Sandford Blair Capital Poised to Capitalize on Oracle’s AI-Cloud Breakthrough
Oracle’s Fiscal Q1 2026: A Landmark Quarter
Lier, Flanders, 12th September 2025, ZEX PR WIRE, Oracle’s latest earnings release has sent a powerful signal across global markets: the AI-driven cloud revolution is accelerating, and infrastructure providers are locking in massive growth trajectories.
Key highlights from Oracle’s fiscal first-quarter 2026 results include:
Remaining Performance Obligations (RPO) surged to $455 billion, up 359% year-on-year, indicating a multi-year backlog of AI and cloud contracts already secured.
Cloud infrastructure revenue (OCI) climbed 55% YoY, while total cloud revenues (IaaS + SaaS) rose to $7.2 billion, up 28% YoY.
Fusion Cloud ERP and NetSuite ERP revenues continued their steady growth, each rising around 16–17% YoY.
The company forecasts cloud...