Just how much has shifted under the surface for Oracle as Anthropic continues to rip share away from OpenAI? I have to assume there is a body or two down there. Here are Consensus expectations for the quarter and the two years forward (although it’s unclear if Oracle will continue to forecast a second out-year):
The Weight of the (OpenAI) World? Previewing Oracle's Consensus Expectations
Consensus Estimates with Historical Valuation Context
