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Oracle reports Q2 revenue up 9% YoY to $14.06B, vs. $14.1B est., and signs a deal with Meta to train Llama models on Oracle's cloud; ORCL drops 7%+

Larry Ellison's Fortune Loses $15 Billion Itai Levitan / Forexlive : Mixed signals in the market: Google soars while Oracle dives Andrew Kessel / Yahoo Finance : What Analysts Are Saying After Oracle's Results Underwhelmed Investors Avi Kapoor / Benzinga : Oracle Analysts Boost Their Forecasts After Q2 Results Oracle : Oracle Announces Fiscal 2025 Second Quarter Financial Results Jose Najarro / Motley Fool : Oracle Just Shared Some Amazing Insight With Artificial Intelligence (AI) Stock Investors Craig Hale / TechRadar : Meta signs major AI deal to train Llama on Oracle Cloud Refna Tharayil / Tech Monitor : Oracle stock drops over 7% as Q2 FY25 results fall short of forecasts Emily Bary / MarketWatch : Oracle's roaring stock rally cools as latest results fail to live up to the hype Shubhangi Goel / Business Insider : Oracle stock is down after earnings miss and elevated cloud expectations Mike Wheatley / SiliconANGLE : Oracle's rampant cloud growth wasn't enough for Wall Street, and its stock slides after-hours Anita Ramaswamy / The Information : Oracle Shares Slump Despite New Meta AI Contract Emily Jarvie / Proactive : Oracle's quarterly profits, revenue fall short of estimates Brody Ford / Bloomberg : Oracle Falls Most in a Year After Posting Disappointing Growth Chris Ciaccia / Seeking Alpha : Oracle tumbles as Q2 results miss expectations Zaheer Kachwala / Reuters : Oracle misses second-quarter revenue estimates Larry Dignan / Constellation Research : Oracle Q2 strong, but falls short of expectations Bluesky: Blaise Ulysse Bernard Collins / @wittywebhandle : Did NOT see Oracle beating Nvidia to missing an earnings beat.  —  Wasn't this dude on a trajectory to be a trillionaire w/ actual money unlike Elon?  —  If this dude can't just shovel money into Oracle like coal to fix the bottom line Nvidia is up there with no net and a pungee pit waiting. @ryanakaflats : Hilarious that Larry Ellison is on the board of both Tesla and oracle and yet they still do an AI partnership with Meta [embedded post] X: Chad Kusserow / @vettechtrader : $ORCL said GPU consumption up 336% yoy

CNBC Jonathan Vanian

Discussion

  • @wittywebhandle Blaise Ulysse Bernard Collins on bluesky
    Did NOT see Oracle beating Nvidia to missing an earnings beat.  —  Wasn't this dude on a trajectory to be a trillionaire w/ actual money unlike Elon?  —  If this dude can't just shovel money into Oracle like coal to fix the bottom line Nvidia is up there with no net and a pungee …
  • @ryanakaflats @ryanakaflats on bluesky
    Hilarious that Larry Ellison is on the board of both Tesla and oracle and yet they still do an AI partnership with Meta [embedded post]
  • @vettechtrader Chad Kusserow on x
    $ORCL said GPU consumption up 336% yoy