EU regulators question Oracle licensing ahead of earnings week
Ahead of earnings, EU regulators are probing Oracle’s licensing practices, focusing on whether terms quietly steer customers to keep workloads inside Oracle Cloud Infrastructure rather than using rivals like AWS, Azure, or Google Cloud. Citi reiterated a Buy rating and $330 target. The company also reported a fiscal 2026 performance obligations backlog of $638 billion, up 363% year over year.