Oracle Corporation, an American multinational computer technology company, was founded in 1977 by Larry Ellison, Bob Miner, and Ed Oates. Headquartered in Austin, Texas, Oracle is renowned for its innovative database software and technology. The company offers a comprehensive range of enterprise software products and cloud solutions, including Oracle Database, ERP, HCM, and CRM applications. Oracle’s pioneering efforts in autonomous databases and cloud computing have positioned it as a leader in the tech industry. With over 160,000 employees worldwide and operations in more than 150 countries, Oracle continues to drive digital transformation and support businesses globally.
Oracle Fiscal Q4 2025
Oracle (ORCL) reported strong financial results for Q4 and fiscal year 2025, driven by robust cloud growth and increasing revenues.
The company exceeded revenue and earnings expectations, reinforcing investor confidence in its cloud infrastructure expansion and multi-cloud partnerships.
Key Highlights of Q4 Earning:
- Total revenue grew 11% year-over-year to $15.9 billion.
- Cloud revenue (IaaS + SaaS) surged 27% to $6.7 billion.
- Cloud Infrastructure (IaaS) revenue rose 52% to $3.0 billion.
- Cloud Application (SaaS) revenue increased 12% to $3.7 billion.
- Fusion Cloud ERP revenue grew 22% to $1 billion.
- NetSuite Cloud ERP revenue climbed 18% to $1 billion.
- Non-GAAP EPS: $1.70, GAAP earnings per share: $1.19
- Remaining Performance Obligations (RPO) expanded 41% to $138 billion.
Oracle’s accelerated cloud expansion, particularly in Cloud Infrastructure and Enterprise Resource Planning (ERP) solutions, continues to drive strong growth. The company’s rising RPO and cash flow signal increasing market momentum and financial strength.
Board Statements
Oracle CEO Safra Catz expects FY26 to surpass FY25 with significantly higher revenue growth, projecting total cloud growth to exceed 40% and Cloud Infrastructure growth to rise above 70%. Meanwhile, Remaining Performance Obligations (RPO) are forecasted to grow by more than 100%, reinforcing Oracle’s position as a leader in both cloud applications and infrastructure.
Oracle Chairman and CTO Larry Ellison highlighted 115% growth in MultiCloud database revenue from Amazon, Google, and Azure, with 23 datacenters live and 47 more planned within the next year. Additionally, Oracle Cloud Customer revenue climbed 104% year-over-year, with 29 data centers currently operational and 30 more set to launch in FY26.
Ellison also noted that Oracle Cloud Infrastructure (OCI) consumption revenue increased 62% in Q4, with expectations for even stronger growth in FY26, driven by surging global demand for Oracle’s cloud services.
Impact on the Stock Market
Oracle’s strong Q4 earnings report has boosted its stock (ORCL), rising over 8% in pre-market trading. The company beat earnings expectations, increasing investor confidence in its cloud growth and partnerships.
Oracle reported $1.70 earnings per share (EPS), higher than the expected $1.64 EPS, and $15.9 billion in revenue, exceeding forecasts of $15.59 billion. The cloud infrastructure business grew 52%, and its multi-cloud services expanded, driving optimism.
The company’s remaining performance obligations (RPO) rose 41%, signaling strong future revenue. Analysts have raised their price targets on the company after this earnings release.
