Oracle Q1 FY25: $99b in #RPOs. Wow
• RPO +53% Y/Y to $99B.
CEO Safra Catz:
"That strong contract backlog will increase revenue growth throughout FY25. But the biggest news of all was signing a MultiCloud agreement with AWS."
• Revenue +7% Y/Y to $13.3B ($60M beat).
• Non-GAAP EPS $1.39 ($0.06 beat).
• Dividend $0.40/share (unchanged).
Cloud revenue +21% Y/Y to $5.6B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +45% Y/Y to $2.2B.
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