In brief
Oracle reports at 21:00 UTC tonight, after this edition went to press
Q1 FY2027 results come “Thursday, September 10th, after the close of the market,” with the call at “4:00 p.m. Central Time,” which is 21:00 UTC. No OCI growth figure and no RPO number exists yet; anything circulating now is a preview. The bar is last year’s Q1: OCI revenue of $3.3bn, up from a year earlier by 54 per cent, against total remaining performance obligations of $455bn, up 359 per cent on the same comparison.
What it changes If you read RPO as a proxy for committed AI compute demand, your number arrives tonight and not this morning. Note the call time is quoted in Central, not Eastern.
Primary source read
Oracle Sets the Date for its First Quarter Fiscal Year 2027 Earnings Announcement