Oracle's earnings call highlighted strong revenue growth, particularly in cloud services and database solutions, driven by increasing demand for AI and cloud infrastructure. Despite this, issues such as negative free cash flow and concerns over meeting demand with current supply were noted. Overall, the positive aspects outweighed the negatives, indicating a positive outlook.

Company Guidance

During the Oracle Corporation Fourth Quarter and Full Year 2025 Earnings Call, the company provided robust guidance for fiscal year 2026, projecting total revenue to exceed $67 billion, a 16% increase. Oracle's cloud infrastructure revenue is expected to grow over 70%, building on the 51% growth in FY 2025. The company highlighted substantial demand for its Oracle Cloud Infrastructure (OCI) services, with cloud revenue anticipated to grow over 40% in constant currency. Oracle's remaining performance obligations (RPO) reached $138 billion, up 41% from the previous year, with cloud RPO growth surging 56%. The company's strategic back-office SaaS applications generated $9.3 billion in annualized revenue, marking a 20% increase. Safra Catz, Oracle's CEO, mentioned that the company's OCI consumption revenue rose by 62%, and cloud database services saw a 31% increase. CapEx for FY 2026 is projected to exceed $25 billion to meet demand, with a significant portion allocated to data center equipment. Oracle's comprehensive cloud strategy, encompassing AI and multi-cloud offerings, is expected to drive substantial growth across its cloud and database businesses.

Double-Digit Revenue Growth

Oracle reported double-digit revenue growth in Q4 2025, with total revenues for the quarter reaching $15.9 billion, up 11% from last year.

Cloud Revenue Surge

Total cloud revenue (SaaS plus IaaS) was up 27% at $6.7 billion. IaaS revenue was $3 billion, up 52%, and OCI consumption revenue was up 62%.

Strong Performance Obligations

Remaining performance obligations now stand at $138 billion, up 41% from last year, with cloud RPO growing 56%.

Growth in Autonomous Database

Autonomous Database consumption revenue was up 47%, indicating strong demand for Oracle's database solutions.

Positive Outlook for Fiscal Year 2026

Oracle raised its revenue guidance for fiscal year 2026 to over $67 billion, up 16% for the year, with expectations of cloud infrastructure revenue to grow over 70%.

Strong Strategic SaaS Products

Strategic back office SaaS applications now have annualized revenues of $9.3 billion, up 20%.

Oracle (ORCL) Earnings, Revenues Date & History

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ORCL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 15, 2025	2026 (Q1)	1.48 / -	1.39	―	―	―
Jun 12, 2025	2025 (Q4)	1.64 / 1.70	1.63	4.29% (+0.07)	―
Mar 10, 2025	2025 (Q3)	1.49 / 1.47	1.41	4.26% (+0.06)	―
Dec 09, 2024	2025 (Q2)	1.48 / 1.47	1.34	9.70% (+0.13)	―
Sep 09, 2024	2025 (Q1)	1.33 / 1.39	1.19	16.81% (+0.20)	―
Jun 11, 2024	2024 (Q4)	1.65 / 1.63	1.67	-2.40% (-0.04)	―
Mar 11, 2024	2024 (Q3)	1.38 / 1.41	1.22	15.57% (+0.19)	―
Dec 11, 2023	2024 (Q2)	1.33 / 1.34	1.21	10.74% (+0.13)	―
Sep 11, 2023	2024 (Q1)	1.15 / 1.19	1.03	15.53% (+0.16)	―
Jun 12, 2023	2023 (Q4)	1.58 / 1.67	1.54	8.44% (+0.13)	―

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
Jun 12, 2025	$199.86	$215.22	+7.69%
Mar 10, 2025	$148.26	$143.66	-3.10%
Dec 09, 2024	$189.30	$176.67	-6.67%
Sep 09, 2024	$138.74	$154.60	+11.43%

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.