Oracle(US:ORCL) Zhi Tong Cai Jing·2025-09-15 14:15Core Viewpoint - Oracle's cloud infrastructure (OCI) revenue is projected to experience significant growth, with expectations of reaching $10.2 billion in FY2025, $32 billion in FY2026, and exceeding $144 billion by FY2030, reflecting a compound annual growth rate of nearly 70% [1] Group 1: Financial Performance - Oracle's remaining performance obligations (RPO), a key metric for measuring "contracted but not yet delivered revenue," surged 359% year-over-year to $455 billion, surpassing market expectations [1] - Management forecasts that RPO will exceed $500 billion within a few months [1] Group 2: Market Impact - The rise of AI is not only transforming Oracle but also reshaping the growth dynamics of the entire technology industry [1] - UBS believes that Oracle's recent stock increase is not coincidental, as several key data points in the earnings report validate the explosive potential of its AI business [1]