Mei Ri Jing Ji Xin Wen·2025-09-10 16:02Core Points - Oracle's stock surged over 40% after the market opened, marking its largest intraday gain since 1992, with a market capitalization increase of over $290 billion (approximately 2 trillion RMB) [1] - Larry Ellison's wealth reached $393 billion, surpassing Elon Musk to become the world's richest person, with a single-day wealth increase of nearly $100 billion (approximately 720 billion RMB), setting a record for the largest single-day wealth growth in history [3] Financial Performance - For the first fiscal quarter of 2026, Oracle reported revenue of $14.93 billion, a 12% year-over-year increase, but below market expectations of $15.03 billion [5] - Non-GAAP net profit was $4.3 billion, up 8% year-over-year, with adjusted earnings per share of $1.47, slightly below the expected $1.48 [5] - Cloud revenue grew 28% year-over-year to $7.186 billion, accounting for 48% of total revenue, while software revenue declined 1% to $5.721 billion, making up 38% of total revenue [5] Market Impact and Future Outlook - Oracle's remaining performance obligations (RPO) reached $455 billion, a more than fourfold year-over-year increase and over threefold quarter-over-quarter increase, up from $138 billion at the end of the previous quarter [5] - The company signed several multi-billion dollar contracts with major clients, with expectations that RPO could exceed $500 billion in the coming months [6] - Oracle anticipates cloud infrastructure revenue to grow 77% year-over-year to $18 billion, with a long-term goal of reaching over $100 billion [6] AI and Strategic Developments - Larry Ellison emphasized that AI is fundamentally transforming Oracle, with the AI inference market expected to be larger than the AI training market [6] - Oracle introduced a new "AI database" designed to ensure user privacy while providing access to advanced AI models like ChatGPT and Gemini [6]