Twenty-five years ago, a young reporter with nothing but curiosity and an ink-stained notebook, I stepped onto Oracle’s Silicon Valley grounds. The campus unfolded like a vision caught between dream and memory: towers of emerald glass glimmered beside a lake so still it might have been a fragment of some forgotten fairy tale. I remember thinking: here is the future, crystallized and awaiting its own destiny.
Time, as it tends to do, has shifted the stage to Texas. Yet Oracle’s essence-the pulse of innovation-now beats with an almost imperious immediacy.
The titans of the 1990s tech era have often faded like morning mist-acquired, obsolescent, or simply eclipsed by swifter competitors. Oracle, however, has remained, rising as the tide lifts all ships. Its stock has surged 79% year-to-date, leaping nearly 39% in a single day this September.
How did this old giant, this emerald sentinel, breathe such renewed vigor?
On September 9, as the market slumbered, Oracle unveiled its fiscal first-quarter results, and the figures sang like water over polished stones. Not back-office drudgery but the ethereal promise of the cloud now steers its fortunes.
A burgeoning backlog
Yet it was not the revenue of $14.9 billion, nor the earnings of $1.47 per share, that sent the market’s heart racing. Indeed, they barely brushed against Wall Street’s expectations. No-the market was seized by the weight of unseen promise, the enormous backlog, a river swelling behind its dam, hinting at inevitabilities to come.
Oracle forecasts cloud infrastructure revenue to swell 77% this year, reaching $18 billion. Contracts worth billions were inked with three customers in the quarter, and the company’s remaining performance obligations-the shadow of future revenue-soared to $455 billion, a leap of 359%. One could almost hear the distant murmur of fortune, patient yet insistent.
Multibillion-dollar customers
“Demand continues to build,” CEO Safra Katz noted, her voice almost a whisper against the backdrop of these surging numbers. The language of the markets is often hyperbolic, yet here restraint seemed apt; the reality dwarfed exaggeration. Revenue derived from alliances with Microsoft, Alphabet, and Amazon leapt over 1,500% in this single quarter. Larry Ellison, Oracle’s architect and legend, revealed plans to deliver 37 new data centers to these giants, raising the total to 71, a latticework of digital fortresses.
Pure gold
Ellison’s personal fortune, like some rare mineral unearthed, surged $90 billion, now glinting at $380 billion-just behind the world’s richest. Once, he rewarded his sales force with literal gold coins, an audacious gesture that rewarded cunning, resilience, and the quiet art of eclipsing competitors. Sybase, Informix-once contenders-faded or were absorbed. Oracle’s gold now lies not in coins but in the enduring sheen of shareholder value.
And so the river flows, inexorably, carrying those attuned to its currents along its crystalline arc, promising both reward and the quiet thrill of witnessing something inevitable yet profoundly alive. 🌿
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2025-09-14 13:52