Group 1 - Oracle reported quarterly earnings of $1.70 per share, exceeding the Zacks Consensus Estimate of $1.64 per share, and up from $1.63 per share a year ago, representing an earnings surprise of 3.66% [1] - The company posted revenues of $15.9 billion for the quarter ended May 2025, surpassing the Zacks Consensus Estimate by 2.31%, compared to $14.29 billion in the same quarter last year [2] - Oracle shares have increased approximately 6.5% since the beginning of the year, outperforming the S&P 500's gain of 2.7% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $1.47 on revenues of $14.99 billion, and for the current fiscal year, it is $6.64 on revenues of $65.15 billion [7] - The Zacks Industry Rank for Computer - Software is currently in the top 13% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

甲骨文（Oracle）周三盘后公布财报显示，该公司第四财季业绩超预期，虽然云基建略微逊于预期，但 管理层预计2026财年云基础设施营收预计将增长超过70%，同时资本支出继上年猛增三倍后，新财年将 继续增至250亿美元。甲骨文股价盘后一度跌约3%，随后一度转涨8%。 以下是甲骨文第四财季财报要点： 主要财务数据： 第四财季营收：甲骨文第四财季营收159.0亿美元，同比增长11%，分析师预期155.9亿美元。 云业务数据： 第四财季云基础设施营收：甲骨文第四财季云基础设施营收（IAAS）为30亿美元，同比飙升52%，分 析师预期30.7亿美元。 第四财季整体云收入：甲骨文第四财季整体云收入（IaaS加上SaaS）同比增长27%，达到67亿美元，占 总营收的42% 首席执行官Safra Catz在分析师电话会议上表示，2026财年云基础设施营收预计将增长超过70%，相比 之下本季度增幅为52%。她还预测公司2026财年营收将超过670亿美元，而分析师预期为651.8亿美元。 对于2026财年第一季度，公司预计调整后每股收益将在1.46至1.50美元之间，营收增长在12%至14%之 间，分析师预期为每股1.48美元。 ...

Financial Data and Key Metrics Changes - In Q4, total revenue was $15.9 billion, up 11% year-over-year, with operating income growing 7% [12][14] - Non-GAAP EPS was $1.70, while GAAP EPS was $1.19 [12] - For the full fiscal year, total revenue reached $57.4 billion, up 9% [14] - Remaining performance obligations (RPO) stood at $138 billion, up 41% year-over-year [14][18] Business Line Data and Key Metrics Changes - Total cloud revenue (SaaS + IaaS) was $6.7 billion, up 27% [10] - SaaS revenue was $3.7 billion, up 11% [12] - IaaS revenue was $3 billion, up 52% [10] - Cloud database services revenue was up 31%, with annualized revenue of $2.6 billion [11] Market Data and Key Metrics Changes - OCI consumption revenue increased by 62%, indicating strong demand [10] - The infrastructure cloud services now have an annualized revenue of nearly $12 billion [10] - Total application subscription revenue grew by 7% [14] Company Strategy and Development Direction - The company is focusing on cloud applications and infrastructure, with expectations for cloud applications growth to accelerate [7][9] - Oracle aims to be the number one cloud database and applications company, emphasizing the integration of AI capabilities into its offerings [21][24] - The company plans to build more cloud infrastructure data centers than its competitors combined [22][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in exceeding revenue growth targets for FY 2026, with total revenue expected to be at least $67 billion, up 16% [18] - The demand for cloud services is outpacing supply, leading to a backlog of orders [40][56] - Management highlighted the importance of AI in driving future growth, particularly in database services [30][70] Other Important Information - The company repurchased over 1 million shares for $150 million and declared a quarterly dividend of $0.50 per share [17] - CapEx for FY 2026 is expected to exceed $25 billion to meet demand [15][56] Q&A Session Summary Question: Can you provide insights into the AI business and its profitability? - Management emphasized that Oracle has access to valuable data, enabling it to leverage AI effectively, which is a key driver for database growth [30][34] Question: Is Stargate part of the expected growth in IaaS revenue? - Management indicated that Stargate is still in formation, but partnerships related to it will contribute to revenue growth [39][48] Question: What is the outlook for CapEx and its impact on revenue? - Management explained that increased CapEx is primarily for data center equipment to meet high demand, with expectations that it may exceed $25 billion [54][56] Question: How is the cloud database business performing? - Management reported strong growth in database support and licensing, with significant migration from on-premise to cloud [68][70] Question: What is the strategy for applications amidst strong OCI growth? - Management highlighted the integrated nature of Oracle's applications, which are designed to work together seamlessly, attracting customers to choose Oracle for their enterprise needs [80][84]

Financial Data and Key Metrics Changes - In Q4, total revenue was $15.9 billion, up 11% year-over-year, with operating income growing 7% [12][14] - Non-GAAP EPS was $1.70, while GAAP EPS was $1.19 [12] - For the full fiscal year, total revenue reached $57.4 billion, up 9%, with total cloud services and license support revenue at $44 billion, up 12% [14] Business Line Data and Key Metrics Changes - Total cloud revenue (SaaS + IaaS) increased by 27% to $6.7 billion, with IaaS revenue up 52% [10][14] - SaaS revenue was $3.7 billion, up 11%, while application subscription revenues grew 8% to $5 billion [12] - Cloud database services revenue rose 31%, with annualized revenue now at $2.6 billion [11] Market Data and Key Metrics Changes - Remaining performance obligations (RPO) reached $138 billion, up 41% year-over-year, with cloud RPO growing 56% [14] - OCI consumption revenue surged 62%, indicating strong demand that continues to outstrip supply [10] Company Strategy and Development Direction - The company is focused on becoming the leading cloud database and applications provider, emphasizing the integration of AI capabilities into its offerings [20][22] - Future revenue guidance for fiscal year 2026 is set at over $67 billion, reflecting a 16% increase, with cloud revenue expected to grow over 40% [17][19] - The company plans to increase capital expenditures to over $25 billion to meet demand, indicating a strong commitment to expanding infrastructure [15][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the acceleration of revenue growth driven by cloud applications and infrastructure, particularly in AI and autonomous database services [6][17] - The company anticipates significant growth in multi-cloud strategies and partnerships, enhancing its competitive position [45][46] Other Important Information - The company repurchased over 1 million shares for $150 million and declared a quarterly dividend of $0.50 per share [16] - Operating cash flow for Q4 was $6.2 billion, while free cash flow was negative $2.9 billion due to high capital expenditures [15] Q&A Session Summary Question: Insights on AI business durability and profitability - Management highlighted that Oracle possesses a significant amount of valuable data, which is crucial for AI applications, positioning the company as a key enabler for enterprises to leverage their data with AI models [29][30] Question: Clarification on Stargate's impact on growth - Management indicated that Stargate is still in formation, but partnerships related to it will contribute to revenue growth, with a strong pipeline of demand already established [40][41] Question: CapEx spending and its impact on revenue - Management explained that the increased CapEx is primarily for equipment to expand data center capacity, driven by unprecedented demand [54][56] Question: Customer migration to cloud databases - Management noted that the database business is thriving, with significant growth in cloud migration as customers seek to leverage AI capabilities [68][70] Question: Applications growth amidst cloud focus - Management emphasized that the applications segment is strong, with strategic SaaS products gaining traction as customers transition to cloud-based solutions [75][84]

智通财经6月12日电，甲骨文与Temu签署巨额云合同。 ...

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甲骨文：预计2026财年资本开支超过250亿美元。 ...

Here's our initial take on Oracle's (ORCL -0.64%) fiscal 2025 fourth-quarter financial report.Key MetricsMetricQ4 FY24Q4 FY25Changevs. ExpectationsRevenue$14.3 billion$15.9 billion+11%BeatEarnings per share (adjusted)$1.63$1.70+4%BeatCloud infrastructure revenue$2.0 billion$3.0 billion+52%n/aCloud application revenue$3.3 billion$3.7 billion+12%n/aCloud Infrastructure SoarsOracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company se ...

From left, former Fox Corp Executive Chairman Rupert Murdoch and Larry Ellison, Oracle's co-founder, chief technology officer and executive chairman, listen as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington on Feb. 3, 2025.Oracle shares rose about 8% in extended trading on Wednesday after the software maker reported results that exceeded Wall Street estimates and signaled that cloud growth is accelerating.Here's how the company did in comparison with LSEG ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...