Oracle's growth is 'remarkable,' analyst says

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]