---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-199175"
form_type: "8-K"
ticker: "ORCL"
cik: "0001341439"
company_name: "ORACLE CORP"
filed_at: "2025-09-09T23:59:59+00:00"
generated_at: "2026-05-17T07:16:07.274075+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Oracle Q1 FY2026 RPO surges 359% to $455B; Cloud revenue up 28%; Dividend $0.50

## Summary
- RPO backlog hits $455B, up 359% YoY, driven by four multi-billion-dollar contracts in Q1.
- GAAP EPS $1.01 (-2% YoY); Non-GAAP EPS $1.47 (+6%). Revenue $14.9B (+12% YoY).
- Cloud revenue $7.2B (+28%): IaaS $3.3B (+55%), SaaS $3.8B (+11%). Fusion & NetSuite ERP each ~$1B.
- Cloud infra revenue forecast: $18B in FY26, growing to $144B in 5 years. MultiCloud DB revenue up 1,529%.
- Quarterly dividend $0.50/share, payable Oct 23 to holders of record Oct 9.

## SEC filing metadata
- accession: 0001193125-25-199175
- form_type: 8-K
- ticker: ORCL
- cik: 0001341439
- company_name: ORACLE CORP
- filed_at: 2025-09-09T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1341439/000119312525199175/0001193125-25-199175-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1341439/000119312525199175/orcl-20250909.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-199175
- JSON: https://secwatch.observer/filing/0001193125-25-199175.json
- Plain text: https://secwatch.observer/filing/0001193125-25-199175.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.