Oracle Stock Pops as Company Shows It Is Catching Up in the Cloud Race. Here's What That Means for Investors

For its fiscal 2025 Q4 ended May 31, Oracle's overall revenue rose 11% year over year to $15.9 billion, which handily topped the $15.6 billion analyst consensus, as compiled by LSEG. Cloud revenue increased 27% year over year to $6.7 billion. Within the cloud segment, cloud infrastructure revenue surged 52% to $3 billion, as mentioned above, while cloud application revenue increased 12% to $3.7 billion. When it comes to cloud computing, Oracle (ORCL -2.17%) has long been an afterthought to the big three pla ...