Oracle (Orcl) Q4 2025

Oracle The shares increased by about 8 % in the trading extending on Wednesday after the software maker informed the results that exceeded Wall Street estimates and indicated that cloud growth will accelerate.

Here’s how the company compared to the consensus of LSEG:

• Arrow’s profits: $ 1.70 amended for $ 1.64 expected
• profit: 15.9 billion dollars for 15.59 billion dollars expected

Revenue increased by 11 % on an annual basis during the fourth quarter of the fiscal year, which ended on May 31, according to statement. The net income rose to $ 3.43 billion, or $ 1.19 per share, from $ 3.14 billion, or $ 1.11 per share, in the same quarter of last year.

The company has called for between $ 1.46 to $ 1.50 in the profits of one share for the first quarter of the financial, with revenue growing within 12 % to 14 %. Analysts signed by the poll by LSEG $ 1.48 of profits per share and $ 14.96 billion of revenue, which means 12.4 % growth.

The CEO of Safez Cats said at a phone conference with analysts that cloud infrastructure revenues should increase more than 70 % in the fiscal year 2026, with an increase of 52 % growth per quarter. It called for more than $ 67 billion in 2026 financial revenues, compared to the LSEG consensus of $ 65.18 billion.

Katz said that Oracle is likely to exceed the revenue goal of $ 104 billion in 2029 it provided in September.

The company said that the revenues of the fourth financial quarter of cloud services and the license support amounted to 11.7 billion dollars, as it reached 11.59 billion dollars from analysts who were included in Al -street Street. The revenue of the cloud license and the license amounting to $ 2.01 billion was higher than the street consensus of $ 1.82 billion.

During the quarter, Oracle A declared partnership With Cleveland Clinic and G42, United Arab Emirates AI Holding Holding Company, on the AI ​​Delivery Plastic Health Care. Oracle also announced the cloud and Consulting obligations with IBM. Softbank said that It will gain The Oracle Design ampere supported ampere for $ 6.5 billion.

Larry Ellson, co -founder of technology in Oracle, said that the Chinese retail dealer on the Internet is transporting the infrastructure to Oracle’s Cloud.

Katz said that the capital expenditures for the fiscal year 2025 exceeded 21 billion dollars, compared to less than 7 billion dollars in the fiscal year 2024.

“We are doing a set of things to reduce our Capex costs,” Elison said. “But even if we do that, Capex will rise because the demand at the moment seems almost not indicated. I mean, I don’t know how to describe it. I haven’t seen anything like this from a distance.”

He said that Oracle recently received a request from a customer whose name was not revealed to all available cloud capabilities.

“We haven’t had such an order before,” Elison said. “We had to move things. We did our best to give them the ability they needed.”

As of Wednesday, Oracle shares increased by 6 % for this year, while the S& P 500 index increased by 2 %.

He watches: Openai Stargate Eae announces, in partnership with NVIDIA, Oracle, Softbank, Cisco, G42