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Oracle FY 1Q26 Results: AI Workloads and Cloud Expansion Drive Growth and Future Outlook

Publisher IDC
Published Oct 07, 2025
Length 5 Pages
SKU # IDC20463553

Description

This IDC Market Note provides a discussion of Oracle's FY 1Q26 earnings. Oracle delivered total revenue of $14.9 billion (up 11% YoY) as cloud revenue rose 28% to $7.2 billion, driven by a sharp acceleration in OCI in which infrastructure revenue increased 54%. RPO surged to $455 billion (up 359% YoY), reflecting multiple multibillion‑dollar AI‑driven wins and expanding multicloud database adoption — and demand outpacing newly added GPU capacity.Oracle's focus on AI and cloud transformation is broadening, with initiatives such as a forthcoming Oracle AI Database service, expanded multicloud database availability, and partnerships that reinforce the company's role in enterprise AI infrastructure. These strategic investments and forward revenue indicators suggest Oracle is well positioned for continued growth in FY26, anchored by accelerating AI workloads, cross‑cloud adoption, and an expanding base of large, long duration cloud contracts.

Table of Contents

5 Pages

Executive Snapshot

In This Market Note

Oracle Cloud Infrastructure

Oracle Database

Oracle AI

IDC's Point of View

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