Oracle: TikTok Savior With Security Cloud Tailwinds [Seeking Alpha]
Palantir Technologies Inc. - Class A (PLTR)
Company Research
Source: Seeking Alpha
Justin SullivanOracle (NYSE:ORCLnext major cloud provider, with a solid niche in the data residency space. So far, the company has built out 41 public cloud regions, with 8 under construction, as it invested $2.6 billion in CapEx to aggressively expand in Q3,FY23. I believe this is a solid strategy given the hybrid cloud industry isforecastto grow at a 21% compounded annual growth rate [CAGR] up until 2028. In February 2023, Oracle announced a major deal with Uber (UBER) for its cloudinfrastructure, which is a testament to itsdifferentiation from the major hyperscalers. In this post, I'm going to break down the financials of Oracle and its cloud tailwinds, before revealing my valuation for the company; let's dive in.Data byYChartsSolid FinancialsOracle reported solid financialresultsCore Cloud Growth and TikTok BanThe top line was driven by exceptional cloud revenue of $4.1 billion, up 48% year over year on a constant currency basis. If we exclude Cerner (which I will discuss later),
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PLTR
News
- Palantir Technologies renews French intelligence contract for three years [Yahoo! Finance]Yahoo! Finance
- Palantir CIO Jim Siders leaves to become head of Thrive Capital's new IT services business [CNBC]CNBC
- The AI Application Giant Prints Cash at 51% Margins While the Data Warehouse Burns Through Hundreds of Millions [Yahoo! Finance]Yahoo! Finance
- Palantir announces renewal of multi-year contract with French intelligence agency DGSI [Seeking Alpha]Seeking Alpha
- Palantir Announces Renewal of Multi-Year Contract with the DGSI [Yahoo! Finance]Yahoo! Finance
PLTR
Earnings
- 11/3/25 - Beat
PLTR
Sec Filings
- 12/12/25 - Form 144
- 12/3/25 - Form 4
- 11/24/25 - Form 4
- PLTR's page on the SEC website