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App Economy Insights
$ORCL Oracle Q2 FY26 (Nov. quarter).
• RPO +438% Y/Y & +15% Q/Q to $523B.
• Cloud revenue +34% Y/Y to $8.0B.
• Revenue +14% Y/Y to $16.1B ($0.1B miss).
• Non-GAAP EPS $2.26 ($0.62 beat). https://t.co/llhvBEGyLE
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$ORCL Oracle Q2 FY26 (Nov. quarter).
• RPO +438% Y/Y & +15% Q/Q to $523B.
• Cloud revenue +34% Y/Y to $8.0B.
• Revenue +14% Y/Y to $16.1B ($0.1B miss).
• Non-GAAP EPS $2.26 ($0.62 beat). https://t.co/llhvBEGyLE
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Offshore
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App Economy Insights
$ADBE Adobe Q4 FY25 (Nov. quarter):
• RPO +13% to $22.5B.
• ARR +12% to $25.2B.
• Revenue +10% to $6.2B ($80M beat).
• Non-GAAP EPS $5.50 ($0.10 beat).
• FY26 revenue ~$26B ($0.1B beat). https://t.co/QOjzephkyN
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$ADBE Adobe Q4 FY25 (Nov. quarter):
• RPO +13% to $22.5B.
• ARR +12% to $25.2B.
• Revenue +10% to $6.2B ($80M beat).
• Non-GAAP EPS $5.50 ($0.10 beat).
• FY26 revenue ~$26B ($0.1B beat). https://t.co/QOjzephkyN
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Fiscal.ai
"Remaining Performance Obligations (RPO) increased by $68B in Q2 — up 15% sequentially to $523 billion — highlighted by new commitments from Meta, NVIDIA, and others"
$ORCL: -9.8% after hours https://t.co/2sYJGUu5Im
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"Remaining Performance Obligations (RPO) increased by $68B in Q2 — up 15% sequentially to $523 billion — highlighted by new commitments from Meta, NVIDIA, and others"
$ORCL: -9.8% after hours https://t.co/2sYJGUu5Im
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AkhenOsiris
OpenAI $CRWD $ZS $PANW
OpenAI says the cyber capabilities of its frontier AI models are accelerating and warns Wednesday that upcoming models are likely to pose a "high" risk, according to a report shared first with Axios.
Why it matters: The models' growing capabilities could significantly expand the number of people able to carry out cyberattacks.
Driving the news: OpenAI said it has already seen a significant increase in capabilities in recent releases, particularly as models are able to operate longer autonomously, paving the way for brute force attacks.
The company notes that GPT-5 scored a 27% on a capture-the-flag exercise in August, GPT-5.1-Codex-Max was able to score 76% last month.
"We expect that upcoming AI models will continue on this trajectory," the company says in the report. "In preparation, we are planning and evaluating as though each new model could reach 'high' levels of cybersecurity capability as measured by our Preparedness Framework."
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OpenAI $CRWD $ZS $PANW
OpenAI says the cyber capabilities of its frontier AI models are accelerating and warns Wednesday that upcoming models are likely to pose a "high" risk, according to a report shared first with Axios.
Why it matters: The models' growing capabilities could significantly expand the number of people able to carry out cyberattacks.
Driving the news: OpenAI said it has already seen a significant increase in capabilities in recent releases, particularly as models are able to operate longer autonomously, paving the way for brute force attacks.
The company notes that GPT-5 scored a 27% on a capture-the-flag exercise in August, GPT-5.1-Codex-Max was able to score 76% last month.
"We expect that upcoming AI models will continue on this trajectory," the company says in the report. "In preparation, we are planning and evaluating as though each new model could reach 'high' levels of cybersecurity capability as measured by our Preparedness Framework."
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $MA increased its quarterly dividend by +14% to $0.87 per share & authorized a new $14B buyback program 💳
The new repurchase plan will go into effect after the remaining $4.2B under the existing authorization is completed https://t.co/onRThbjubF
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RT @DimitryNakhla: $MA increased its quarterly dividend by +14% to $0.87 per share & authorized a new $14B buyback program 💳
The new repurchase plan will go into effect after the remaining $4.2B under the existing authorization is completed https://t.co/onRThbjubF
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Quiver Quantitative
JUST IN: Representative Stephen Lynch has signed Rep. Luna's discharge petition to force a vote on a congressional stock trading ban. https://t.co/EQbisKaige
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JUST IN: Representative Stephen Lynch has signed Rep. Luna's discharge petition to force a vote on a congressional stock trading ban. https://t.co/EQbisKaige
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