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Core Viewpoint - Oracle's stock price surged over 28% in after-hours trading, marking the largest single-day increase since 1999, driven by strong market reactions to its financial performance and cloud business growth [1][5]. Financial Performance - For the first fiscal quarter of 2026, Oracle reported adjusted earnings per share of $1.47, slightly below analyst expectations of $1.48, with revenue of $14.93 billion, also missing the forecast of $15.04 billion [7]. - The company announced a staggering $455 billion in unfulfilled obligations (contracted but unrecognized revenue), a year-over-year increase of 359% [7]. - Cloud infrastructure revenue reached $3.3 billion, reflecting a 55% year-over-year growth, compared to 52% in the previous fiscal quarter [9]. Future Projections - Oracle anticipates cloud infrastructure revenue to reach $18 billion in fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [10]. - Projections for the next four fiscal years indicate revenue growth to $32 billion, $73 billion, $114 billion, and $144 billion, respectively, suggesting an eightfold increase if current fiscal targets are met [10]. Strategic Partnerships - Oracle has established agreements with major players like Amazon, Alphabet, and Microsoft to run its OCI services on their cloud infrastructures, resulting in a 1529% revenue increase from these clients in the first quarter [11]. - The company signed four contracts worth "tens of billions" with three different clients during the quarter, contributing to a total revenue growth of 12% [11]. Market Reaction - Following the earnings report, multiple institutions raised Oracle's target price, with Piper Sandler increasing it from $270 to $330 and Scotiabank from $300 to $350 [4].