Safra Catz quote, Mar 10, 2025

CEO, Oracle · Mar 10, 2025 · Earnings, Oracle Q3 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)

We have now signed cloud agreements with several world leading technology companies including: OpenAI, xAI, Meta, NVIDIA and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle’s overall revenue in our next fiscal year beginning this June.

Primary source

Words found on the source page on Sep 25, 2026.

More from Safra Catz

Date	Quote	Context	Source
Sep 9, 2025	Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars.Sep 9, 2025· Earnings	EarningsOracle Q1 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Jun 11, 2025	Cloud Infrastructure growth rate is expected to increase from 50% in FY25 to over 70% in FY26. And RPO is likely to grow more than 100% in FY26.Jun 11, 2025· Earnings	EarningsOracle Q4 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Dec 9, 2024	With our remaining performance obligation (RPO) up 50% to $97 billion, we believe our already impressive growth rates will continue to climb even higher. This fiscal year, total Oracle Cloud revenue should top $25 billion.Dec 9, 2024· Earnings	EarningsOracle Q2 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)	Source
Dec 11, 2023	Demand for our Cloud Infrastructure and Generative AI services is increasing at an astronomical rate...Dec 11, 2023· Earnings	EarningsOracle Q2 FY24 earnings release (SEC Form 8-K, Exhibit 99.1)	Source

Date	Quote	Context	Source
Sep 19, 2026	I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics.Nathan LambertSep 19, 2026· Post	PostWhy I still haven't bought into true RSI	Source
Sep 10, 2026	But in my view, the net effect of the last decade of “Doomer” talk (Coxon appears to be a card-carrying member of that party) has been to make the Frontier AI companies wealthier and more powerful.Gary MarcusSep 10, 2026· Post	PostNo, Anderson Cooper, AI is not going to kill us all	Source
Sep 10, 2026	Everytime they scream that AI is going to kill us all, VCs toss in billions more.Gary MarcusSep 10, 2026· Post	PostNo, Anderson Cooper, AI is not going to kill us all	Source
Jul 9, 2026	The narrow problem with that is that fiber construction was far ahead of demand, where AI compute construction is far behind demand, though, as above, we don’t know what that supply/demand balance will look like in the future.Benedict EvansJul 9, 2026· Essay	EssayWays to think about token pricing	Source
Jun 24, 2026	If you really like the ROIC [Return on Invested Capital] of a business, you want the ‘C’ to be as high as possible. It's not speculative...Matt GarmanJun 24, 2026· Statement	StatementAWS CEO Matt Garman on why enterprise AI is finally delivering real returns (Platformer podcast)	Source
May 31, 2026	AI is entering a new era, and the countries that build the infrastructure for this transformation will shape the future of technology, industry and society...Masayoshi SonMay 31, 2026· Statement	StatementSoftBank Group to Build 5 GW of AI Data Center Capacity in France (SoftBank press release)	Source

About this quote

Said by: Safra Catz, CEO, Oracle
Where: Oracle Q3 FY25 earnings release (SEC Form 8-K, Exhibit 99.1)
Topics: Cloud, Investment
Company: Oracle
Source: sec.gov/Archives/edgar/data/1341439/000095017025036295/orcl-ex99_1.htm

A quote is one moment, not the whole argument. Read it in context at the source.

Sources: the primary source linked on each quote, checked weekly. A quote is one moment; read the source. Logos via logo.dev; trademarks belong to their owners.

More from Safra Catz

On the same topics

New quotes by email