Oracle(US:ORCL) 智通财经网·2025-09-15 14:13Core Insights - Oracle's stock rose over 4% to $304.40, driven by strong growth projections for its cloud infrastructure (OCI) revenue [1] - OCI revenue is expected to reach $10.2 billion in FY2025, $32 billion in FY2026, and exceed $144 billion by FY2030, indicating a compound annual growth rate of nearly 70% [1] - The remaining performance obligations (RPO), a key metric for "contracted but not yet delivered revenue," surged 359% year-over-year to $455 billion, significantly surpassing market expectations [1] Financial Performance - The projected OCI revenue growth reflects a pivotal shift in Oracle's business model, primarily fueled by advancements in AI technology [1] - Management anticipates RPO will exceed $500 billion within months, highlighting the robust demand for Oracle's services [1] Industry Impact - AI is not only transforming Oracle but also reshaping the growth dynamics of the entire technology sector [1] - UBS suggests that Oracle's recent stock performance is not coincidental, as key financial metrics in the earnings report validate the explosive potential of its AI business [1]