Oracle ORCL Stock Soars 7.57% on Strong Q4 Earnings

On June 12, 2025, Oracle's stock surged by 7.57% in pre-market trading, reflecting a strong performance in its latest financial report.

Oracle's fourth quarter of fiscal 2025, ending May 31, 2025, saw impressive results. The company reported revenue of $15.9 billion, a 11% year-over-year increase, surpassing analyst expectations. The GAAP net income was $3.43 billion, up 9% from the previous year, while non-GAAP net income reached $4.88 billion. The GAAP earnings per share were $1.19, and non-GAAP earnings per share were $1.70, both exceeding forecasts. The board declared a quarterly cash dividend of $0.50 per share.

Oracle's cloud infrastructure (IaaS) revenue grew by 52% year-over-year to $3 billion, although it was slightly below expectations. The total cloud revenue, including SaaS, increased by 27% to $6.7 billion, accounting for 42% of total revenue. Oracle's CEO, Safra Catz, highlighted the company's strong performance in multi-cloud database revenue, which grew by 115% from the previous quarter. The company currently operates 23 multi-cloud data centers and plans to build 47 more in the next 12 months.

Looking ahead to fiscal 2026, Oracle expects total revenue to grow by 12-14% in dollar terms, with cloud service revenue projected to increase by 26-30%. Non-GAAP earnings per share are anticipated to grow by 4-6%, ranging from $1.40 to $1.48 on a constant currency basis. The company also raised its revenue guidance for fiscal 2026 to over $67 billion, representing a growth of more than 16%. Cloud revenue is expected to grow by over 40%, with cloud infrastructure (OCI) revenue growing by over 70%. The remaining performance obligation (RPO) is projected to increase by over 100% in fiscal 2026.

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