Oracle shares spiked 15% in extended trading on Tuesday after the database software maker indicated hefty growth prospects even as earnings and revenue missed estimates.
Here’s how the company did in comparison with LSEG consensus:
- Earnings per share: $1.47 adjusted vs. $1.48 expected
- Revenue: $14.93 billion vs. $15.04 billion expected
Revenue increased 12% from a year earlier during the quarter, which ended on Aug. 31, according to a statement. Net income was about flat at $2.93 billion, or $1.01 per share, compared to $2.93 billion, or $1.03 per share, in the same quarter last year.
Oracle said its remaining performance obligation, a measure of contracted revenue that has not yet been contracted, now stands at $455 billion, up some 359% from a year earlier. During the quarter OpenAI said it signed an agreement with Oracle to develop 4.5 gigawatts of U.S. data center capacity.
Alongside larger cloud providers such as Microsoft, Oracle has been one of the big winners of the AI boom, due to its cloud infrastructure business and its access to Nvidia’s graphics processing units (GPUs) needed for large workloads. CEO Safra Catz said in the statement that the company signed four multibillion-dollar contracts with three different customers in the quarter.
Also in the quarter, Oracle said cloud rival Google’s Gemini artificial intelligence models would become available on Oracle’s cloud infrastructure.
Oracle shares hit a record last month and are up 45% in 2025 as of Tuesday’s close, while the S&P 500 index has gained 11%.
Source: https://www.cnbc.com/2025/09/09/oracle-orcl-q1-earnings-report-2026.html
Oracle pops 13% on growth projections even as earnings miss estimates
byu/Puginator instocks
Posted by Puginator
19 Comments
Larry Ellison also has a significant stake in the company PSKY
“As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years”
LMAO Oracle’s management just said we’ll match AWS in 4 years. That’s insane ambition. If they can pull it off then it will be deserved. But this is very ambitious.
AWS I believe was 115 billion for 2024.
Wow 20% now, ORCL is wild
I cannot understand who exactly is demanding this much compute. Where is the end user demand?
$450bn backlog? From who? How?
> now stands at $455 billion, up some 359% from a year earlier…
Obviously this is a big part of the reason for the huge jump. I wonder what part of RPOs are related to stargate. We probably won’t find out on the call. On every call this quarter, everything has been a reaction to guidance. When Ellison says he expects continued growth for years, you can trust him a lot more than someone like Elon.
Edit: own, bought a little more after the report dropped.
The RPO number is what’s driving the stock up. The number is almost unbelievable; I wonder how much relates to Stargate… might have to listen to call if I can’t dig up the details.
Glad I bought some this morning lol
Because I sold my ORCL calls and went AAPL calls.
+23% on a double miss.
I guess the market REALLY likes those growth estimates.
Gemini on Oracle is interesting. I wonder if they will be deploying it on Nvidia GPUs or if Oracle will be buying TPUs. There’s been recent talk that Google has been approaching some smaller cloud providers to use their chips, but Oracle would be a much bigger deal.
How on earth is ai actually going to be able to be profitable? The spending to oracle being applauded, but all it means is companies operating costs are skyrocketing
You go to school to learn finance. And then stocks are rewarded with this shit
Lol short that turd
Bought ORCL yesterday. Saw it slip in the morning. Took it as a sign of weakness and sold.
Now looking for a strong rope.
On a double miss lmao what a joke
It’s an amazing company and they managed to snag the AI around its OCI component.
Congrats to everyone
13% my ass it’s doubled now
Portfolio got a nice little bump today with oracle climbing over 25%. Still don’t really get the surge from this news, but I’ll take it. Seeing all time gains over 1200% helps soften the sting a little from leaving nvidia too soon lol
They just laid off a ton of their AI sales reps. Seeing posts on LinkedIn left and right. Something smells fishy.