Oracle Crushes Q4, Led by RPO Surge to $638B, +363%

Oracle Crushes Q4, Led by RPO Surge to $638B, +363%

From Cloud Wars Live with Bob Evans by Bob Evans

June 11, 2026 · 5 min · Episode 854

About this episode

Oracle reports significant growth in cloud revenue and RPO, indicating strong demand for its services.

Oracle delivers a blockbuster Q4 with cloud revenue up 47%, OCI soaring 93%, and a staggering $138 billion increase in RPO, signaling unprecedented demand for AI infrastructure and cloud services.

People in this episode

Host: Bob Evans

Topics covered

  • cloud revenue
  • AI infrastructure
  • Oracle
  • financial performance
  • technology trends

Keywords

  • Oracle
  • Q4
  • cloud revenue
  • OCI
  • AI infrastructure
  • RPO
  • financial results

Mentioned in this episode

Organizations: Oracle

Products: OCI, AI infrastructure, cloud services

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