Cloud Wars Live with Bob Evans · 2026-06-11 · 5 min
In today's Cloud Wars Minute, I dive into Oracle's remarkable Q4 earnings report, where the company delivered results that exceeded expectations across the board. Highlights 00:02 - We had a monster Q4 report from Oracle yesterday, absolutely crushed their numbers for Q4, led by an astonishing leap in their backlog or remaining performance obligation (RPO) of $638 billion, That's an increase of 363%. And no, those are not misprints. 00:29 - RPO represents business that's fully contracted, not yet recognized as revenue, so it's pipeline backlog, as opposed to revenue, which has already been posted for what has happened in the past. So I wanted to quickly pop out a couple highlights here that go along with that. Just remarkable RPO growth, cloud revenue overall was up 47% to 9.9 billion. 00:56 - Within that, cloud applications grew 10% to 4.1 billion, and the big star of the company, now their cloud infrastructure business was up 93% to $5.8 billion.
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