Financial Performance - Oracle's fourth-quarter earnings per share beat estimates by $0.06, coming in at $1.70 [1] - Oracle's fourth-quarter adjusted revenue reached $15.9 billion, surpassing analysts' expectations of $15.6 billion [1] - Oracle's cloud business grew 24% in fiscal year 25 and is expected to grow over 40% in the coming year [10] - Oracle's cloud infrastructure grew 50% in the last year and is projected to grow over 70% [10] Future Outlook & Growth Forecasts - Oracle forecasts dramatically higher revenue growth for fiscal year 2026 [2][3][4] - Oracle anticipates total cloud growth for fiscal year 2026 to be 40% year-over-year [2][10] - Oracle expects its remaining performance obligation (RPO), essentially its backlog, to more than double [2][10][11] - Oracle is expecting a triple-digit multicloud revenue growth rate to continue in fiscal year 2026 [7] Oracle Cloud Infrastructure (OCI) & Competitive Advantages - Oracle Cloud Infrastructure (OCI) is built on Gen 2 infrastructure, offering high performance at a lower cost [6][13] - Oracle is focused on building the best data centers for optimal performance and price, partnering closely with Nvidia [15] Strategic Partnerships & Initiatives - Oracle is involved in the Stargate project, a massive AI infrastructure initiative with SoftBank, OpenAI, Microsoft, and Nvidia, potentially involving up to $500 billion in investment [5][16][17] - Oracle anticipates increased bookings from providing AI infrastructure services for data centers built as part of the Stargate project [17][18]

Core Insights - Oracle's fiscal 2025 fourth-quarter financial report shows strong performance, with revenue and earnings exceeding expectations [2][5][6] Financial Performance - Revenue for Q4 FY25 reached $15.9 billion, an 11% increase from $14.3 billion in Q4 FY24, beating analyst expectations [2][5] - Adjusted earnings per share rose to $1.70, a 4% increase from $1.63 in the previous year, also surpassing expectations [2][5] - Cloud infrastructure revenue surged by 52% year over year to $3.0 billion, indicating robust growth in this segment [2][3] - Cloud application revenue increased by 12% to $3.7 billion, contributing to overall cloud revenue growth [2][3] Cloud Business Growth - Oracle anticipates cloud infrastructure revenue to grow by over 70% in fiscal 2026, driven by data center investments [3] - Total cloud revenue growth is projected to reach 40% in fiscal 2026, up from 24% in fiscal 2025 [3] - MultiCloud database revenue from third-party providers more than doubled in Q4 FY25 compared to Q3 FY25 [4] - Oracle Cloud@Customer revenue grew by 104% year over year, reflecting strong demand for on-premises cloud solutions [4] Market Reaction - Following the earnings report, Oracle's share prices rose approximately 7% in after-hours trading, reflecting positive market sentiment [6] - The stock had already increased about 6% year-to-date prior to the report [6] Future Outlook - Growth in Oracle's cloud infrastructure is significantly influenced by investments in artificial intelligence (AI) infrastructure [7] - The demand for computing capacity from AI companies is driving accelerated growth in Oracle's public cloud business [7] - Continued expansion of data centers is expected as long as the AI boom persists, positioning Oracle for sustained success in the cloud market [7]

Core Insights - Oracle's shares rose approximately 8% in extended trading following the release of quarterly results that surpassed Wall Street expectations and indicated accelerating cloud growth [1] - The company reported an 11% increase in revenue for the fiscal fourth quarter, with net income rising to $3.43 billion, or $1.19 per share, compared to $3.14 billion, or $1.11 per share, in the same quarter last year [2] - CEO Safra Catz projected that cloud infrastructure revenue will grow by over 70% in the 2026 fiscal year, up from a growth rate of 52% in the recent quarter [2] Financial Performance - Revenue from cloud services and license support reached $11.7 billion, exceeding the $11.59 billion consensus from analysts [3] - Cloud and on-premises license revenue was reported at $2.01 billion, surpassing the StreetAccount consensus of $1.82 billion [3] - Adjusted earnings per share were $1.70, compared to the expected $1.64, while total revenue was $15.9 billion, exceeding the anticipated $15.59 billion [6] Strategic Developments - Oracle announced a partnership with Cleveland Clinic and G42 for an AI delivery platform in healthcare, along with cloud and consulting commitments with IBM [4] - SoftBank's acquisition of Oracle-backed chip design startup Ampere for $6.5 billion was also highlighted [4] - As of the latest close, Oracle shares have increased by 6% year-to-date, outperforming the S&P 500 index, which is up 2% [4]

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 ...

Financial Performance - Q4 total revenues increased by 11% year-over-year to $15.9 billion, with cloud services and license support revenues rising 14% to $11.7 billion[2][7] - Fiscal year 2025 total revenues reached $57.4 billion, up 8% in USD and 9% in constant currency[4][5] - Q4 GAAP net income was $3.4 billion, with non-GAAP net income at $4.9 billion, resulting in GAAP earnings per share of $1.19 and non-GAAP earnings per share of $1.70[3][7] - Total revenues for Q4 Fiscal 2025 reached $15.9 billion, an 11% increase compared to $14.2 billion in Q4 Fiscal 2024[17] - Operating income for Q4 Fiscal 2025 was $5.1 billion, reflecting a 9% increase from $4.7 billion in Q4 Fiscal 2024[17] - Net income for Q4 Fiscal 2025 was $3.4 billion, a 9% increase from $3.1 billion in Q4 Fiscal 2024[17] - Diluted earnings per share for Q4 Fiscal 2025 were $1.19, an 8% increase compared to $1.11 in Q4 Fiscal 2024[17] - Total revenues for fiscal 2025 reached $57.39 billion, representing a 8% increase compared to $52.96 billion in fiscal 2024[25] - Operating income was reported at $17.67 billion, with an operating margin of 31%, up from 29% in the previous year[25] - Net income for fiscal 2025 was $12.44 billion, a 19% increase from $10.47 billion in fiscal 2024[31] - Diluted earnings per share increased to $4.34, reflecting a 17% growth compared to $3.71 in fiscal 2024[25] Cloud Services Growth - Cloud Infrastructure revenue grew 52% in Q4 to $3.0 billion, while overall cloud revenue (IaaS plus SaaS) increased by 27% to $6.7 billion[7] - Oracle expects total cloud growth rates to exceed 40% in FY26, with Cloud Infrastructure growth projected to surpass 70%[6] - MultiCloud database revenue from Amazon, Google, and Azure grew 115% from Q3 to Q4, with expectations for continued triple-digit growth in FY26[6] - Cloud services and license support revenues for the year ended May 31, 2025, were $44.0 billion, a 12% increase from $39.4 billion in the previous year[22] - Cloud services revenue for Q4 FY2025 is expected to grow by 24% year-over-year, reaching $6.73 billion[35] - Constant currency revenue growth for cloud services is projected at 24% for FY2025, indicating robust demand[37] Operating Expenses and Cash Flow - Total operating expenses for the year ended May 31, 2025, were $39.7 billion, a 6% increase from $37.6 billion in the previous year[22] - Operating margin for Q4 Fiscal 2025 was 32%, compared to 33% in Q4 Fiscal 2024, reflecting a decrease of 67 basis points[17] - Operating cash flow for fiscal year 2025 was $20.8 billion, up 12% in USD[3] - The company reported a net cash provided by operating activities of $20.82 billion, an increase from $18.67 billion in fiscal 2024[31] - Capital expenditures for fiscal 2025 were $21.22 billion, significantly higher than $6.87 billion in fiscal 2024[31] - Cash and cash equivalents at the end of the period were $10.79 billion, up from $10.45 billion at the end of fiscal 2024[31] - Total current assets increased to $24.58 billion, compared to $22.55 billion in the previous year[29] - Total assets grew to $168.36 billion, up from $140.98 billion in fiscal 2024[29] Stock-Based Compensation and Non-GAAP Measures - Total stock-based compensation for Q4 Fiscal 2025 was $1.3 billion, up from $1.0 billion in Q4 Fiscal 2024[18] - Stock-based compensation expenses rose to $4.67 billion, compared to $3.97 billion in the previous year[26] - The company utilizes non-GAAP financial measures to provide a clearer understanding of past performance and future results, excluding stock-based compensation and acquisition-related expenses[40] - 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[40] - Amortization of intangible assets is excluded from non-GAAP measures due to its inconsistent nature and impact from acquisitions, contributing to future revenues[41] - Acquisition-related expenses include personnel costs and business combination adjustments, which are excluded from non-GAAP measures to provide clarity on operating expenses[42] - Restructuring expenses, such as employee severance, are also excluded from non-GAAP measures, reflecting costs that may recur with future acquisitions[42] Future Outlook and Strategic Plans - The company plans to continue expanding its market presence through new product developments and strategic acquisitions[35] - Oracle has 23 MultiCloud datacenters live and plans to build 47 more over the next 12 months[6] - The Americas region generated $10.0 billion in revenue for Q4 FY2025, marking a 36.3% increase year-over-year[36]

Core Insights - Oracle Corporation reported a strong fiscal 2025 Q4 and full-year performance, with total quarterly revenues increasing by 11% year-over-year to $15.9 billion [1][11] - The company anticipates even higher revenue growth rates for fiscal 2026, particularly in cloud services, with expectations of total cloud growth increasing from 24% in FY25 to over 40% in FY26 [5] Financial Performance - Q4 GAAP operating income was $5.1 billion, while non-GAAP operating income was $7.0 billion, reflecting a 5% increase in USD [2][4] - GAAP net income for Q4 was $3.4 billion, with non-GAAP net income at $4.9 billion, leading to GAAP earnings per share of $1.19 and non-GAAP earnings per share of $1.70 [2][4] - For the full fiscal year 2025, total revenues reached $57.4 billion, up 8% in USD and 9% in constant currency [3][18] Cloud Services Growth - Cloud services and license support revenues for Q4 were $11.7 billion, up 14% year-over-year [1][10] - The company reported a significant increase in cloud infrastructure consumption revenue, which grew 62% in Q4 [5][11] - MultiCloud database revenue from major providers like Amazon, Google, and Azure grew 115% from Q3 to Q4 [5] Future Outlook - Oracle's CEO expressed confidence in FY26, predicting a dramatic increase in revenue growth rates, particularly in cloud infrastructure, which is expected to rise from 50% in FY25 to over 70% in FY26 [5] - Remaining Performance Obligations (RPO) for Q4 were up 41% to $138 billion, indicating strong future revenue potential [11] Dividend Declaration - The board of directors declared a quarterly cash dividend of $0.50 per share, payable on July 24, 2025, to stockholders of record as of July 10, 2025 [5]

Earnings Announcement - Oracle 定于周三股市收盘后发布第四季度财报 [1] - 交易员预计财报发布后，Oracle 股价可能创下历史新高 [1]

Oracle Corporation ORCL will release earnings results for the fourth quarter, after the closing bell on Wednesday, June 11. The company has missed revenue estimates in two straight quarters and missed estimates in seven of the past 10 quarters overall. With the recent buzz around Oracle, some investors may be eyeing potential gains from the company's dividends too. Currently, Oracle offers an annual dividend yield of 1.13%. That's a quarterly dividend amount of 50 cents per share ($2.00 a year). Analysts ex ...

Oracle Corporation ORCL will release earnings results for the fourth quarter, after the closing bell on Wednesday, June 11. Analysts expect the Austin, Texas-based company to report quarterly earnings at $1.64 per share, up from $1.63 per share in the year-ago period. Oracle projects to report quarterly revenue at $15.59 billion, compared to $14.29 billion a year earlier, according to data from Benzinga Pro. The company has missed revenue estimates in two straight quarters and missed estimates in seven of t ...

智通财经6月11日电，杰富瑞将甲骨文公司目标股价从190美元上调至200美元。 ...