Name: Marcus explains why Oracle’s backlog isn’t as reassuring as it looks. “Oracle’s RPO is actually big
Uploaded: 2026-07-23T19:51:18+00:00
Description: Marcus explains why Oracle’s backlog isn’t as reassuring as it looks. “Oracle’s RPO is actually bigger than its market cap right now. The market is basically saying it doesn’t buy that the companies are able to pay the amount they agreed to.”

Delphi Digital@Delphi_Digital

2026.07.23 19:51

Marcus explains why Oracle’s backlog isn’t as reassuring as it looks. “Oracle’s RPO is actually bigger than its market cap right now. The market is basically saying it doesn’t buy that the companies are able to pay the amount they agreed to.”

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