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Oracle Beats Q4 Expectations, But Massive AI Spending Raises Profitability Concerns

Oracle reported Q4 revenue of $19.2B (+21%) and a record $638B RPO, beating expectations. Cloud revenue surged 47%, but massive $55.7B CapEx is worrying investors.

Oracle Beats Q4 Expectations, But Massive AI Spending Raises Profitability Concerns
Credit: Michael Nagle/Bloomberg
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