Oracle’s $30B Cloud Deal Marks Historic Growth Shift

Highlights


00:03 — Oracle shares jumped 4% following news
that the company is poised to sign a massive cloud deal expected
to generate $30 billion annually, starting in fiscal year 2028.
It's a potential game-changer for the company's revenue and
growth. The announcement of the deal has already been filed with
the Securities and Exchange Commission.


00:31 — Oracle's cloud business has received a
substantial boost of late. Last year, my colleague Bob Evans
highlighted a significant milestone that was Oracle's cloud
revenue surpassing its license revenue for the first time. Since
then, as per the fiscal year 2025, cloud revenue has surged to
$6.7 billion marking a remarkable 27% year over year increase.


01:01 — The challenge now will be managing
future investments in preparation for such an opportunity in the
rapidly evolving technology and business climates. 2028 is still
a long way off, and Oracle will need to ramp up operations
strategically. I have full confidence in the Catz/Ellison Dream
Team's ability to handle it and to handle such a major push for
its cloud business.


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