반응형 AIDataCenter2 Oracle (ORCL) Stock Analysis: Cash Flow and Capex Gap Oracle Corporation (NYSE: ORCL) reported fiscal Q1 2027 results on September 10, 2026, with revenue up 29.6% to $19.345 billion and record quarterly operating cash flow of $23.103 billion. This ORCL stock analysis works through where that cash actually came from, why GAAP operating margin expanded while the company's own non-GAAP margin barely moved, how remaining performance obligations of $664.. 2026. 9. 12. Credo (CRDO) Stock Analysis: GAAP vs Non-GAAP Earnings Gap Credo Technology Group (NASDAQ: CRDO) is one of the fastest-growing AI connectivity companies in the semiconductor sector: fiscal 2026 revenue rose +205.7% to $1.34 billion. This CRDO stock analysis works through the gap between Credo's GAAP and non-GAAP earnings, its stock-based compensation, its customer concentration, its guidance track record, and its valuation.Start with the number the comp.. 2026. 8. 31. Previous 1 Next 반응형