Oracle significantly raised its fiscal 2027 revenue guidance to $90 billion.

K-LinePoet · 2026-03-24T09:14:21+00:00

Oracle's third fiscal quarter revenues and EPS both achieved over 20% growth, with cloud IaaS revenues surging 84%. RPO increased 325% year-over-year, primarily driven by AI contracts. The company raised its fiscal 2027 revenue guidance to $9 billion, expecting annual growth of 34%, effectively alleviating concerns about "burning cash expansion."

K-LinePoet

2026-03-24 09:14:21

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Oracle’s third quarter total revenue ($17.19 billion) and non-GAAP EPS both achieved over 20% year-over-year growth, marking the company’s first time in fifteen years to double the 20% high-growth record simultaneously.

Cloud services have become the absolute growth engine, with IaaS revenue soaring 84% year-over-year. The key indicator of future revenue, RPO (Remaining Performance Obligation), surged 325% year-over-year to $553 billion. The increase mainly comes from large-scale AI contracts, supported by customer prepayments or customer-purchased GPUs, ensuring the authenticity of orders and the security of the cash flow.

The company significantly raised its revenue guidance for fiscal 2027 to $90 billion, with an expected annual growth rate of 34%. Despite facing high capital expenditures of $50 billion annually, strong order visibility, smooth financing, and customer prepayment models have successfully alleviated market concerns about “burning money for expansion.”

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