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Massive RPO Surge at Oracle: A Sign of Strong Forward Visibility?
甲骨文甲骨文(US:ORCL) ZACKS·2025-09-11 23:16

Key Takeaways Oracle's RPO surged 359% Y/Y to 455B,amongthelargestbacklogsintech.Newmultibillion−dollardealswithOpenAI,Meta,NVIDIAandAMDfueledcloudRPOgrowth.Oracletargets455B, among the largest backlogs in tech.New multibillion-dollar deals with OpenAI, Meta, NVIDIA and AMD fueled cloud RPO growth.Oracle targets 18B OCI revenues in FY26, with 144Bprojectedwithinfouryears.Oracle(ORCL)deliveredamilestoneinthefirstquarteroffiscal2026asitsRemainingPerformanceObligations(RPO)soared359144B projected within four years.Oracle (ORCL) delivered a milestone in the first quarter of fiscal 2026 as its Remaining Performance Obligations (RPO) soared 359% year over year to 455 billion, signaling one of the largest backlogs in the tech industry. Management highlighted that most ...