ORCL reports strong growth in its hospitality cloud business, anchored by OPERA Cloud wins and Simphony upgrades, and cites a $553B backlog. These wins signal meaningful expansion opportunities for recurring software and services revenue in the travel & leisure vertical and should support upward momentum in ORCL's growth profile.
ORCL reports strong growth in its hospitality cloud business, anchored by OPERA Cloud wins and Simphony upgrades, and cites a $553B backlog. These wins signal meaningful expansion opportunities for recurring software and services revenue in the travel & leisure vertical and should support upward momentum in ORCL's growth profile.
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strongly positive
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