🧾 ORCL Fiscal Q4 & Full Year 2025

Laurentiu Chisca
06-12

$Oracle(ORCL)$

Total Revenue: $15.9B (+11% YoY)

Cloud Revenue (IaaS + SaaS): $6.7B (+27% YoY)

Cloud Infrastructure (OCI / IaaS): $3.0B (+52%)

Cloud Applications (SaaS): $3.7B (+12%)

GAAP EPS: $1.19 | Non-GAAP EPS: $1.70

Net Income: $3.4B GAAP | $4.9B Non-GAAP

Operating Cash Flow (FY): $20.8B (+12%)

🔹 Full Year FY25 Performance

Total Revenue: $57.4B (+8% YoY)

Cloud Services & License Support: $44.0B (+12%)

GAAP Net Income: $12.4B | Non-GAAP Net Income: $17.3B

Free Cash Flow (Q4): -$394M, due to $21.2B in CapEx

RPO (Remaining Performance Obligations): $138B (+41%)

“FY25 was a very good year, but we believe FY26 will be even better,” said CEO Safra Catz. “We expect our total cloud growth rate will increase from 24% in FY25 to over 40% in FY26... Cloud Infrastructure growth alone should accelerate from 50% to over 70%.”

Cloud growth is expected to accelerate sharply in FY26, fueled by:

- Explosive demand for OCI and Multicloud solutions (+115% QoQ from Amazon, Google & Azure)

- Expansion of Oracle's cloud footprint: 23 MultiCloud datacenters now live, with 47 more in development

Cloud@Customer revenue up 104% YoY, with 30+ new dedicated datacenters planned

Oracle projects over 100% growth in RPO in FY26, reflecting longer-term contract strength and AI/data workloads.

Oracle's FY25 performance reinforces its transformation into a serious cloud heavyweight, with strong double-digit growth in infrastructure and sustained ERP momentum. While CapEx was aggressive in Q4—impacting free cash flow—management is clearly betting on high returns from infrastructure expansion.

With OCI scaling rapidly and cross-cloud integration gaining traction, Oracle appears well-positioned to chase larger shares of both the enterprise software and cloud infrastructure markets. FY26 will be pivotal, as investors look for the promised 40%+ cloud revenue growth to materialize.

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