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Can Oracle's Expanding Contract Pipeline Drive Its Next Growth Phase?
甲骨文甲骨文(US:ORCL) ZACKS·2025-10-17 21:50

Key Takeaways Oracle reported a 359% jump in RPO, driven by multi-billion-dollar AI infrastructure contracts.New deals with Meta, OpenAI, NVIDIA, AMD and xAI highlight Oracle's AI ecosystem momentum.Oracle targets 18BinOCIrevenuesbyFY26and18B in OCI revenues by FY26 and 144B by 2030, backed by secured agreements.Oracle (ORCL) is gearing up for its next phase of growth, backed by an expanding contract pipeline and a surge in demand for cloud and AI infrastructure. In the first quarter of fiscal 2026, management disclosed several m ...