How did Oracle's cloud software revenue trend in Q3 2025?

Oracle's cloud software revenue exhibited robust growth in Q3 2025, driven by significant increases in both SaaS and IaaS segments:

1. Overall Cloud Revenue Growth: Oracle reported a total cloud revenue of $6.2 billion for Q3 2025, marking a 25% increase year-over-year.

2. SaaS Revenue Growth: The Software as a Service (SaaS) segment contributed $3.6 billion, reflecting a 10% growth compared to the previous year.
3. IaaS Revenue Growth: The Infrastructure as a Service (IaaS) segment experienced a more substantial surge, reporting $2.7 billion in revenue, up by 51% year-over-year.
4. Total Cloud Services and License Support Revenue: This broader category, including cloud services and license support, generated a total of $11 billion, indicating a 12% increase.
5. Regional Insights: Oracle's cloud infrastructure revenue, which includes OCI, saw a 51% increase in Q3, driven by strong demand for AI capabilities.
6. Future Outlook: The company remains optimistic about continued growth, with expectations of doubling its data center capacity to meet expanding customer demands.

In summary, Oracle's cloud software revenue in Q3 2025 demonstrated strong performance across various segments, driven by strategic investments and robust customer demand, particularly in AI and infrastructure services.