Cisco reported Q4 revenue of $30.7B with EPS of $2.36, but the stock fell sharply anyway. This disconnect reveals a deeper problem: the company's net margin of 7.3% leaves little room for operational leverage, and YoY revenue growth of 225.6% masks the underlying margin story. Oracle's margin profile (25.4% net margin, 16.1% YoY revenue growth) stands in stark contrast—the real software-as-a-service economics remain intact at the top tier.

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