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Oracle’s stock (NYSE: ORCL) surged 36% on September 10, 2025, and has nearly doubled in value this year, rising over 470% in the last five years. The company’s significant investments in cloud infrastructure are expected to lead to substantial revenue growth, with Oracle projecting its cloud revenue to reach $32 billion in fiscal 2027 and $144 billion by fiscal 2030.
In its latest earnings report, Oracle revealed a remaining performance obligation (RPO) backlog of $455 billion, a 359% increase, indicating strong future growth potential. Notably, Oracle secured a $300 billion contract from OpenAI, scheduled to start in 2027, demonstrating its growing significance as a cloud provider against established giants like AWS and Microsoft Azure.
CEO Safra Catz mentioned that cloud growth is anticipated to rise from 24% in fiscal 2025 to over 40% in fiscal 2026, with cloud infrastructure growth projected at 70%. Currently, Oracle operates 23 multicloud data centers with 47 more planned for the next year, reflecting a concerted effort to expand its cloud services.
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