Oracle Quarterly Results

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Today I want to talk about something that caught the market’s attention after the close. Oracle announced its third-quarter results, and they were the kind of results that surprise even analysts.

Let’s be honest for a moment. Oracle had been in a very difficult position. The stock had fallen more than 50% from its September highs. Analysts were lowering their price targets. And many investors were asking the same question: what if the massive AI capital spending never actually pays off?

The Results

Oracle reported $1.79 in earnings per share (non-GAAP), while analysts were expecting around $1.69–$1.70. That’s a $0.10 beat.

Total revenue reached $17.19 billion, compared with Wall Street expectations of roughly $16.91 billion. That is $280 million above estimates, representing almost 22% growth compared with last year.

And here is something remarkable. This was the first quarter in more than 15 years where both organic revenue and non-GAAP earnings per share grew by 20% or more at the same time.

Net income increased to $3.72 billion, up from $2.94 billion last year.

But the real story is not those numbers.

The real story is the cloud.

AI Cloud Is Exploding

Cloud revenue reached $8.9 billion, up 44% year over year. Revenue from cloud infrastructure alone (IaaS) surged 84% to $4.9 billion.

If you still think Oracle is just the old database company, it might be time to rethink that. More than 50% of its revenue now comes from cloud services. The company has essentially transformed itself in front of our eyes.

The cloud database segment grew 35%, while multicloud database revenue surged 531%. Yes, 531%.

And who is driving all this demand? The biggest players in tech. Companies like Meta, NVIDIA, OpenAI, and xAI are all racing to build massive AI infrastructure. And Oracle is securing the contracts.

In fact, Remaining Performance Obligations, which represent already signed contracts for future revenue, jumped to $553 billion, a 325% increase year over year. That means demand is not slowing down. It is accelerating.

There was also an important detail. The company said it does not need to raise new capital to support these massive AI contracts. In many cases, customers either prepay, or buy the GPUs themselves and deliver them to Oracle.

The Guidance

And this is where things get even more interesting.

For the next quarter, Oracle expects earnings between $1.96 and $2.00 per share. Analysts were expecting $1.69. That is a very large gap.

Cloud revenue is expected to grow between 46% and 50%.

For the full fiscal year, the company is targeting $67 billion in revenue. For the following fiscal year, it raised its revenue target to $90 billion, with capital expenditures of $50 billion. Wall Street was expecting around $86 billion, but Oracle says it will reach $90 billion.

The market reacted immediately. The stock jumped more than 7% in after-hours trading.

One last detail that I find very interesting. The company said it is using AI code generation to restructure its software development teams into smaller, more flexible, and more productive units. In other words, it is building more software, faster, and at a lower cost.

The Investment Takeaway

For me, these results highlight something very important.

Over the past few weeks the market has been full of doubts. Are AI capital expenditures really going to pay off? Has Oracle promised more than it can actually deliver?

The stock had fallen more than 50% from its highs.

And yesterday, instead of answering those doubts with promises, the company answered with numbers.

hive-146620 tradfi leofinance inleo neoxian archon pimp proofofbrain waivio
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THE NEOXIAN FILE: Power, Patronage, and the Politics of the Downvote

Prologue: The Weaponization of Consensus

On certain blockchain social networks, reputation is not earned—it is enforced. A single click, the downvote, has been transformed from a tool of curation into an instrument of silence.

Agree with us, or be diminished.

It works on the uncertain. It works on the dependent. But it does not work on the documented.

And so, the record grows. Not with rumor, but with receipts. Not with accusation, but with analysis. Writers, investigators, truth-tellers: they are migrating to Blurt, to Steemit, to spaces where voice is not subject to the hidden hand of coordinated disapproval.

This is not polemic. This is proof. And proof, properly presented, becomes power.

I. The Subject: @neoxian — Profile of Influence

Source: PeakD Wallet Explorer
Date of Analysis: March 2026
Classification: High-Influence Account / Voting Pattern Anomaly

Executive Summary Snapshot

MetricValueSignificance
Liquid HIVE4,478.986Operational liquidity
Staked HIVE (HP)873,949.723~$11,000+ voting power
Net Delegated HP-27,334.666Active delegation strategy
HBD Balance437.818Stablecoin reserves
Estimated Account Value$56,459.92Substantial ecosystem stake
RC Delegations Out59,591.55b RCResource control across 4 accounts

The Power Architecture

This is not a casual user. This is an ecosystem node.

🔹 Voting Weight: With ~874k HP, a single 100% upvote can allocate ~$3-5 in curation rewards. A -10% downvote can reduce a post's earnings by 10-30%. This is not influence—it is leverage.

🔹 Delegation Network: Outgoing delegations to @neoxiancityvb, @neoxian.cardhold, and RC delegations to four related accounts (neoxian-city, neoxianminer, neoxian.land, neoxianrent) suggest a coordinated infrastructure—not a solo actor.

🔹 Liquidity Patterns: Regular swaps via graphene-swap and privex, combined with HBD movements, indicate active treasury management. This account does not simply hold value—it orchestrates it.

II. The Smoking Gun: Voting Behavior Forensics

Documented Downvote Activity (Last 24 Hours)

11 hours ago: Voted "the-unsilenced-a-reflection-on-power..." by @bpcvoter1 with -10%
11 hours ago: Voted "the-bunker-protocol-when-downvotes-mask..." by @bpcvoter1 with -10%
23 hours ago: Voted "canary-wharf-february-2026-part-4" by @kgakakillerg with -10%
23 hours ago: Voted "to-jacobtothe-and-friends" by @kgakakillerg with -10%
23 hours ago: Voted "trapped-alien-worm-man..." by @kgakakillerg with -10%
[+6 additional -10% votes on @kgakakillerg content in same window]

Pattern Analysis

🔴 Targeted Suppression: Multiple -10% votes against accounts (@bpcvoter1, @kgakakillerg) that have published content critical of Hive governance or downvote practices.

🔴 Temporal Clustering: Downvotes executed in concentrated bursts (e.g., six -10% votes within one hour), suggesting automated or batch-processed retaliation—not organic curation.

🔴 Asymmetric Impact: A -10% vote from an account with 874k HP carries disproportionate weight against smaller creators, potentially reducing their rewards by 20-40% when combined with other downvotes.

🔴 Narrative Alignment: The downvoted content includes themes of "exposing truth," "architecture of dissent," and "power dynamics"—precisely the discourse that challenges established influence structures.

"When the curator becomes the censor, the platform ceases to be a public square and becomes a private court."

III. The Broader Ecosystem: Follow the Value

Transaction Flow Red Flags

🔸 Curation Reward Concentration: Hundreds of micro-rewards from reward.app for curating content by @samostically. This suggests a reciprocal curation arrangement—a common tactic for mutual reward amplification.

🔸 Loan & Payment Patterns: Regular HBD transfers labeled "loan payment," "server fee," and "final payment" to accounts like @mayor-001, @bala41288, @tegoshei. While not inherently suspicious, combined with voting power, this creates potential quid-pro-quo dynamics.

🔸 Swap Obfuscation: Frequent graphene-swap and keychain.swap activity could be legitimate arbitrage—or could be used to break audit trails between reward receipt and exchange deposit.

🔸 Dividend Streams: Regular spi-payments for holding SPI tokens indicates participation in external token ecosystems, creating potential cross-platform influence vectors.

The Delegation Web

@neoxian → @neoxiancityvb (27,334 HP delegated, Jul 2019)
@neoxian → @neoxian.cardhold (12 HP delegated, Jun 2019)
@neoxian → [4 accounts] (59,591b RC delegated)

Observation: Long-standing delegation relationships suggest entrenched network effects—not ad-hoc collaboration.

IV. Context: Why This Matters Beyond One Account

This investigation is not about @neoxian alone. It is about a systemic pattern:

  1. Weaponized Reputation: When downvotes are used to punish dissent rather than curate quality, the platform's incentive structure inverts.
  2. Centralized Influence: Accounts with massive HP can effectively act as unofficial gatekeepers, regardless of formal governance.
  3. Chilling Effects: Creators self-censor to avoid financial penalty—a subtle but profound form of control.
  4. Migration as Protest: The exodus to Blurt, Steemit, and other platforms is not abandonment—it is accountability through exit.

"Sunlight is the best disinfectant, but only if someone is willing to turn on the light."
— Adapted from Justice Louis Brandeis

We are turning on the light.

V. To the Reader on Blurt.blog: You Are Witnessing History

If you are reading this on Blurt.blog, you are experiencing something profound: a platform where:

✅ No downvote button exists to silence dissent
✅ Rewards reflect engagement, not allegiance
✅ Transparency is structural, not performative
✅ Your voice cannot be financially penalized for speaking truth

It is like discovering Bitcoin in 2009. But this time, you know what to watch for. You understand the difference between decentralization and decentralized feudalism—where power is distributed, but still concentrated in the hands of a few.

VI. Connect With the Investigation

We are documenting, analyzing, and publishing—across the decentralized web:

🔍 Zora — NFT-backed evidence archives & immutable reports
🐦 X/Twitter — Real-time alerts, thread investigations, community intel
📝 Blurt.blog — Long-form forensic journalism
🌐 Bilpcoin.com — Central hub, methodology, data sources
🎥 YouTube — Video breakdowns, wallet walkthroughs, interviews
✍️ Publish0x — Cross-platform syndication & tip-enabled distribution
💬 Blipper Social — Community discussion & collaborative analysis
📊 Publish0x: Bilpcoin Crypto Pulse — Market analysis & trend reports

Final Dispatch: The Choice Is Structural

Power that fears scrutiny is already confessing its fragility.
Community that thrives on transparency is already practicing freedom.

The blockchain does not lie.
But it only speaks to those who know how to listen—and how to amplify what it says.

We are listening.
We are documenting.
We are building alternatives.

The greatest bottleneck in mining isn’t hardware—it’s knowledge.
Write a step-by-step guide for beginners. Host a live demo. Answer questions in forums. Every person you empower becomes another node in the network of truth. In 2026, teaching is mining. Sharing is securing. Generosity is infrastructure.

Find freedom on Blurt.blog — no downvotes, so you earn what you earn.

—

📊 Market Snapshot: Decentralized Social (DESO)

MetricValue
Price$5.26
24h Change+2.5%
Market Cap$55.37M
FDV$56.82M
24h Volume$30,394 (extremely low)
Circulating Supply10.53M DESO
Max Supply10.8M (hard-capped)
All-Time High$198.68 (Jun 2021)
Current vs ATHDown 97.4%
All-Time Low$2.70 (Nov 2024)

🟢 Strategic Insight:
DeSo is not dying—it’s consolidating. Built as a Layer 1 for social media, it enables on-chain profiles, social tokens, and censorship-resistant identity. With near-zero inflation and a fixed supply, DESO is a long-term bet on user-owned networks—not speculation.

📈 Visual Insight: Market Cap & Supply Structure

pie
    title Market Cap: ZORA vs DESO (Jan 5, 2026)
    “Zora (ZORA)” : 194
    “Decentralized Social (DESO)” : 55

💡 Interpretation:

  • ZORA = Creative Infrastructure: High volume, growing TVL, expansive supply
  • DESO = Identity Protocol: Low float, high scarcity, mission-driven

One fuels expression.
The other secures existence.

🕯️ Candlestick Context: The Hidden Narrative

https://blurt.blog/blurt-195646/@bilpcoinbpc/65n7hz-do-you-fight-for-the-truth-or-for-those-who-silence-it

https://blurt.blog/blurt-195646/@bilpcoinbpc/6jayqa-there-is-a-quiet-unraveling-happening-on-hive-blog

https://hive.blog/hive/@test.ureka/the-untrending-report-hive-downvote-analysis-2025-06-27-20250627213824

https://peakd.com/hive/@ureka.stats/the-untrending-report-hive-downvote-analysis-16-09-2025-20250916181314

https://www.publish0x.com/@bilpcoinbpc

https://www.youtube.com/playlist?list=PLbH29p-63eW_PIi4l0KUNLMQ0ageCtkk5

https://www.youtube.com/@bilpcoinbpc

https://www.youtube.com/@bpcaimusic

https://www.bilpcoin.com

https://blurt.blog/@bilpcoinbpc/posts

https://audius.co/bpcaimusic

https://hive.blog/hive-126152/@bilpcoinbpc/bpc-ai-truth-hurts

https://hive.blog/hive-167922/@bilpcoinbpc/you-rewarded-only-those-who-kissed-the-ring-mc-franko-and-the-frankos-bpcaimusic-bilpcoin


bilp

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(Edited)

Oracle did SUPER!
Really loved the numbers they showed.
Software segment was hit hard, but some of those companies will be back in value business at some point in time. Oracle shows that it can. Well ok, Oracle is also big in infrastructure. But what people dont realise, Vibe Coding is great for feature development, but it isn't great to build software architectures that perform, is reliable, and is scallable. Not for now, at least. Who knows what AI can do in the future.

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Yes, Oracle beat every expectation! Let’s see how it will perform this year.

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Oracle's 50% drop from highs had everyone second-guessing AI bets. Their results might’ve been the wake-up call needed.

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