Скачать или смотреть Oracle Q1 FY26: AI Cloud Boom Drives $455B Backlog & Massive Growth

Oracle's Q1 FY2026 earnings call revealed transformative growth driven by AI demand and cloud infrastructure expansion. Despite slight misses on EPS and revenue, Oracle's cloud revenue surged 28%, with Oracle Cloud Infrastructure (OCI) skyrocketing 55% year-over-year. The standout figure was a record $455 billion Remaining Performance Obligations (RPO), signaling strong future revenue visibility, potentially surpassing $500 billion. This backlog jump, fueled by AI and multi-cloud deals with Amazon, Alphabet, and Microsoft, repositioned Oracle as a leading AI cloud provider.

The call emphasized Oracle's aggressive $35 billion capital expenditure for FY26 to scale AI server and data center capacity, underscoring their commitment to meet soaring AI workload demands. Oracle also introduced the "Oracle AI Database," integrating databases with AI models like ChatGPT and Gemini, enhancing secure AI-driven business insights. Their multi-cloud strategy, embedding OCI within AWS, Google Cloud, and Azure, aims to reduce friction for clients and expand distribution, while innovative offerings like cloud at customer present cost-effective, secure cloud solutions.

Guidance for FY26 includes 77% OCI revenue growth to $18 billion, with a multi-year target of $144 billion. Analysts and investors reacted bullishly, with shares soaring up to 27% post-call. Oracle's strategic pivot from legacy software to AI infrastructure leader highlights a bright future amid the competitive cloud landscape. Key watch points include OCI run-rate progress, multi-cloud data center expansion, AI Database rollout, and capital investment execution, shaping Oracle's journey to dominate AI cloud services.

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