Locator: 49057ORACLE.
Pre-market, September 10, 2025: ORCL is now up over 32%; up over $78 / share.
Backlog: just in RPOs: "This resulted in RPO contract backlog increasing 359% to $455 billion."
Boeing: remember the good old days when all we talked about was the "backlog" in Boeing sales. Wow. Oracle is raising this to a whole new level.
Oracle:
- Oracle: contesting the "bubble" meme; link here.
This was the sentence that started it all:
"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion.
This was the paragraph that started it all:
"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion.
It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build.
Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars.
The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting.
As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO.
Oracle is off to a brilliant start to FY26."
The chart, from Beth:
Market value now? Trending toward $1 trillion.
Ticker before market opens today:
