Oracle Shares Up 8% - Here's the 3 Key Questions for Tonight's Earnings Call

Oracle’s shares are holding to 8% gains. The next big test will be the company’s conference call, which begins at 5 p.m. ET.

Expect Wall Street to ask about the following:

• Recent Reports About Abilene Stargate: Bloomberg published a story on Abilene on Friday afternoon. Expect management to address this report and how it fits into their future strategy.
• Customer Concentration: Wall Street will continue poking at how much of Oracle’s RPO is OpenAI. The most Oracle can speak to customer diversification, the more a key risk is removed from the site.
• CapEx Questions: Oracle didn’t make any revisions to its capex plans in its earnings release, but we’d expect Wall Street to try asking some clever questions to infer whether Oracle’s spending plans have adjusted in the past quarter.