ORCL · News · 20260916N

Revenue Performance and Mix

ORACLE CORP · 2026-09-16 · Importance 83 · Surprise 64 · In source text

Oracle’s Q1 OCI revenue grew 121% year over year, exceeding Street expectations and reflecting accelerated AI cloud demand. Customer prepayments reached $11.36 billion, increasing the funding available for Oracle’s cloud infrastructure commitments. Q1 revenue and backlog also surpassed expectations despite elevated infrastructure spending.

Key facts

Customer prepayments reached $11.36 billion in Q1. source
OCI growth in Q1 hit 121%. source

Impact estimates

metric	direction	stage	expected	basis
cash	positive	realized	—	Customer prepayments reached $11.36 billion in Q1.
liability	negative	realized	—	Customer prepayments reached $11.36 billion in Q1.
revenue	positive	realized	—	OCI growth in Q1 hit 121%.