Oracle's RPO Growth Masks Declining Support Revenue
Eric Guyer
1 min read
February 2026
Wondering what Oracle’s soaring $half-trillion RPO means for on-premise customers?
The answer is more annual software support pain. The reported 1% YoY decline in license and support revenues means high-margin dollars are leaking out faster than new licenses are filling in. The neocloud growth story is utterly disconnected from Oracle’s legacy base otherwise.