Featured · Policy & Labor
Oracle's Sales Soar. Its Layoff Budget Grows Too.
Infrastructure sales more than doubled. That has not stopped Oracle from expanding its restructuring plan, largely devoted to severance.
· 2 min read

CEO & principal analyst, Valoir
Quoted reading Oracle's 97.9% GPU utilization as contracted business converting into revenue — the most generous defensible reading of a quarter that still burned $5.4 billion.
Known for
Two decades valuing enterprise technology, previously at Nucleus Research and IDC.
Featured · Policy & Labor
Infrastructure sales more than doubled. That has not stopped Oracle from expanding its restructuring plan, largely devoted to severance.
· 2 min read
