LSEG

Company

Last mentioned: 1d ago

Stories mentioning LSEG 2

Oracle Surges on Q3 Earnings Beat and Massive $553B Cloud Backlog

Oracle's fiscal Q3 2026 results exceeded analyst expectations, driven by an 84% surge in cloud infrastructure revenue. The company's cloud backlog has reached a staggering $553 billion, signaling sustained long-term demand for its AI-driven data center capacity.

1d ago 2 sources

Earnings Neutral

Workday Earnings Beat and AI Growth Signal Potential SaaS Market Bottom

Workday reported strong Q4 results with subscription revenue rising 16% and AI-driven annual recurring revenue surpassing $400 million. Despite issuing conservative forward guidance, the stock's resilience suggests that the broader SaaS sector may have reached a valuation floor following a period of intense AI-related skepticism.

Mar 2, 2026 2 sources