Stock analysis posts tagged "enterprise software" from Openbook.

A Palantir stock analysis grounded in the Q2 2026 results: 93 percent revenue growth, the US government and commercial split, margins, cash and dilution.

An Oracle stock analysis grounded in fiscal 2026 results: $67.4bn revenue, a $638bn contracted backlog and $55.7bn of capex. What the numbers show and what to watch.