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Oracle CFO Safra Catz highlights inclusion of supplemental financial metrics in written press release
Tuesday, March 10, 2026 at 10:18 PM
Oracle CFO Safra Catz noted that supplemental financial metrics usually shared during the earnings call were instead provided in writing within the press release to ensure transparency.
Context
During the Oracle fiscal 2026 first-quarter earnings call on September 9, 2025, CEO Safra Catz introduced a strategic change to the company’s reporting process. Catz explicitly stated that the firm had laid out supplemental financial metrics in the written press release to provide investors with information in advance, rather than reciting them during the call. This shift emphasizes the massive scale of Oracle's current growth, particularly as Total Remaining Performance Obligations (RPO) surged 359% year-over-year to a record $455 billion.
This transparency matters as Oracle undergoes a rapid transition into an AI-driven cloud powerhouse. The company reported Q1 total revenue of $14.9 billion, with Cloud Infrastructure (IaaS) revenue growing 55% to $3.3 billion. By providing these metrics in writing, management aims to focus investor attention on the long-term upward revision of its financial plan, which now projects Cloud Infrastructure revenue to reach $144 billion within the next five years.
Sources (7)
Oracle - Oracle Announces Fiscal 2025 First Quarter Financial Results
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