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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Surprised investors with strong first fiscal quarter results, adding $317 billion in Remaining Performance Obligations (RPO) for a total of $455 billion, a 359% YoY increase. Signed four multi-billion...
— Maya Bittar, Dave Geisler
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Other investors who've written on Oracle Corporation
Oracle reported strong Q1/2027 results that beat consensus, driven by a 121% yoy surge from Oracle Cloud Infrastructure (OCI) revenues. Importantly, the results...
Oracle Corporation ($ORCL) is an enterprise software and cloud infrastructure provider specializing in enterprise database management, enterprise applications, and high-performance cloud hosting via Oracle Cloud Infrastructure (OCI). The manager maintains...
Oracle holds a massive and highly defensible footprint as the dominant provider of mission-critical database structures globally. While the stock...