Oracle(US:ORCL) Xin Lang Cai Jing·2025-09-11 10:22Group 1 - Oracle reported a significant increase in its Remaining Performance Obligations (RPO), reaching $455 billion, a year-over-year increase of 359% [1] - The total revenue for the first fiscal quarter of 2026 was $14.9 billion, reflecting a 12% year-over-year growth, with a non-GAAP net profit of $4.3 billion, up 8% year-over-year [1] - Oracle signed four multi-billion dollar contracts with three clients, projecting RPO to exceed $500 billion [1] Group 2 - The company anticipates a 77% year-over-year growth in cloud infrastructure revenue, reaching $18 billion for the fiscal year 2026, with substantial growth expected over the next four years [1] - Following Oracle's earnings report, AI-related stocks in the A-share market experienced an increase, indicating optimism in the domestic AI industry chain [1] - The potential for AI implementation both domestically and internationally is seen as promising, with the domestic AI industry chain possibly being undervalued [1]