Stratechery

Oracle Earnings, Oracle’s Cloud Growth, Oracle’s Software Defense

Mar 11, 2026

Oracle crushed earnings in a way that not only speaks to the secular AI wave they are riding but also to Oracle's strong position

Haec pagina de scriptura non explicat.

STT.ai ut hoc episodium cum AI transscribitur utitur. Textum exactum cum locutor detectione, tempore, et exportatione in multis formatibus accepit.

Translatio
Descriptio linguae Index communium praefecturae Aequatorii Exportare ut SRT, TXT, JSON

Epistulae

2026.14: Apple, Acceleration, and AI
Apr 03, 2026
An Interview with Asymco’s Horace Dediu About Apple at 50
Apr 02, 2026
Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security
Apr 01, 2026
Apple’s 50 Years of Integration
Mar 31, 2026
Spring Break
Mar 30, 2026
2026.13: So Long to Sora
Mar 27, 2026
An Interview with Arm CEO Rene Haas About Selling Chips
Mar 26, 2026
Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems
Mar 25, 2026
2026.12: Please Listen to My Podcast
Mar 20, 2026
Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California
Mar 18, 2026