$ORCL

$ORCL 🚨 Oracle's heavy AI spending overshadows Q4 revenue growth, record RPO! Enterprise software and cloud firm's Q4 revenue grew 21% yr/yr, slightly beating analyst expectations Adjusted EPS for Q4 rose 24%, beating analyst expectations Cloud infrastructure revenue surged 93% yr/yr, driven by AI-related demand Record Remaining Performance Obligations grew $85 billion in Q4 from $553 billion to $638 billion Outlook Oracle sees Q1 FY 2027 total revenue growth of 27%-29% in USD Company expects Q1 FY 2027 cloud revenue growth of 58%-64% in USD Oracle raises FY 2027 non-GAAP EPS guidance to $8.05, up 18% after adjustments Result Drivers CLOUD INFRASTRUCTURE SURGE - Q4 cloud infrastructure (IaaS) revenue rose 93% yr/yr, driven by demand for AI training and inferencing workloads AI CONTRACT