cash flow (over $11B negative) and contributing to slower constant-currency EPS growth (16%) versus revenue.<br>Finally review guidance, including a $90B revenue outlook for FY2027 implying 34% growth, and share expectations for 30%+…