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Oracle10-Q: Backlog growth

Remaining performance obligations surge 324% to $552.6B, driven by major cloud contracts.

What happened

Oracle's backlog (remaining performance obligations) grew from $130.2B to $552.6B year-over-year, indicating massive demand and success in securing long-term cloud contracts. This growth validates their infrastructure investment strategy and points to a need for scaling service delivery and support capabilities.

Source

SEC EDGARMar 11, 2026

Quarterly report (Form 10-Q)

Oracle 10-Q

Filing excerpt

Remaining performance obligations were $552.6 billion and $130.2 billion as of February 28, 2026 and 2025, respectively. The increase in remaining performance obligations as of February 28, 2026 in comparison to February 28, 2025 was primarily attributable to certain significant cloud contracts that were entered into during the period.

sec.gov/Archives/edgar/data/1341439/000119312526101045/orcl-20260228.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Backlog growth

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

Fiscal year end
02/28
Filed
Mar 11, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$553B (Remaining performance obligations as of Feb 28, 2026)
Percent
324% (YoY increase in remaining performance obligations from $130.2B)

Details

CIK
1341439
Accession number
0001193125-26-101045
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Capacity/fulfillment needs
Signal category
Revenue

Topics and mentions

Technologies

  • cloud

Vendors

  • Oracle

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Mar 17, 2026
signal_type
sec-10q
signal_subtype
backlogGrowth

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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/da3faad9-b5d5-4745-aa37-670f7cc90c7b returns this record as JSON. POST /v1/companies/enrich returns every signal for oracle.com.

{
  "signal_id": "da3faad9-b5d5-4745-aa37-670f7cc90c7b",
  "signal_type": "sec-10q",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-03-17T06:47:11.993+00:00",
  "company": {
    "name": "Oracle",
    "domain": "oracle.com"
  },
  "data": {
    "detail": "Oracle's backlog (remaining performance obligations) grew from $130.2B to $552.6B year-over-year, indicating massive demand and success in securing long-term cloud contracts. This growth validates their infrastructure investment strategy and points to a need for scaling service delivery and support capabilities.",
    "metrics": {
      "pct": 3.24,
      "timeframe": "current_quarter",
      "pct_context": "YoY increase in remaining performance obligations from $130.2B",
      "dollar_context": "Remaining performance obligations as of Feb 28, 2026",
      "dollar_millions": 552600
    },
    "summary": "Remaining performance obligations surge 324% to $552.6B, driven by major cloud contracts.",
    "excerpts": "Remaining performance obligations were $552.6 billion and $130.2 billion as of February 28, 2026 and 2025, respectively. The increase in remaining performance obligations as of February 28, 2026 in comparison to February 28, 2025 was primarily attributable to certain significant cloud contracts that were entered into during the period.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1341439/000119312526101045/orcl-20260228.htm",
    "filing_date": "2026-03-11",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "02/28",
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue",
    "vendors_mentioned": [
      "Oracle"
    ],
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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