MAAT INDEX

CLAIM #47391 · ORCL (ORCL) · 2025Q2 earnings call · Dec 9, 2024 · due Feb 28, 2025

So, we expect both capacity to come online for our customers, which it is. And so it will burn down some of our RPO, but we also simultaneously expect to sign a number of very large contracts to -- that will make our RPO number go up, too.

Safra Catz · CFO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
it will burn down some of our RPO, but we also simultaneously expect to sign a number of very large contracts to -- that will make our RPO number go up, too
Reported
we also burned down some of it through the quarter as capacity goes online

In context

red comments. Can you just talk about your line of sight in terms of capacity coming online, so that you all can recognize some of the revenue that's associated with the demand that you're seeing specifically around on the OCI side? Thanks. Safra Catz: Yes. So, the second half of this year is, and especially -- well, the second half, we're in it, is going to see a lot of capacity come online that we've been waiting for and that we've been working on. So, we expect that you're going to see that turning into revenues. This is -- everything is accelerating even more. And in addition, though, we also expect our RPO to start moving up the actual base RPO number, which is, of course, up 50% year-over-year. But the number itself, we expect it to spike in this quarter and for the end of the year. So, we expect both capacity to come online for our customers, which it is. And so it will burn down some of our RPO, but we also simultaneously expect to sign a number of very large contracts to -- that will make our RPO number go up, too. Operator: And your final question comes from the line of John DiFucci from Guggenheim Securities. Your line is open. John DiFucci: Thank you. Safra, you've shown us -- I'm going to switch gears a little bit and go down to the bottom line here versus the top line. You've shown us for years that Oracle is not going to do what I'll call empty business that you don't make good profit on. It's been a while, but you've previously said that OCI gross margins have improved consistently. You just mentioned it again in your prepared remarks. And I think the last time you actually threw out a number was a while ago, but it was in the low 30s for gross margins for OCI. And that was several quarters ago. Can you give us an update on the progress of that, especially given the massive growth you're seei

Verify independently

SEC filings for ORCL · Claim quote is verbatim from the 2025Q2 earnings call.