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Oracle forecast $225 billion in 2030 sales, and its shares jumped 11%. S&P rates its debt one step above junk.

Oracle told investors on 28 October that it expects revenue of $225 billion in fiscal 2030, CNBC reported.

ERP LEADERS news desk · · First reported by CNBC · Edition no. 52
Photo: King of Hearts/Wikimedia, CC BY-SA 3.0 · original

That implies 35% average annual growth. Its shares rose 11% that day.

Oracle said it will limit additional funding through fiscal 2030 to $20 billion. Half will come from new shares and half from debt. In a filing, it said vendor financing, customer-provided hardware and customer prepayments should reduce its upfront cash needs.

Before the investor day, Oracle had lost about a third of its value this year. It has issued $117 billion in long-term debt. S&P, a credit rating agency, rates it BBB-, the lowest investment grade.

Free cash flow is the cash left after running costs and investment. Oracle expects it to turn positive in the second half of fiscal 2028. Analysts expect negative free cash flow of $35 billion this fiscal year, according to data provider FactSet.

Part of the plan rests on customers. Their prepayments and the hardware they provide are named in Oracle's own filing as ways to cut its cash needs.

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Our file on Oracle

  1. 30 OctFiled later

    Oracle's co-CEO says 'up to' figures in data-centre press releases mean nothing. Separately, diginomica reported a power delay at Oracle's Wisconsin site.

  2. 30 OctFiled later

    Oracle said it will add AI usage charges to its subscriptions. CFOs must budget for work as well as users.

  3. 29 OctFiled later

    IHG's lawyers approved an Oracle AI agent that books job interviews. One that matches applicants to jobs drew questions.

  4. 28 Oct

    Oracle's NetSuite says 13,000-plus customers already use its AI through Claude or ChatGPT. Its own assistant is only now reaching Britain.

  5. 27 Oct

    Oracle released 25 AI apps, including one that helps reconcile accounting entries. Its announcement named no price.

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