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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.

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.

Oracle's backlog rose $68 billion to $523 billion on new commitments from Meta and NVIDIA, but revenue came in below forecasts and the shares fell 11% after hours; a $2.7 billion gain on selling its Ampere stake lifted earnings.

Oracle grew revenue 22% to $17.2 billion, its first quarter in over 15 years with organic revenue and adjusted EPS both up 20% or more, raised its fiscal 2027 revenue forecast to $90 billion, and the stock jumped 9% the next day.

Oracle closed a record fiscal 2026 with $67.4 billion of revenue and a $638 billion backlog, but burned $23.7 billion of free cash and said it would raise about $40 billion more, sending the shares down 10% after hours.

Oracle grew revenue 30% to $19.3 billion as cloud infrastructure revenue more than doubled, lifted its backlog to $664 billion with $30 billion of new AI contracts, and said it had sold all $20 billion of its at-the-market stock.

Oracle reports its second quarter of fiscal 2027, for which it guided revenue growth of 30% to 34% and cloud growth of 65% to 71%, the first test of its new at-least-$90 billion full-year outlook.