Oracle FY3Q26 Results: Cloud Growth Accelerates as AI Contracts Expand RPO

Oracle's FY3Q26 results demonstrate continued execution across cloud infrastructure, database, and enterprise applications as organizations invest in AI use cases and initiatives. Total revenue reached $17.2 billion, whereas cloud revenue grew 44% to $8.91 billion, driven by Oracle Cloud Infrastructure's (OCI) expansion and steady SaaS performance. The quarter highlighted strong adoption of multicloud database services, embedded AI capabilities across Fusion Cloud applications, and industry-specific cloud solutions. Remaining performance obligations (RPO) totaled $553 billion, reflecting substantial demand for Oracle's AI and cloud offerings. Overall, FY3Q26 underscores Oracle's strategy of integrating AI across its infrastructure, data, and applications to support enterprise application modernization, cloud growth, and agentic AI demand.