The filing does not identify the mystery customer. However, on Oracle’s Q4 2025 earnings call founder Larry Ellison mentioned a new customer which “said we'll take all the capacity you have wherever it is. It could be in Europe, could be in Asia, we'll just take everything."

Oracle Corp. said on Monday it has signed a cloud services deal that it expects to contribute over $30 billion in annual revenue starting in the fiscal year 2028. In a regulatory filing, Oracle Chief Executive Officer Safra Catz said revenue from Oracle’s namesake database that runs on other clouds continues to grow more than 100%.

Oracle Corp. today disclosed that it has won a cloud contract worth more than $30 billion annually. Shares of the company jumped almost 9% on the news at one point. It ended the trading session up 4%.