Oracle's Backlog Surges With Major Customer Deals in 1Q

Dow Jones

6 hours ago

By Dean Seal

Oracle had a smaller revenue gain in the fiscal first quarter than analysts had been expecting, but touted major contract wins during the quarter that are inflating its backlog.

The database-software company posted a profit of $2.93 billion, or $1.01 a share, for the quarter ended Aug. 31, about flat with the year-earlier quarter.

Stripping out one-time items, adjusted earnings were $1.47 a share. Analysts polled by FactSet had been expecting $1.48 a share.

Revenue climbed 12% to $14.93 billion, shy of analyst targets for $15.04 billion, according to FactSet.

Shares surged 18% to $285 after hours. Investors seemed more interested in the company's future revenue prospects.

Oracle ended the quarter with total remaining performance obligations, a measure of contracted revenue it expects to collect, of $455 billion. That's up more than fourfold from the same quarter a year earlier.

The company signed four multi-billion-dollar contracts with three different customers during the quarter, Chief Executive Safra Catz said. "It was an astonishing quarter -- and demand for Oracle Cloud Infrastructure continues to build," she said.

Oracle expects to sign several more multi-billion-dollar customers in the next few months and push its remaining performance obligations up to more than $500 billion, Catz said.

Write to Dean Seal at dean.seal@wsj.com

(END) Dow Jones Newswires

September 09, 2025 16:26 ET (20:26 GMT)

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Analysts polled by FactSet had been expecting $1.48 a share. \n</p>\n<p>\n  Revenue climbed 12% to $14.93 billion, shy of analyst targets for $15.04 billion, according to FactSet. \n</p>\n<p>\n  Shares surged 18% to $285 after hours. Investors seemed more interested in the company's future revenue prospects. \n</p>\n<p>\n  Oracle ended the quarter with total remaining performance obligations, a measure of contracted revenue it expects to collect, of $455 billion. 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That's up more than fourfold from the same quarter a year earlier. \n</p>\n<p>\n  The company signed four multi-billion-dollar contracts with three different customers during the quarter, Chief Executive Safra Catz said. \"It was an astonishing quarter -- and demand for Oracle Cloud Infrastructure continues to build,\" she said. \n</p>\n<p>\n  Oracle expects to sign several more multi-billion-dollar customers in the next few months and push its remaining performance obligations up to more than $500 billion, Catz said. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  Write to Dean Seal at dean.seal@wsj.com \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 09, 2025 16:26 ET (20:26 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0068578508.USD","symbol_name":"First Eagle Amundi International Cl AU-C USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2566613643","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566613643","pubTimestamp":1757449560,"columns":[{"name":"Data Report","id":30,"label_key":"dataReport"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Oracle had a smaller revenue gain in the fiscal first quarter than analysts had been expecting, but touted major contract wins during the quarter that are inflating its backlog.The database-software company posted a profit of $2.93 billion, or $1.01 a share, for the quarter ended Aug. 31, about flat with the year-earlier quarter.Stripping out one-time items, adjusted earnings were $1.47 a share. Analysts polled by FactSet had been expecting $1.48 a share.Revenue climbed 12% to $14.93 billion, shy of analyst targets for $15.04 billion, according to FactSet.Shares surged 18% to $285 after hours. Investors seemed more interested in the company's future revenue prospects.Oracle ended the quarter with total remaining performance obligations, a measure of contracted revenue it expects to collect, of $455 billion. That's up more than fourfold from the same quarter a year earlier.The company signed four multi-billion-dollar contracts with three different customers during the quarter, Chief Exe","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4516":"特朗普概念","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4538":"云计算","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4588":"碎股","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0861579265.USD":"联博低波幅策略股票基金A","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4581":"高盛持仓","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","ORCL":"甲骨文","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"translate_title":"甲骨文第一季度主要客户交易积压订单激增","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ORCL":1},"content_text":"By Dean Seal \n\n\n \n\n\n  Oracle had a smaller revenue gain in the fiscal first quarter than analysts had been expecting, but touted major contract wins during the quarter that are inflating its backlog. \n\n\n  The database-software company posted a profit of $2.93 billion, or $1.01 a share, for the quarter ended Aug. 31, about flat with the year-earlier quarter. \n\n\n  Stripping out one-time items, adjusted earnings were $1.47 a share. Analysts polled by FactSet had been expecting $1.48 a share. \n\n\n  Revenue climbed 12% to $14.93 billion, shy of analyst targets for $15.04 billion, according to FactSet. \n\n\n  Shares surged 18% to $285 after hours. Investors seemed more interested in the company's future revenue prospects. \n\n\n  Oracle ended the quarter with total remaining performance obligations, a measure of contracted revenue it expects to collect, of $455 billion. That's up more than fourfold from the same quarter a year earlier. \n\n\n  The company signed four multi-billion-dollar contracts with three different customers during the quarter, Chief Executive Safra Catz said. \"It was an astonishing quarter -- and demand for Oracle Cloud Infrastructure continues to build,\" she said. \n\n\n  Oracle expects to sign several more multi-billion-dollar customers in the next few months and push its remaining performance obligations up to more than $500 billion, Catz said. \n\n\n \n\n\n  Write to Dean Seal at dean.seal@wsj.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 09, 2025 16:26 ET (20:26 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}