“We expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years.”
Said Sep 9, 2025Deadline May 31, 2030Oracle Q1 FY2026 earnings press release (SEC Form 8-K), September 9, 2025
The FY2026 waypoint looks roughly on track: quarterly IaaS revenue ran $3.3B, $4.1B and $4.9B in Q1–Q3 FY26, with Q1 FY27 IaaS up 121% year-over-year. The $144 billion FY2030 figure resolves in May 2030.