List of Flash News about hyperscaler demand
Time | Details |
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2025-09-09 20:14 |
Oracle ORCL Backlog Surges 359% to $455B; Cloud Revenue Seen +77% to $18B and Path to $144B in 4 Years
According to @stocktalkweekly, Oracle's total backlog increased 359% to 455 billion dollars, implying a prior backlog near 99.1 billion dollars based on the stated growth rate. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, Oracle Cloud revenue is expected to grow 77% to 18 billion dollars this year. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, forward targets for Oracle Cloud revenue are 32, 73, 114, and 144 billion dollars over the subsequent four years, which implies growth from 18 to 144 billion dollars at an approximate 68% compound annual growth rate. Source: @stocktalkweekly on X, Sep 9, 2025. According to @stocktalkweekly, the year-over-year growth profile implied by these targets is approximately 78%, 128%, 56%, and 26%, concentrating the steepest ramp in the first two years for traders tracking revenue cadence in ORCL. Source: calculations based on figures from @stocktalkweekly on X, Sep 9, 2025. No direct cryptocurrency market implications were provided in the source. Source: @stocktalkweekly on X, Sep 9, 2025. |