revenue performance obligation

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 18, 2025 by Rory O'Driscoll · across every show →

Everything said about revenue performance obligation, oldest first

Sep 18, 2025 neutral
Assertion Supported
O'Driscoll: Oracle reported $300B+ in remaining performance obligations
“They announced a future RPO revenue performance obligation of north of three hundred billion dollars.”
Rory O'Driscoll Sep 18, 2025 ▶ 25:35 Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
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