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Oracle’s Cloud Growth Sparks Investor Interest Despite Stock Surge

Oracle’s Cloud Growth Sparks Investor Interest Despite Stock Surge

Published:
2025-09-13 10:31:01
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BTCCSquare news:

Oracle's stock (ORCL) surged after reporting a 359% year-over-year increase in remaining performance obligations, reaching $455 billion. The company signed four multibillion-dollar cloud contracts in Q1 fiscal 2026, with cloud revenue up 28% and infrastructure services jumping 55%. CEO Safra Catz described demand for Oracle Cloud Infrastructure as accelerating.

While the stock's valuation has expanded, analysts argue the visibility of future revenue justifies the premium. The bookings spike reflects enterprise adoption of Oracle's cloud solutions at scale, with new capacity expected to come online to meet contracted demand.

|Square

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