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$ORCL Q4 '24 Earnings Results & RecapPrice since post
$ORCL have a "bullish" 359% RPO increase yet report a "bearish" negative $362 million in free cash flow? It's simple: this "growth" is a money pit.
They are spending a ridiculous $8.5 billion in CapEx, destroying their balance sheet to chase an AI narrative. The fact that their core software revenue is actually decreasing by 2% while they're burning cash on a gamble is all the proof you need BearishAdvertisement|Remove ads.