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Aug 31, 2024
Oracle Q1 2025 Earnings Report
Oracle's Q1 2025 financial results were announced, with revenue and earnings per share increasing.
Key Takeaways
Oracle announced its Q1 Fiscal Year 2025 results, revealing a 7% increase in total revenue to $13.3 billion. Cloud revenue saw a 21% increase, reaching $5.6 billion. The company's GAAP earnings per share rose by 20% to $1.03, while non-GAAP earnings per share increased by 17% to $1.39. Remaining Performance Obligations (RPO) increased by 53% to $99 billion.
GAAP earnings per share increased by 20% to $1.03, and non-GAAP earnings per share increased by 17% to $1.39.
Total revenue reached $13.3 billion, up 7% in USD and 8% in constant currency.
Total Remaining Performance Obligations (RPO) increased by 53% to $99 billion.
Cloud revenue (IaaS plus SaaS) increased by 21% to $5.6 billion.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Oracle anticipates continued revenue growth throughout FY25, driven by a strong contract backlog and multi-cloud agreements.
Positive Outlook
- Strong contract backlog expected to increase revenue growth throughout FY25.
- MultiCloud agreement with AWS will provide customers easy access to the Oracle database within AWS cloud datacenters.
- Oracle has 162 cloud datacenters in operation and under construction worldwide.
- 42 additional cloud GPU contracts were signed in Q1 for a total of $3 billion.
- Database business growth rate is increasing as a result of MultiCloud agreements with Microsoft and Google.
Challenges Ahead
- Risks associated with the development and integration of new products and services, including AI products.
- Challenges in managing complex cloud and hardware offerings, including sourcing technologies and components.
- Potential difficulties in securing data center capacity.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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