Oracle’s shares soared 31% in Frankfurt trading following a blockbuster forecast from its Cloud Infrastructure (OCI) division: booked revenue—measured via Remaining Performance Obligations (RPO)—is expected to exceed $500 billion. This optimistic outlook sparked a major market buzz.
In the U.S. after-hours market, shares jumped over 25–28%, fueled by a robust 77% growth forecast for OCI revenue (now expected to reach $18 billion this fiscal year) and a massive $455 billion backlog—a staggering 359% year-on-year increase.
Key Figures at a Glance
| Metric | Figure |
|---|---|
| Stock Jump (Frankfurt) | 31% |
| After-Hours U.S. Surge | 25–28% |
| OCI Revenue Forecast (FY) | 77% growth to $18B |
| Booked Revenue (RPO) | $455B (359% YoY increase) |
| Projection for OCI | $144B over four years |
| YTD Stock Increase | ~45% |
Analysts view the RPO spike and future projections as evidence of unprecedented demand—positioning Oracle as arguably the largest large-cap growth story in tech right now
Why It Matters
- Cloud Business Strength: Oracle’s cloud infrastructure is building momentum as a primary growth engine—boosting investor confidence.
- AI and Multicloud Alignment: Major AI-related deals and multicloud partnerships with OpenAI, Google, and Microsoft are reinforcing Oracle’s strategic edge.
- Investor Buzz & Market Sentiment: The surge marks one of Oracle’s most spectacular rallies since the dot-com era.
Forecast & Forward Look
Oracle expects the RPO backlog to climb beyond $500 billion, with indicators of sustained strength ahead. OCI revenue is projected to rise steadily:
- FY: $18B (77% growth)
- Next 4 Years: Scaling to $144B
Additionally, Oracle’s planned $35 billion capex investment, primarily in cloud infrastructure, shows its commitment to revenue-generating expansion.
Summary
Oracle’s stock surged up to 31% following a resounding cloud infrastructure forecast that revealed explosive demand and a massive revenue backlog. With AI-driven growth, multicloud partnerships, and aggressive strategic investment, Oracle’s share price spike signals renewed investor optimism and a transformation into a major cloud powerhouse.
