Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Capex Investment1Margin1Cloud & AI1Demand1
Questions per Quarter
Companies Covered
Question History2 questions
ORCLOracle Corporation2 quarters 2025 Q3
could you provide a bit more context on how much CapEx and operational cost structure will be needed to fully service these contracts
2025 Q1
can you give us a sense as to how demand is unfolding across those three different environments