Oracle(US:ORCL) Sou Hu Cai Jing·2025-09-10 15:45Core Points - Larry Ellison, co-founder of Oracle, has reached a net worth of $393 billion, surpassing Elon Musk to become the world's richest person [1] - Oracle's stock surged over 40% in a single day, marking the largest daily increase since 1999 [3] Financial Performance - Oracle reported adjusted earnings per share of $1.47, slightly below the expected $1.48, with revenue of $14.93 billion, also below the forecast of $15.04 billion [9] - The company announced a staggering $455 billion in unfulfilled obligations, a year-on-year increase of 359% [9] - Cloud infrastructure revenue reached $3.3 billion, growing 55% year-on-year, with expectations to reach $18 billion in fiscal year 2026, a nearly 77% increase from $10.3 billion in fiscal year 2025 [9][10] Market Reaction - Oracle's stock price in Mumbai rose by 10%, with trading volume nine times the average for the past three months [7] - Multiple institutions have raised Oracle's target price, with Piper Sandler increasing it from $270 to $330 and Scotiabank from $300 to $350 [7] Strategic Developments - Oracle has signed four contracts worth "billions" with three different clients in the last quarter [10] - The company is expanding its multi-cloud services, with plans to deliver 37 additional data centers to major partners, totaling 71 [10] - Revenue from major clients like Amazon, Alphabet, and Microsoft has increased by 1529% in the first quarter [9]