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Oracle
🇺🇸 NYSE:ORCL
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•
May 31

Oracle Q4 2025 Earnings Report

Oracle reported strong Q4 results with double-digit revenue growth and robust cloud infrastructure performance.

Key Takeaways

Oracle delivered solid Q4 performance driven by continued momentum in its cloud businesses, especially cloud infrastructure, which surged over 50%. Profitability remained strong with EPS at $1.19 and operating income at $5.1B.

Total Revenue
$15.9B
Previous year: $14.3B
+11.3%
EPS
$1.7
Previous year: $1.63
+4.3%
Operating Margin
32%
Previous year: 33%
-3.0%
Non-GAAP Op Margin
44%
Remaining Perf Obligations
$138B
Cash and Equivalents
$10.8B
Previous year: $10.7B
+1.2%

Oracle

Oracle

Oracle Revenue by Segment

Oracle Revenue by Geographic Location

Forward Guidance

Oracle expects accelerated revenue growth in FY26, especially in cloud infrastructure and multicloud services.

Positive Outlook

  • Total cloud revenue growth expected to exceed 40% in FY26
  • Cloud infrastructure (OCI) growth forecasted to surpass 70%
  • Remaining performance obligations expected to more than double
  • Continued expansion of MultiCloud data centers globally
  • Strong customer momentum for Oracle Cloud@Customer

Challenges Ahead

  • Hardware and services revenue remain sluggish
  • Capital expenditures expected to stay elevated
  • Ongoing amortization from prior acquisitions
  • Stock-based compensation continues to impact GAAP margins
  • Macro uncertainty may affect enterprise IT spending

Company Overview

Full financial data and analysis

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