ORCL · News · 20260815N
Remaining Performance Obligations
ORACLE CORP · 2026-08-15 · Importance 76 · Surprise 56 · Contradicted
Oracle’s remaining performance obligations increased from $455 billion in September 2025 to $638 billion at the end of fiscal 2026. This represents approximately 40% growth year over year, exceeding the 10% inclusion threshold. The reported backlog indicates strong contracted demand for Oracle’s future services, including AI and cloud infrastructure offerings.
Key facts
- Oracle's remaining performance obligations grew from $455 billion last September to $638 billion by the end of fiscal 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +135.8% | Oracle's remaining performance obligations grew from $455 billion last September to $638 billion by the end of fiscal 2026. |
| liability | negative | realized | -69.9% | Oracle's remaining performance obligations grew from $455 billion last September to $638 billion by the end of fiscal 2026. |