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May 31, 2025
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.
Revenue by Segment
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
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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