Oracle ORCL is strengthening revenue visibility as surging AI cloud contracts expand its long-term revenue pipeline. In the first quarter of fiscal 2027, the company booked more than $30 billion of additional AI cloud contracts, lifting remaining performance obligations (RPO) to a record $664 billion, up $209 billion year over year. Management expects around half of its RPO to convert into sales over the next 36 months, creating a substantial multi-year revenue pipeline. The growing backlog is already translating into stronger results. Cloud Infrastructure revenues jumped 121% year over year to $7.4 billion in the fiscal first quarter.
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