#revenue-backlog

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Business
from24/7 Wall St.
1 week ago

Guggenheim analyst predicts Oracle free cash flow 'waterfall' in fiscal 29-30

Oracle's massive $50 billion annual capex investment and negative free cash flow today will convert into substantial cash generation in fiscal 2029-2030 as contracted AI infrastructure revenue materializes from a $553 billion backlog.
#coreweave
fromFortune
4 months ago
US news

CoreWeave earnings: Data-center operator posts $56 billion in contracted future revenue, but revenue guidance drops | Fortune

fromFortune
4 months ago
US news

CoreWeave earnings: Data-center operator posts $56 billion in contracted future revenue, but revenue guidance drops | Fortune

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