Will Investors Welcome $600B in RPO? A Preview of Oracle's Earnings

Take a look at Consensus Expectations and Earnings Setup History back to 2020

Given we now sit LOWER than we did when Oracle reported $500B of RPO three months ago, sending shares +36% in a single day, what should investors expect with today’s results? Does another massive RPO beat assuage investors or further undermine credibility? It’s very difficult to say…

Take a look at Consensus expectations, paying close attention to the anticipated cash outflow and the RPO view: