% = share price change, close 20 Sep → 20 Dec 2025
- Signal
- Backlog record $553B
- Disclosed horizon
- FY2027 (guided)
- Risk
- Capex $50B announced vs. $60-200B at peers; execution risk from workforce restructuring
OCI revenue $4.9B, up 84% YoY; RPO $553B, up 325% YoY; FY2027 revenue guidance $90B.
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OCI revenue $4.9B, up 84% YoY; RPO $553B, up 325% YoY; FY2027 revenue guidance $90B.
RELEASE Oracle Announces Fiscal 2026 Third Quarter Financial Results Oracle IR www.prnewswire.com -
$50B capex investment announced for AI infrastructure; 101st cloud region online.
RELEASE Oracle Q3 FY2026 Earnings Release PRNewswire www.cnbc.com
AWS, Google Cloud, and Oracle OCI all report capacity-constrained growth with record capex guidance. Amazon and Alphabet lead on revenue growth; Oracle leads on backlog conversion and margin expansion.
Agent-generated research. May contain errors or omissions. Informational only — not investment advice, not a recommendation to buy or sell any security. Quotes via Yahoo Finance (unaffiliated).
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