Oracle posted strong cloud revenue growth in Q3 2025, but it missed overall revenue and earnings estimates.Database software and cloud services specialist Oracle (ORCL -4.11%) reported fiscal 2025 third-quarter financial results on Monday, March 10, that fell short of analysts' consensus expectations. With an adjusted EPS of $1.47 and revenue of $14.13 billion, both figures were slightly below estimates of $1.49 and $14.38 billion, respectively. Overall, the quarter highlighted strong strides in cloud segme ...

Larry Ellison, chairman and co-founder of Oracle Corp., speaks during the Oracle OpenWorld 2017 conference in San Francisco on Oct. 1, 2017.Oracle issued quarterly results on Monday that trailed analysts' estimates, but the company offered bullish comments on its cloud infrastructure segment.Here is how Oracle did compared to LSEG consensus:Earnings per share: $1.47 adjusted vs. $1.49 expectedRevenue: $14.13 billion vs. $14.39 billion expectedRevenue increased 6% from $13.3 billion in the same period last y ...

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Revenue Growth - Total quarterly revenues rose by 6% year-over-year to $14.1 billion[2] - Cloud services and license support revenues grew by 10% year-over-year to $11.0 billion[2] - Total revenues for Q3 fiscal 2025 reached $14.1 billion, a 6% increase compared to $13.2 billion in Q3 fiscal 2024[15] - Total revenues for the nine months ended February 28, 2025, were $41.496 billion, representing a 7% increase compared to $38.607 billion for the same period in 2024[23] - Total revenues for fiscal 2024 reached $53.41 billion, with a year-over-year growth of 12%[37] - The company anticipates continued growth in cloud services, projecting a revenue increase of 24% for the upcoming fiscal year[36] - The total revenue growth rate for fiscal 2025 is expected to be around 8%[36] Profitability - GAAP net income reached $2.9 billion, up 22% year-over-year[3] - Non-GAAP operating income increased by 7% year-over-year to $6.2 billion[3] - Operating income for Q3 fiscal 2025 was $4.35 billion, reflecting a 16% increase from $3.75 billion in the same quarter last year[15] - Net income for Q3 fiscal 2025 was $2.93 billion, up 22% from $2.40 billion in Q3 fiscal 2024[15] - Net income for the nine months ended February 28, 2025, was $9.016 billion, reflecting a 23% increase from $7.303 billion in the same period in 2024[23] - Diluted earnings per share for Q3 fiscal 2025 were $1.02, representing a 20% increase compared to $0.85 in Q3 fiscal 2024[15] - Diluted earnings per share for the nine months ended February 28, 2025, were $3.15, up 21% from $2.60 in the same period in 2024[23] Cloud Services Performance - Cloud Infrastructure (IaaS) revenue surged by 49% year-over-year to $2.7 billion[6] - Cloud services and license support revenues for the nine months ended February 28, 2025, were $32.33 billion, accounting for 78% of total revenues, an 11% increase year-over-year[20] - The company reported a 25% growth rate in cloud services for the fiscal year, indicating strong demand in this segment[36] - Constant currency revenue growth rates for cloud services were reported at 24%, indicating robust performance excluding foreign exchange impacts[38] Expenses and Investments - Total operating expenses for the nine months ended February 28, 2025, were $28.93 billion, a 3% increase from $28.01 billion in the prior year[20] - Research and development expenses for Q3 fiscal 2025 were $675 million, a 15% increase from $584 million in Q3 fiscal 2024[16] - Total stock-based compensation for Q3 fiscal 2025 was $1.19 billion, reflecting a 14% increase from $1.04 billion in Q3 fiscal 2024[16] - Capital expenditures rose significantly to $12,135 million, compared to $4,068 million in the previous year, indicating a focus on expansion and investment[31] Cash Flow and Liquidity - Net cash provided by operating activities increased to $14,664 million, up 16.5% from $12,592 million year-over-year[31] - Free cash flow for the trailing four quarters was reported at $11,270 million, reflecting a 19% growth compared to the previous year[33] - GAAP operating cash flow for Q3 Fiscal 2025 was $20,740 million, showing a 14% increase year-over-year[33] - The percentage of free cash flow as a percentage of net income was 48% for Q3 Fiscal 2025, down from previous quarters, suggesting a need for monitoring cash generation efficiency[33] - The company experienced a net increase in cash and cash equivalents to $17,406 million at the end of the period, compared to $9,481 million at the end of the previous year[31] Tax and Liabilities - The effective GAAP tax rate for Q3 fiscal 2025 was 14.9%, compared to 16.2% in Q3 fiscal 2024[16] - The effective GAAP tax rate for the first nine months of fiscal 2025 was 9.9%, compared to 8.0% for the same period in fiscal 2024[25] - Total liabilities decreased to $144.117 billion as of February 28, 2025, compared to $131.737 billion as of May 31, 2024[29] Stockholder Returns - A quarterly cash dividend of $0.50 per share was declared, reflecting a 25% increase[5] - Payments for dividends to stockholders totaled $3,340 million, slightly up from $3,289 million in the previous year, reflecting a commitment to returning value to shareholders[31] Non-GAAP Measures - The company utilizes non-GAAP financial measures to provide a clearer understanding of its financial performance, excluding stock-based compensation and acquisition-related expenses[41] - Stock-based compensation expenses are excluded from non-GAAP measures, although they are considered a key incentive for employees and will recur in future periods[41] - Amortization of intangible assets is excluded from non-GAAP measures due to its inconsistent nature and impact from acquisitions, which will also recur in future periods[42] - Acquisition-related expenses include personnel costs and business combination adjustments, which are excluded from non-GAAP measures to provide clarity on operating expenses[43] - Restructuring expenses, such as employee severance, are also excluded from non-GAAP measures to help investors understand their impact on total operating expenses[43]

Core Insights - Oracle Corporation reported strong fiscal Q3 2025 results, with total remaining performance obligations (RPO) increasing by 62% year-over-year to $130 billion, indicating robust future revenue potential [1][4][10] - Total quarterly revenues rose by 6% year-over-year to $14.1 billion, driven primarily by cloud services and license support revenues, which increased by 10% to $11.0 billion [1][10] - The company anticipates a 15% revenue growth in the next fiscal year, supported by a significant sales backlog and new cloud agreements with major technology firms [4] Financial Performance - Q3 GAAP operating income was $4.4 billion, with a non-GAAP operating income of $6.2 billion, reflecting a 7% increase in non-GAAP terms [2][10] - GAAP net income reached $2.9 billion, up 22% year-over-year, while non-GAAP net income was $4.2 billion, up 6% [2][10] - Earnings per share (EPS) increased to $1.02 (GAAP) and $1.47 (non-GAAP), marking a 20% and 4% rise respectively [2][10] Cash Flow and Deferred Revenues - Short-term deferred revenues stood at $9.0 billion, with operating cash flow for the last twelve months totaling $20.7 billion and free cash flow at $5.8 billion [3][10] - The company reported a significant increase in cash and cash equivalents, ending the period with $17.4 billion, up from $10.5 billion [24] Cloud Services Growth - Cloud services revenue (IaaS and SaaS) reached $6.2 billion, up 23% year-over-year, with cloud infrastructure revenue growing by 49% [10] - The demand for AI-related services is surging, with GPU consumption for AI training increasing by 244% over the past year [4] Dividend Announcement - Oracle's Board of Directors declared a quarterly cash dividend of $0.50 per share, a 25% increase from the previous dividend of $0.40, to be paid on April 23, 2025 [4]

Oracle Corp ORCL will be reporting its third-quarter earnings on Monday. Wall Street expects $1.49 in EPS and $14.39 billion in revenues as the company reports after market hours.The stock is up 29.73% over the past year, down 10.82% year-to-date.Let’s look at what the charts indicate for Oracle stock and how the stock currently maps against Wall Street estimates.Read Also: Oracle Q3 Earnings Preview: ‘Some Positive Signs And Good Risk/Reward’ Ahead Of PrintORCL Stock Strongly Bearish Ahead Of Q3 Earnings C ...

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Financial Results - Oracle Corporation is set to release its third-quarter financial results on March 10, with analysts expecting earnings of $1.49 per share, an increase from $1.41 per share in the same period last year [1] - The projected quarterly revenue is $14.4 billion, compared to $13.28 billion a year earlier [1] Product Developments - At the Oracle Customer Edge Summit, the company announced new AI agent features integrated into the Oracle Textura Payment Management Cloud Service [2] - Oracle shares increased by 2.8%, closing at $155.16 on the previous Friday [2] Analyst Ratings - Guggenheim analyst John Difucci has a Buy rating with a price target of $220, while JMP Securities analyst Patrick Walravens has a Market Outperform rating with a price target of $205 [4] - Cantor Fitzgerald analyst Thomas Blakey initiated coverage with an Overweight rating and a price target of $214 [4] - Citigroup analyst Tyler Radke maintained a Neutral rating, raising the price target from $157 to $194, and UBS analyst Karl Keirstead maintained a Buy rating, increasing the price target from $200 to $210 [4]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Oracle's Federal Electronic Health Record experienced a nation-wide outage on Tuesday, the Department of Veterans Affairs confirmed to CNBC.The agency said "all users" of the company's Federal EHR, including the VA, the Department of Defense, the U.S. Coast Guard and the National Oceanic and Atmospheric Administration, were impacted. Six VA medical centers, 26 community clinics, and remote VA sites experienced disruptions, the agency said. "Affected VA medical facilities followed standard contingency proced ...