"Remaining Performance Obligations of $553 billion, up 325% year over year, represent contracted future revenue. Customers have already signed, with many prepaying or supplying their own GPUs."
"In Q3 FY2026, organic total revenue and non-GAAP EPS both grew 20% or more for the first time in over 15 years. Cloud Infrastructure revenue rose 84% to $4.888 billion."
"Co-CEO Clay Magouyrk stated that Multi-cloud database revenue grew 531% year over year, with demand exceeding supply. Oracle Database is embedded in major cloud platforms like Microsoft Azure and AWS."
"The trailing P/E is 31, forward P/E is 20, and PEG sits at 1.021. Return on equity is 57.6%, and the stock is trading 11.3% below its starting price for the year."
Oracle's Remaining Performance Obligations have surged to $553 billion, reflecting a 325% year-over-year increase in contracted future revenue. The company reported significant growth in Q3 FY2026, with organic total revenue and non-GAAP EPS both rising over 20%. Cloud Infrastructure revenue increased by 84%, while Multicloud Database revenue soared by 531%. Management has raised FY2027 revenue guidance to $90 billion. The company's strong market position is supported by high demand for its services and solid financial metrics, including a trailing P/E of 31 and a return on equity of 57.6%.
Read at 24/7 Wall St.
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