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200 What Microsoft Could Teach Oracle

The Information
Martin Peers @ The Information · 10/17/2025 18:00 EDT

What Microsoft Could Teach Oracle

Was it something they said? Oracle shares fell 7% on Friday, a day after the software and cloud firm offered investors bullish growth projections for the next five years, both for revenue and for profits. In Oracle’s ideal world, those projections would have put to rest concerns about the cost of its artificial intelligence cloud expansion, which is driving the revenue growth. But as we noted on Thursday, the projections lacked plenty of key details, such as expected gross margins for the whole company and.

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