Tiny headline misses, monster demand signals. The RPO explosion to $455B (+359% YoY) plus a bold OCI revenue path ($18B this year → $32B/$73B/$114B/$144B) more than explains the rally. Multi-cloud DB ...
The big takeaway here is the better color on guidance is a much bigger win than quarterly revenue or EPS. The stock is now up 22.36% after-hours. Bullish: Massive backlog, AI Database catalyst, ...
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