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Oracle10-Q: Major contract win

Oracle's future revenue backlog (RPO) grew by $209B to $664B, fueled by major cloud contract wins.

What happened

The 46% YoY increase in Remaining Performance Obligations indicates Oracle is closing massive, long-term cloud deals, such as its ongoing partnership with TikTok.

Source

SEC EDGARSep 11, 2026

Quarterly report (Form 10-Q)

Oracle 10-Q

Filing excerpt

Remaining performance obligations were $664 billion and $455 billion as of August 31, 2026 and 2025, respectively. The increase in remaining performance obligations as of August 31, 2026 in comparison to August 31, 2025 was primarily attributable to certain significant cloud contracts that were entered into during the period.

sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htmRead the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Major contract win

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
08/31
Filed
Sep 11, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$664B (Total remaining performance obligations as of August 31, 2026)

Details

CIK
1341439
Accession number
0001193125-26-389274
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Scaling needs
Signal category
Revenue

Topics and mentions

Technologies

  • cloud

Vendors

  • Oracle
  • TikTok

Extraction

Confidence
High
Relevance
85%
Sentiment
Positive
Detected
Sep 15, 2026
signal_type
sec-10q
signal_subtype
majorContractWin

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/c9c8994f-bb19-40c6-8707-2698148d50c0 returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "c9c8994f-bb19-40c6-8707-2698148d50c0",
  "signal_type": "sec-10q",
  "signal_subtype": "majorContractWin",
  "detected_at": "2026-09-15T07:04:59.207+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "The 46% YoY increase in Remaining Performance Obligations indicates Oracle is closing massive, long-term cloud deals, such as its ongoing partnership with TikTok. This creates an urgent need to scale service delivery, customer onboarding, and support operations to fulfill these new commitments.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Total remaining performance obligations as of August 31, 2026",
      "dollar_millions": 664000
    },
    "summary": "Oracle's future revenue backlog (RPO) grew by $209B to $664B, fueled by major cloud contract wins.",
    "excerpts": "Remaining performance obligations were $664 billion and $455 billion as of August 31, 2026 and 2025, respectively. The increase in remaining performance obligations as of August 31, 2026 in comparison to August 31, 2025 was primarily attributable to certain significant cloud contracts that were entered into during the period.",
    "relevance": 0.85,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm",
    "filing_date": "2026-09-11",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "08/31",
    "sales_relevance": "Scaling needs",
    "signal_category": "revenue",
    "vendors_mentioned": [
      "Oracle",
      "TikTok"
    ],
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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