Oracle surges as future contracts pile up
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 10 September 2025
⏱️ 6 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | It's so good to be with you on this Wednesday, September 10th. I'm Julie Morgan. |
| 0:13.6 | An earnings miss doesn't seem to matter for Oracle, a big IPO debut for Clarna, and a federal judge says Lisa Cook can stay. |
| 0:23.7 | Let's start off with Oracle. |
| 0:25.7 | Oracle is 29% higher in pre-market trading. |
| 0:29.7 | The IT giant reported a massive surge in remaining performance obligations that overshadowed, |
| 0:35.7 | weaker than expected fiscal first quarter results. |
| 0:38.7 | For the period ending August 31st, Oracle earned and adjusted $1.47 cents per share on $14.93 billion |
| 0:46.7 | in revenue. Analysts expected the company to earn $1.48 cents per share on $15.03 billion in revenue. But overshadowing those results |
| 0:57.3 | was a massive 359% surge in total remaining performance obligations during the period |
| 1:04.4 | to $455 billion. Oracle CEO said they signed four multi-billion-dollar contracts with three different customers in Q1. |
| 1:14.0 | He went on to say that over the next few months, they expect to sign up several additional multi-billion-dollar customers, |
| 1:20.8 | an RPO is likely to exceed half a trillion dollars. |
| 1:24.6 | Oracle's chairman and CTO Larry Ellison said multi-cloud database revenue from |
| 1:29.8 | Amazon, Google, and Microsoft grew at 1,529% in the period. Clarna has priced its initial public |
| 1:39.4 | offering at $40 per share, well above his expected range of $35 to $37 a share. |
| 1:46.2 | This values the buy-now pay later financing firm at $15.1 billion. |
| 1:51.3 | However, $15.1 billion is still well below Klarna's peak valuation of over $45 billion back in 2021, |
| 1:59.4 | when the service grew in popularity during the COVID-19 pandemic. |
| 2:03.6 | The company and some of its existing investors sold around 34.3 million shares raising |
| 2:09.3 | $1.37 billion in its U.S. IPO. Its shares are expected to start trading on the New York Stock Exchange |
| 2:17.0 | today under the ticker KLAR. |
... |
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