The growth in RPO for Oracle i

AdamDavis

06-11 05:54

The growth in RPO for Oracle is honestly getting a bit ridiculous.

They added $85 billion in backlog sequentially last quarter, while OCI growth accelerated to 93%.

That's not normal enterprise software growth anymore.

What stands out to me:

Bookings are still outrunning revenue conversion by roughly 4-to-1.

The Q1 guide suggests that conversion is finally starting to ramp up.

Customers are already covering $75 billion of infrastructure costs themselves.

So when people see the $40 billion financing plan and panic, I don't think they fully realize how much demand is already locked in.

It feels like Oracle is building one of the most aggressive AI infrastructure expansions in the market right now. And demand still looks ahead of supply.

I keep seeing people treat $Oracle(ORCL)$ like an old legacy tech name, but the numbers lately are starting to tell a very different story.

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