You want to turn out to Oracle the company's fourth quarter results hitting the wire here and it looks like beating estimates both on earnings per share and revenue. Earnings per share coming in at a buck 70 that is six cents better than had been anticipated. Revenue in the fourth quarter adjusted revenue 15.9 million dollars analysts have been looking for about 15.6 billion you see the shares moving higher even though they've already had um a pretty good run here um and then the company is making some forecast for its fiscal 2026. It says revenue growth will be dramatically higher. Total cloud growth for fiscal 26 will be 40% year over year and its remaining performance obligation growth will be more than 100%. Cloud infrastructure growth for the full year will be over 70% year over year so it is hitting the gas pedal according to the company.

Yeah I just see some comments here from the CEO Safra Catz sounding confident uh saying 2025 was a very good year but we believe 2026 will be even better she says as our revenue growth rates will be dramatic higher. She says Oracle is well on its way to being not only the world's largest cloud application company but also one of the world's largest cloud infrastructure companies.

Yeah, and I mean it's just it's pretty dramatic to see these it's really unusual to see these kinds of forecasts for a company especially the size of Oracle. So, you know, when you say this was a very good year but we believe 26 will be even better revenue growth rates dramatically higher, I mean, that is very dramatic to say that billings are going to grow more than 100% next year. Um, you know, of course, we have heard about a lot of new partnerships um for the company that could have some that this is potentially one of the things is feeding through Stargate, the big project from Open AI um and Softbank that the Trump administration has uh trumpeted here would be a $500 billion dollar investment. So presumably that's some money maybe that would get deployed next year that would feed into this.

Yeah, I know analysts you know think and Julie they would expect to hear more about how do Larry Ellison and Safra Catz think about the broader cloud environment generally, about OCI specifically that that's Oracle cloud infrastructure which is its public cloud service that competes with those giants we talk so much about like like Amazon and Microsoft and Google to your point Stargate I think what does that mean for for guidance long term? It'll be interesting to see what um Ellison and Catz talk about that. Um and then how quickly that legacy data database business moving to the cloud that'll come up as well.

Yeah.