Dec 11 Oracle was not a miss, but the street's looking ahead

$LULU $NCNO $PATH

Author

Mukund Mohan
December 11, 2025

Market

“The revenue miss from Oracle $ORCL ( ▼ 10.83% ) was small, but the earnings were on point, as was the guidance, but the profitability of these AI deals is pushing the stock lower” 😊 😋

Oracle helped NASDAQ move lower as Dow and S&P 500 edged higher

Oracle reported $16.06B vs $16.2B estimates, but its backlog of business has grown over 400% in the last year. Since it raised $18B in debt, the stock has moved lower by 30% and the AI infrastructure build out is costing the company margins.

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