Education
About Us
Working with TipRanks
Follow Us
Oracle Corporation (ORCL)
:ORCL
Earnings Data
Report Date
Jun 17, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.65Last Year’s EPS
1.63Same Quarter Last Year
Moderate Buy
Based on 26 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Mar 10, 2025
|% Change Since: 2.31%
|Next Earnings Date:Jun 17, 2025
Earnings Call Sentiment|Positive
The earnings call reflected Oracle's strong performance with record-breaking bookings, robust cloud revenue growth, and significant advancements in AI and cloud infrastructure. However, the exit from the advertising business, component delays, and currency impacts posed challenges. Overall, the highlights significantly outweigh the lowlights.Company Guidance
During the Oracle Corporation Third Quarter Fiscal Year 2025 Earnings Conference Call, the company provided detailed guidance and metrics reflecting their strong performance and future outlook. Oracle reported a record $48 billion addition to their backlog, with a Remaining Performance Obligation (RPO) balance now at $130 billion, up 63% year-over-year. Oracle's cloud revenue, comprising SaaS and IaaS, was up 25% to $6.2 billion, with SaaS revenue increasing by 10% and IaaS revenue surging by 51%. The total cloud services and license support revenue reached $11 billion, up 12%, driven by Oracle Cloud Infrastructure (OCI) and strategic cloud applications. Oracle's infrastructure subscription revenues were $6.2 billion, up 18%, with OCI consumption revenue up 57%, and GPU consumption revenue nearly 3.5 times the size of last year’s. They forecast a fiscal year 2025 CapEx of approximately $16 billion and projected total cloud revenue to grow by 24% to 28% in constant currency for Q4. Additionally, Oracle expects a 15% revenue growth rate for FY '26 and a 20% growth rate for FY '27, highlighting confidence in their $66 billion revenue target for FY '26.Record-Breaking Bookings and RPO Growth
Oracle's backlog increased by $48 billion, and their RPO balance reached $130 billion, up 63% year-over-year. This excludes contracts with project Stargate.
Expansion of Cloud Services
Oracle's 101st cloud region came online, marking a milestone. The company aims to have more cloud regions than competitors combined, leveraging their Gen 2 architecture.
Strong Cloud Revenue Growth
Total cloud revenue was up 25% at $6.2 billion, with SaaS revenue of $3.6 billion (up 10%) and IaaS revenue of $2.7 billion (up 51%).
AI Demand and Infrastructure Growth
Record level AI demand drove OCI revenue up 51%. GPU consumption revenue is nearly 3.5 times the size of last year's.
Dividend Increase
Oracle's Board of Directors increased the quarterly dividend by 25%, from $0.40 to $0.50 per share.
Multi-Cloud Partnerships
Oracle's multi-cloud business with Amazon, Google, and Microsoft grew 200% in the last three months alone, with plans for 40 more regions.
---
ORCL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
ORCL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 10, 2025 | $148.79 | $144.18 | -3.10% |
| Dec 09, 2024 | $189.98 | $177.30 | -6.67% |
| Sep 09, 2024 | $139.23 | $155.16 | +11.44% |
| Jun 11, 2024 | $122.95 | $139.33 | +13.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Oracle Corporation (ORCL) report earnings?
Oracle Corporation (ORCL) is schdueled to report earning on Jun 17, 2025, TBA Not Confirmed.
What is Oracle Corporation (ORCL) earnings time?
Oracle Corporation (ORCL) earnings time is at Jun 17, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ORCL EPS forecast?
ORCL EPS forecast for the fiscal quarter 2025 (Q4) is 1.65.
---
