Siti Panigrahi (Mizuho Securities)

Focus Areas5 topics

Cloud & AI2Innovation & R&D1Revenue Growth1Competitive Dynamics1Pricing1

Trends3 quarters

Questions per Quarter

Companies Covered

Question History3 questions

ORCLOracle Corporation2 quarters

2026 Q1

what are you hearing from customers about training their private data and building their private LLMs

Cloud & AIInnovation & R&DView in transcript →

2025 Q2

what's your expectation on that cloud database revenue contribution or driving that 70% growth of OCI in our fiscal 2026

Cloud & AIRevenue GrowthView in transcript →