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Posted by
Two Blokes Apr 15 -
Filed in
Stock
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Oracle's reaffirmed FY26 target and new FY27 guide signal strong growth potential, with a 20% revenue growth outlook for FY27 being particularly bullish. Record RPO build and significant backlog growth indicate positive momentum, despite near-term data center bottlenecks delaying revenue conversion. Oracle Cloud Infrastructure's capabilities and multi-cloud traction are driving large AI deals and enterprise growth, enhancing the company's competitive edge.