Ed Zitron
@edzitron
Newsletter - Better Offline Podcast - - CEO at
가입 December 2008
5.6K 팔로잉 중 163.7K 팬
Contingent on OpenAI paying and Oracle completing 7gw of capacity lol
$ORCL - ORACLE TARGETS $225 BILLION IN REVENUE BY 2030
Oracle forecasts at least $225 billion in revenue by fiscal 2030, implying over 35% annualized growth.
The company targets 40% operating margins, $21 EPS, and $30 billion in free cash flow by fiscal 2029.
Oracle expects AI infrastructure spending to peak in 2027–2028 before transitioning to self-funded growth.
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