By Vandita Jadeja
Publication Date: 2026-05-04 18:57:00
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Oracle (ORCL) had cloud infrastructure revenue of $4.88 billion (up 84% year-over-year) and recorded remaining performance obligations of $553 billion, but is funding the buildout of its AI hyperscaler with long-term debt of $124.7 billion and trailing free cash flow of $24.7 billion.
Salesforce (CRM) reported Agentforce ARR of $800 million (up 169% year-over-year) on 29,000 deals closed, generated free cash flow of $5.32 billion, and is self-funding growth while also approving a $50 billion buyback.
Oracle pursues capital-intensive AI infrastructure expansion dependent on debt financing and customer concentration risk, while Salesforce embeds AI agents into existing enterprise software with capital-light operations and sustainable cash generation.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Salesforce wasn’t one of them. Get it here for FREE.
Salesforce (NYSE:CRM) And oracle (NYSE:ORCL) has just delivered returns that frame the cloud pivot from opposite sides. Oracle distributes capital…
