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Andrei Niculescu
@andrei9868 · Sep 10

🚀 $ORCL just proved it's no longer just an enterprise software company—it's becoming a serious AI infrastructure powerhouse.

Q1 FY2027 highlights:

💰 $19.3B in revenue (+30% YoY)

📈 $1.92 adjusted EPS, beating expectations

☁️ $7.4B in Oracle Cloud Infrastructure revenue (+120% YoY)

📊 $664B in remaining performance obligations (record backlog)

The biggest takeaway isn't just the revenue beat—it's the scale of future demand. A $664 billion contracted backlog gives Oracle exceptional visibility into long-term growth, while its cloud infrastructure business is accelerating as enterprises race to deploy AI workloads.

Of course, growth comes with a price. Oracle is investing aggressively in AI data centers and GPU capacity, with billions in capital expenditures to meet customer demand. The key question for investors is whether these investments translate into sustained profitability and stronger cash flow over the next few years.

My take: Oracle has moved from being a cloud challenger to a credible AI infrastructure leader. The AI race isn't just about building better models—it's also about who can provide the compute to power them.

What do you think: Can Oracle continue taking market share from the hyperscalers in AI cloud infrastructure?

#Oracle #Earnings #AI #CloudComputing #OCI #EnterpriseTech #Investing #Technology #DigitalTransformation

A community member's personal view, not investment advice. Community Guidelines

KJ
Kryštof Jáně @krystofjane Sep 12

But investors didn't appreciate it much. The stock is now ripe for a further decline.

AN
Andrei Niculescu @andrei9868 Sep 13

I think it will turn soon in their favor since Larry Ellison recently cancelled his planned stock sale. They had an overall good report and a good initial reaction to it from the market.

MS
Martin Sedláček @martinsedlacek Sep 11

Strong numbers, but in my opinion the most interesting thing to watch will be how effectively Oracle can convert that huge backlog into real revenue, margins, and cash flow. OCI's growth is impressive, but at the same time AI infrastructure requires enormous capital. If Oracle can maintain its growth pace while improving the return on these investments, it could take share from hyperscalers significantly faster.

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