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Oracle Discloses a Cloud Deal Worth Over $30 Billion a Year
CONFIRMED89% CONFIDENCE1.2 years agoThe Form 8-K is dated 'June 30, 2025' and EDGAR's acceptance stamp is 2025-06-30 12:30:26 UTC.[1]An 8-K said Oracle had signed several large cloud services agreements, one expected to bring in more than $30 billion of revenue a year from fiscal 2028 - the contract OpenAI later confirmed as its 4.5 GW Stargate lease.$30B0.67CISA Orders Federal Agencies to Patch Oracle E-Business Suite Zero-Day
CONFIRMED90% CONFIDENCE353 days agoCISA's[1][2] alert of 'October 06, 2025' adds 'CVE-2025-61882 Oracle[4] E-Business Suite Unspecified Vulnerability'; the KEV catalog entry sets dateAdded 2025-10-06 and dueDate 2025-10-27 under BOD 22-01, which 'requires Federal Civilian Executive Branch (FCEB) agencies to remediate identified vulnerabilities by the due date'.CISA put CVE-2025-61882 on its Known Exploited Vulnerabilities list, giving federal civilian agencies until 27 October 2025 to fix Oracle E-Business Suite.0.62Oracle Q1 FY2026 Results: Backlog Jumps 359% to $455 Billion
CONFIRMED90% CONFIDENCE1.0 years agoThe release is datelined "Austin, Texas—Sep 9, 2025" and PR Newswire[3] stamps it "Sep 09, 2025, 16:05 ET".Oracle said four multi-billion-dollar contracts lifted its contracted backlog 359% to $455 billion and forecast cloud infrastructure revenue rising to $144 billion in four years; the stock gained 36% the next day, its best since 1992.0.62Salesforce Completes Its $1.2 Billion Acquisition of Qualified
CONFIRMED88% CONFIDENCE176 days agoSalesforce's[3] Qualified story carries the editor's note 'Salesforce completed its acquisition of Qualified on April 1, 2026'; the 10-Q says 'In April 2026, the Company acquired all of the outstanding stock of Qualified.com, Inc.'Salesforce closed its purchase of Qualified, maker of the Piper AI SDR agent, for consideration it valued at $1.2 billion, mostly cash.$1.2B0.62Verizon Closes $1 Billion UScellular Spectrum Purchase
CONFIRMED88% CONFIDENCE115 days agoArray's 8-K: "On June 1, 2026, Array Digital Infrastructure, Inc. (f/k/a United States Cellular Corporation) ... completed the previously announced sale of select spectrum assets to Verizon Communications Inc."[1]Verizon completed its $1 billion cash purchase of cellular, AWS and PCS spectrum licenses from Array Digital Infrastructure, the former UScellular, covering about 8 percent of the US population.$1B0.62Broadcom Launches $35B AI XPV Platform With Apollo and Blackstone
CONFIRMED88% CONFIDENCE107 days agoThe release is dated "June 9, 2026" and says Broadcom[1] "today announced" the platform, which "launches today"; PR Newswire[4] stamps it "Jun 09, 2026, 09:00 ET" and Apollo's[5] IR copy "June 09, 2026 9:00am EDT".A financing platform for more than 20 GW of Broadcom XPU compute for frontier AI labs through 2028, opening with a $35 billion tranche led by Apollo with Blackstone to fund Anthropic's 1 GW-plus expansion at Fluidstack sites.$35B0.61Oracle Reports Q4 and Fiscal 2025 Results: RPO Up 41% to $138 Billion
CONFIRMED90% CONFIDENCE1.3 years agoThe release is datelined "Austin, Texas—Jun 11, 2025" and PR Newswire[2] stamps it "Jun 11, 2025, 16:05 ET".Oracle closed fiscal 2025 with $15.9 billion of fourth-quarter revenue, up 11%, and $138 billion of contracted backlog, and Safra Catz forecast cloud infrastructure growth of over 70% for fiscal 2026.0.61Trump Signs Executive Order Approving the TikTok US Joint Venture Deal
Executive Order 14352 declared a framework deal a qualified divestiture: TikTok's US app goes to a new US-majority joint venture, with Oracle as the security provider holding all US user data.0.61Salesforce Agrees to Buy Informatica for About $8 Billion
CONFIRMED89% CONFIDENCE1.3 years agoInformatica's 8-K says 'On May 26, 2025, Informatica Inc. ... entered into an Agreement and Plan of Merger ... with Salesforce[1], Inc.'; the release announcing it is dated May 27, 2025.Salesforce signed a deal to buy the data-management company Informatica for $25 a share in cash, about $8 billion in equity value, to feed trusted enterprise data to its Agentforce AI agents.$8B0.60Formula 1 Extends the Las Vegas Grand Prix Through 2037
CONFIRMED88% CONFIDENCE112 days agoF1.com, stamped "Jun 04, 2026 10:01pm UTC": "Formula 1[1][2] will continue racing in Las Vegas ... through to 2037, following a new 10-year extension"; the end is the exclusive boundary after 2037.A new 10-year deal between Las Vegas Grand Prix, Inc., Clark County and the LVCVA keeps the Saturday-night Strip race on the Formula 1 calendar through 2037.0.60Oracle Sells $18 Billion of Bonds in One of Tech's Largest Debt Deals
CONFIRMED90% CONFIDENCE1.0 years agoThe pricing term sheet is dated September 24, 2025 and gives "Trade Date: September 24, 2025", with settlement on September 26.[1]Oracle priced $18 billion of senior notes in six tranches from 2030 to 2065, one of the largest bond sales on record in the tech industry, to fund its AI cloud build-out.$18B0.60Oracle Targets $225 Billion Revenue by Fiscal 2030 at Its Analyst Meeting
CONFIRMED86% CONFIDENCE343 days agoOracle's[1][4] notice says the meeting is "Thursday, October 16, 2025" and "will be live at 11:45 a.m. Central Time"; the deck is "current as of October 16, 2025".At its financial analyst meeting during Oracle AI World in Las Vegas, Oracle set fiscal 2030 targets of $225 billion of revenue and $21 of adjusted EPS, with cloud infrastructure revenue reaching $166 billion.0.60
