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Oracle Q1 Stunner: RPO Explodes By 359% to $455 Billion; World's Hottest Hyperscaler!!!
In today's Cloud Wars Minute, I discuss Oracle's amazing Q1 results.
Highlights
00:17 — Oracle yesterday released its fiscal Q1 results for the quarter ended August 31. And while its revenue figures for those three months were nice, the killer here was its RPO: remaining performance obligation. Oracle reported remaining performance obligation up 359% to $455 billion.
01:24 — Microsoft's cloud revenue is almost seven times bigger than Oracle's. Who's winning the most business out into the future? Several weeks ago, Microsoft reported its RPO was up 37% to an astonishing $368 billion, the…
The skinny
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