Safra Catz

“Clearly, we had an amazing start to the year because Oracle has become the go-to place for AI workloads. We have signed significant cloud contracts with the who's who of AI, including OpenAI, xAI, Meta, NVIDIA, AMD, and many others.”

“As you can see, we had an excellent finish to an amazing year. With Q4 total revenue and EPS both exceeding my guidance. We are reporting our fiscal year-end results just eleven days after the last day of the quarter.”

“As you can see, this was our strongest booking quarter ever by a huge margin as we added $48 billion to our backlog. Our RPO balance is now $130 billion, up from $97 billion last quarter and up from $80 billion last year.”

“Before I go to our Q1 numbers, I thought I'd take a moment to review some of the things that you'll be hearing about over the next couple of days from Oracle.”

“Oracle's Q4 is typically when customers purchase large software licenses to support their operations, but this year, the focus shifted to our cloud services, which significantly drove our results.”