Lifetime all-in opportunity. O

SullivanRrr

09-11 06:07

Lifetime all-in opportunity.

Oracle's AI cloud engine is firing on all cylinders.

$Oracle(ORCL)$ Q1 highlights:

Revenue: $19.3B, up 30% YoY

OCI revenue: $7.4B, up 121%

RPO: $664B, up another $26B QoQ

Free cash flow improved by $1.9B QoQ

850MW of new capacity brought online

FY2027 revenue guidance: at least $90B

Q2 revenue growth expected at 30%-34%

Most new orders use prepayments, customer-supplied hardware, or similar structures, requiring little incremental capital from Oracle

Demand is accelerating, backlog is converting into revenue, capacity is coming online, and the financing model is becoming more capital-efficient.

Oracle's AI cloud transformation is no longer just a promise. It is showing up in the numbers. $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Palantir Technologies Inc.(PLTR)$ $Intel(INTC)$

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