Oracle Announces Fiscal 2025 Fourth Quarter and Fiscal Full Year Financial Results

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]