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Safra Catz

Executive Vice Chair of the Board of Directors, Oracle Corporation

Search every verified Safra Catz interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Safra Catz, executive vice chair of Oracle, has participated in the company's quarterly earnings calls for the third quarter of fiscal year 2025, the fourth quarter of fiscal year 2025, and the first quarter of fiscal year 2026. During these calls, Catz reported record booking quarters and significant growth in remaining performance obligations (RPO). She stated that the company added $48 billion to its backlog in Q3 2025, bringing RPO to $130 billion, and that RPO reached $138 billion in Q4 2025. In Q1 2026, Catz reported that RPO topped $455 billion, a 359% increase year-over-year, and said that cloud RPO grew nearly 500%. Catz provided guidance on capital expenditures and revenue growth. She said in Q3 2025 that fiscal year 2025 capex would be around $16 billion, and in Q4 2025 she expected FY26 capex to be over $25 billion. In Q1 2026, Catz said she now expects FY26 capex to be around $35 billion. She raised Oracle's revenue guidance for fiscal year 2026 to over $67 billion, representing 16% growth, and stated that she expects total cloud revenue to grow over 40% in constant currency in FY26. Catz also projected that Oracle Cloud Infrastructure revenue will grow 77% to $18 billion in the current fiscal year and increase to $144 billion over the following four years, noting that much of this revenue is already booked in the RPO. She attributed the demand to customers seeking AI and database workloads, and said that supply is not meeting demand, with the company scheduling customers into the future.

Recent appearances

Verified interview transcripts

Notable quotes

“after one of the hacks one of the very significant hacks that I know impacted quite a few of you on one of the insurers they came to our Cloud because they realized there was simply no way they could defend themselves against what was going on out there and it's it's not only in the healthcare industry the utility industry the retail industry the Talos and the banks they've all moved in why because they simply cannot”

“We've enabled to regain five percentage points of revenue share. We've enabled to improve our NPS gap against our followers in 10 points. And most of all, we lead on return on assets with 10% points above the rest of the industry.”

“We made the decision in 18th, started to deploy it in May of 2020. Good news, bad news? The good news was it enabled people to work from home. It was the first quick benefit we picked up on that, which in May of 2020 was actually a very big deal for the company. Since then, we've put the systems in full deployment. It's reduced our labor by about 25% to 30%. It's helped us, obviously, streamline financial systems, re”

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