Oracle shares jump on upbeat cloud outlook, Q4 earnings beat
Published: 16:23 11 Jun 2025 EDT
Oracle Corp (NYSE:ORCL, ETR:ORC) posted better-than-expected quarterly earnings and forecast strong cloud growth in its new fiscal year.
Revenue climbed 11% year-over-year to $15.9 billion, topping expectations of $15.59 billion, driven by surging demand for its cloud infrastructure and software services.
The company’s cloud services and license support business brought in $11.7 billion, up 14% from a year earlier, while total cloud revenue—comprising infrastructure (IaaS) and applications (SaaS)—rose 27% to $6.7 billion.
Revenue from Oracle’s cloud infrastructure business jumped 52% to $3 billion, while cloud applications revenue increased 12% to $3.7 billion. Fusion Cloud ERP and NetSuite Cloud ERP revenues each reached $1 billion, growing 22% and 18% respectively.
The company reported adjusted earnings of $1.70 per share for the fourth quarter, beating Wall Street estimates of $1.64.
Shares of Oracle rose 5.5% in after-hours trading on Wednesday.
Looking ahead, Oracle expects its total cloud revenue to grow over 40% in fiscal 2026, up from 24% growth in the previous year.
“FY25 was a very good year—but we believe FY26 will be even better as our revenue growth rates will be dramatically higher,” said CEO Safra Catz in a statement. “Total cloud growth rate is expected to rise from 24% to over 40%, and cloud infrastructure growth to over 70%.”
Chairman and Chief Technology Officer Larry Ellison pointed to strong momentum in Oracle’s multicloud and on-premise offerings. “MultiCloud database revenue from Amazon, Google, and Azure grew 115% from Q3 to Q4,” he said. “Cloud@Customer revenue grew 104% year-over-year. OCI consumption revenue grew 62% and is expected to accelerate in FY26.”
