Shock and disbelief after Oracle's results. The founder of the hyperskaler was quickly behind Musk
Oracle, a one of the American technological giants, whose name in English is “oracle”, presented quarterly results, but more importantly informed about huge contracts and results forecast on their basis. Wall Street analysts do not believe what they heard, and the shares of the company valued at nearly $ 700 billion, grew in non -asian transactions by one third. Thanks to this, the founder of the company was the second richest man in the world.
The Oracle company specializing in management of relational databases, cloud solutions and ensuring computing power in data centers that drive the artificial intelligence industry on Tuesday, September 9, after the session, poor results in its report on its report for the third quarter of the financial year.
The profit per share of USD 1.47 barely met the expectations of analysts from Wall Street, and revenues of USD 14.93 billion were lower than expected at USD 15.01 billion. However, in deposited trade, the actions soared up, because Oracle, i.e. explaining the “oracle” from English, presented a forecast of revenues for the coming years, which delighted investors.
Oracle shares finished Tuesday's session by an increase of less than 1.3 percent. Up to USD 241.51 per value, but already in extra -session trade, in response to new information, the exchange rate gained even over 32 percent. to around $ 317 per share. If the increases remained at the cash register session, it would mean Oracle's chance to join the Bilionarians club, i.e. companies valued at at least $ 1 trillion. Currently, 11 companies in the world have such a valuation (9 from the USA and one of the Saudi Arabia and Taiwan). After Tuesday's trade, Oracle is valued at less than $ 679 billion.
Quoted by CNBC Brad Zelnick from Deutsche Bank said: “We are all shocked, and in a very positive sense.” John Difucci from Guggenheim Securities wrote that he was “stunned” and Derrick Wood from TD Cowen called this quarter a “breakthrough”. It was groundbreaking because the company signed four multi -billion contracts with three different clients.
“This resulted in an increase in the portfolio of orders for RPO (Remaining Performance obligations, i.e. the remaining obligations to perform) by 359 percent to USD 455 billion. It was an amazing quarter, and the demand for Oracle Cloud Infrastructure is constantly growing. In the next few months we expect to get a few more customers with a value of many billions of dollars, and RPO probably will exceed half a trillion of dollars.
Based on the value of the order portfolio, as you can determine the RPO, Oracle estimates future revenues that escape any scale. The company announced that revenues from cloud infrastructure this fiscal year will increase by 77 percent. up to USD 18 billion. In the following fiscal year, this amount will increase by almost 78 percent again. and will amount to USD 32 billion, and in the next three years it will reach USD 73 billion, USD 114 billion and USD 144 billion, respectively. This means an increase over 5 years by 1340 percent. from USD 10 billion last year. The mentioned analyst Derrick Wood from TD Cowen said that the RPO data is “really amazing”.
Oh we …
“We SIGNED FOUR MULTI-BILLION-DOLLAR CONTRACTS WITH THREE DIFFFEER Customers … This Resulted in RPO Contract Backlog Increasing 359%”$ ORCL pic.twitter.com/vkyhdvioe
– fiscal.ai (formly finchat) (@fiscal_ai) Seppember 9, 2025
The president of Safra Catz announced that the company intends to present more details about its financial plan at a meeting planned for the next month. Co -founder Oracle and the current technical director Larry Ellison said that the company's solutions in the field of artificial intelligence will significantly support the greater demand for services in the cloud and greater energy consumption in the coming years, adding that “artificial intelligence changes everything.”
Oracle grows up to one of the main hyperskaler, i.e. large companies, which are providers of cloud service, which offers a huge, highly scalable infrastructure of data centers capable of servicing the mass computing power needed for advanced artificial intelligence systems.
Examples of hypersklers are Amazon Web Services (AWS), Microsoft Azure, Google Cloud and Oracle. They have giant data centers with thousands of servers with powerful computing power, ready for dynamic scaling on demand. The largest entities have definitely increased investment expenditure in the development of AI infrastructure, due to its strategic importance in the new AI powered economy, even despite the fears of a difficult to estimate time of return on investment. Already in 2024, expenditure on data centers increased by 51 percent. on a global scale according to the Dell'oro Group data. The investment expenses of the largest hyperskalers announced in the first half of 2025 are already 50 percent. year to year in the same period.
Returning to the demand for Oracle shares, taking into account the movements after closing the session, the company's papers have a chance for the greatest increase in the course in history, in addition to the highest level. It is worth adding that Larry Ellison, thanks to the increase in the valuation of the company's shares in non -hets transactions, has already climbed to the second place in the ranking of the richest people in the worldprepared by Bloomberg. His assets after increasing the valuation by USD 103 billion in one day the agency estimated at USD 295 billion, thanks to which he overtook Marek Zuckerberg and Jeff Bezos. Elon Musk with a valuation of assets at the level of USD 385 billion remains unmoved.
Michał Kubicki
