ENTITY
Oracle Corp

Oracle Corp (ORCL US)

234
Analysis
Information TechnologyUnited States
Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.
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bearishARM Holdings
06 Mar 2024 09:48

ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On

Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...

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23 Nov 2023 14:49
Smartkarma Originals

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Back when I wrote this, Blockchain was all the rage, but I struggled to see the true value proposition, felt there was a huge amount of hype...

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bearishBILL Holdings
23 Nov 2023 04:31

2024 High Conviction: BILL Holdings – Hyper Growth Through M&A Deals Is Over While SMBs Struggle

BILL Holdings shares have underperformed the Nasdaq, with shares down ~40% over the year. My $25 PT is based on ~2x FY25 EV/Rev, the lower-end of...

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bullishOracle Corp
11 Oct 2023 01:00

Oracle Corporation.: Unveiling The Strategies Behind The Booming Cloud Services & Other Offerings! - Major Drivers

Oracle managed to exceed the revenue expectations as well as the earnings expectations of Wall Street, with total revenue at $12.4 billion, an 8%...

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bearishARM Holdings
14 Sep 2023 12:42

ARM Holdings IPO Trading - Sold Hope, Now for Some Reality

Softbank Group (9984 JP) raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)' US IPO. In this note, we talk about the...

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