Don't Overlook Oracle (ORCL) International Revenue Trends While Assessing the Stock

Core Insights - Oracle's international operations are crucial for assessing its financial strength and growth potential [1][2] - The company's total revenue for the quarter ending August 2025 was $14.93 billion, reflecting a 12.2% increase year-over-year [4] International Revenue Trends - Revenue from Europe, Middle East, and Africa was $3.48 billion, accounting for 23.3% of total revenue, which was a 6.2% shortfall from analyst expectations [5] - Asia-Pacific contributed $1.78 billion, representing 12% of total revenue, also falling short by 1.06% compared to projections [6] Future Revenue Projections - Analysts project Oracle's revenue for the ongoing fiscal quarter to be $16.16 billion, a 14.9% increase year-over-year, with expected contributions of $3.98 billion from Europe, Middle East, and Africa and $1.92 billion from Asia-Pacific [7] - For the entire fiscal year, total revenue is forecasted at $66.73 billion, a 16.3% improvement from the previous year, with Europe, Middle East, and Africa expected to contribute $16.35 billion and Asia-Pacific $7.87 billion [8] Conclusion - Oracle's reliance on international markets presents both opportunities and risks, making it essential to monitor international revenue trends for future forecasts [9][10]