Oracle Corp

ORCL: XNYS (USA)

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Oracle Earnings: More Focus on Capacity Delivery as Cloud Infrastructure Ramps at Scale

Luke Yang

Dec 11, 2025

Oracle's second-quarter results missed our expectations on multiple fronts. Cloud Applications' 11% growth saw some sequential acceleration, but Cloud Infrastructure's 68% expansion was at least 300 basis points below management's full-year growth target for the OCI segment.

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Oracle Corp

Oracle Earnings: More Focus on Capacity Delivery as Cloud Infrastructure Ramps at Scale

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