Oracle, Data, & AI: A Roundtable Discussion

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As of 12-11-2025, Polen holds Oracle in their investment strategies.

Definitions:

A Fiscal Year (FY) is a consecutive 12-month period (or 52–53 weeks) used by businesses, governments, and organizations for accounting, budgeting, and financial reporting, which may or may not align with the calendar year.

Oracle Cloud Infrastructure (OCI) is a secure, enterprise-grade cloud platform designed to meet regulatory and governance requirements by providing controlled, auditable services for compute, storage, networking, and autonomous databases,

Remaining Performance Obligations (RPO) are the total transaction price allocated to performance obligations in existing contracts that are wholly or partially unsatisfied as of the reporting date, representing future revenue yet to be recognized.