25 annotations
we're not demand-limited in any way right now
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2024 Q2
12 Dec 23
we're not demand-limited in any way right now
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2024 Q2
12 Dec 23
It's grown a lot.
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2024 Q2
12 Dec 23
Is it fair to assume that OCI gross margins have consistently grown over time quarter to quarter?
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2024 Q2
12 Dec 23
Is it fair to assume that OCI gross margins have consistently grown over time quarter to quarter?
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2024 Q2
12 Dec 23
I expect the OCI growth rate to be over 50% for a few years
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2024 Q2
12 Dec 23
I expect the OCI growth rate to be over 50% for a few years
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2024 Q2
12 Dec 23
there are literally, I don't know, 5, 6, 7 large companies in Japan that will be building at least 2 data centers, Oracle data centers each
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2024 Q2
12 Dec 23
This quarter alone, we're talking about hundreds of millions of dollars that we would have been able to recognize if our capacity was available.
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2024 Q2
12 Dec 23
So where do we expect OCI to go from here? Frankly, the only limiting factor is our ability to get the data centers, hand it over and filled up fast enough.
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2024 Q2
12 Dec 23
Total cloud revenue, again, excluding Cerner, is expected to grow from 28% to 30% in constant currency and 29% to 31% in USD.
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2023 Q4
16 Sep 23
Total cloud growth, including Cerner, is expected to grow from 51% to 53% in constant currency, 49 to 51 in USD
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2023 Q3
16 Sep 23
in constant currency.
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2024 Q1
16 Sep 23
Non-GAAP EPS is expected to grow between 7% to 11% and be between $1.30 and $1.34 in USD.
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2024 Q1
16 Sep 23
Non-GAAP EPS is expected to grow between 5% to 9%, and be between $1.27 and $1.31
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2024 Q1
16 Sep 23
is expected to grow from 27% to 29% in constant currency and is expected to grow 29% to 31% in USD
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2024 Q1
16 Sep 23
Total cloud revenue excluding Cerner
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2024 Q1
16 Sep 23
Total revenue excluding Cerner are expected to grow from 6% to 8% in constant currency and expected to grow 8% to 10% in USD.
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2024 Q1
16 Sep 23
total revenues including Cerner are expected to grow from 3% to 5% in constant currency, and are expected to grow 5% to 7% in USD at today's rates
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2024 Q1
16 Sep 23
This transition is resulting in some near-term headwinds to the Cerner growth rate as customers move from license purchases, which are recognized upfront to cloud subscriptions, which are recognized ratably.
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2024 Q1
16 Sep 23