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Oracle Cloud Revenue Doubles as Debt Burden Expands

By Stocks Desk · 2026-09-10 · Updated 2026-09-10 23:04 UTC
A sleek, modern server rack standing alone in a minimalist data center environment.
Illustration: Tradingbird

Oracle exceeded quarterly estimates with a 62% surge in cloud revenue, driven by a massive influx of $30 billion in new AI contracts and record-high future commitments. Despite raising long-term earnings guidance, the company faces scrutiny over its expanding debt burden and negative free cash flow as it scales data center capacity.

  • According to GN technics/cloud (en-US), Oracle secured over $30 billion in new AI cloud contracts this quarter, driving remaining performance obligations to a record $664 billion. The company also revealed it has shipped more than 300,000 GPUs to customers since May and raised its fiscal 2027 EPS guidance to $8.10.

    Source: GN technics/cloud (en-US)

  • Oracle beat quarterly estimates with a 62% surge in cloud revenue, driven by AI infrastructure demand. However, the company faces mounting debt and negative free cash flow as it scales data center capacity.

    Source: GN markets/earnings (en-US)
Based on reporting by GN markets/earnings (en-US) and GN technics/cloud (en-US), compiled by the Tradingbird desk.

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