Oracle heads into tonight’s earnings with an unusually high bar after guiding for 27-29% revenue growth and 58-64% total cloud growth in the first quarter. But the bigger number investors should watch is Oracle’s massive $638 billion in remaining performance obligations, up 363% year over year.
That backlog has given investors tremendous visibility into future demand, but Oracle now needs to prove it can convert those contracts into revenue quickly enough to justify its aggressive infrastructure buildout.
The company expects roughly $70 billion of net capital expenditures in fiscal 2027 and plans to raise around $40 billion through debt and equity financing.
Prediction markets currently put the probability of an EPS beat at around 80%. Investors will be watching OCI growth and management’s delivery timeline for its enormous backlog for evidence that Oracle’s massive AI infrastructure spending cycle is translating into equally massive revenue growth.
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