Oracle!RPO/CapEx/"#$%&2025!9"!"#$???)*+,-./0123456789/:;<=>?@ABCDE6FGHAIJ/1%&'()*+,-./0RPO12345Miss

2.62%Miss

6.73%Miss

2.43%Miss

5.58%Miss

0.72%Beat

0.56%Miss

12.45%Beat

2.66%Beat

156.02%Miss

13.12%2!"#$%&

4–5

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FY26Q1)*+,-./RPO014,550234567+359.60%589:/;<9:1,7702340=?

Safra

Catz>?@ABC;DEFGHI6JKL(OpenAIMxAIMMeta)NOPQRSTUV234J'6=W

Oracle

8XYZU[\]^_`JabcEd_eJfS7ghKL=BijkJlmno5pq9rsN,lmSTUV234JtKL5RPO

YZuvw8x

5000

234=RPO!"#$?

FY26Q1!"#$85234567+269%5ey;<9:57234z!"#$?9rFY2026!"#$s8350234/{T|h125023405}~?y

GPU

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990

971800679

650

650626.94

612

623466412

387

372

38504AI%:;<!"#$"%&'()*/+,2345AI-.6OpenAI7xAI7Meta89:AI;<=>RPO?@ABCD??RPOE

4,550FGHIJK+359%1$"LMN

3,170

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Oracle

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24

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320

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4550

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FY23Q4

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FY24Q2

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1.9%Beat

2.5%Beat

0.2%Beat

7.0%Beat

1.6%Beat

1.0%Beat

0.1%Beat

1.5%Miss

1.1%Beat

11.5%Beat

1.9%Miss

0.2%Miss

0.2%Beat

2.3%Beat

4.6%Beat

1.2%Miss

1.1%Beat

2.0%Beat

15.7%Beat

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1.4%Beat

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0.7%Beat

6.0%Beat

6.8%Beat

5.1%Beat

1.4%Beat

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0.1%Beat

6.8%Beat

2.9%Beat

1.0%Beat

0.3%Beat

2.7%Beat

5.2%Beat

2.5%Beat

4.0%Beat

4.3%Beat

17.2%Beat

4.8%Beat

7.8%Beat

5.8%Beat

12.8%Beat

0.7%Beat

19.2%Beat

18.2%Beat

6.0%Beat

0.3%Beat

64.7%Beat

11.1%Beat

14.6%Beat

12.7%Beat

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26.4%Beat

14.4%Beat

20.5%Beat

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0.1%Beat

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0.7%Beat

3.4%Beat

1.2%Miss

0.2%Beat

2.3%Beat

11.7%Beat

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