Institutional dissection of quarterly prints. We separate headline noise from the reality of margins and guidance.
Earnings review
Dec 12, 2025
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19 min read
Stock flat at $882 despite EPS beat as -10bps renewal drop, missing operating leverage, and $72M tax benefit signal premium valuation under pressure
13 min read
AI revenue doubling masks deeper problems: margin compression, VMware slowdown, and $2.1B accounting gain inflating profits.
7 min read
Stock plunges 11% as free cash flow disaster overshadows "earnings beat" inflated by $2.7B one-time gain. Is Oracle building the AI future or digging a debt grave?
