---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000723424.md"
description: "RPO around 553B, revenue seen near 19B up 20%, but OCI is the whole story. the real question isn't growth, it's whether margins survive the AI capex. that's the line I'm watching 👀"
datetime: "2026-06-09T08:26:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000723424.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000723424.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000723424.md)
author: "[Ivyyyy ](https://longbridge.com/en/profiles/2063924994943971328.md)"
generator: "portal-rs"
---

# RPO around 553B, revenue seen near 19B up 20%, but…


### Related Stocks

- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**