Oracle's Q4 2025 Revenue Surges 11% Driving 7% Stock Jump

Oracle Corporation, a prominent player in cloud computing services and database software, announced impressive financial results for its fourth fiscal quarter of 2025. The company reported revenue of 15.9 billion, reflecting an 11% year-over-year increase and surpassing analysts' expectations of 15.59 billion. The cloud services and license support segment contributed significantly, generating 11.7 billion in revenue, a 14% increase from the previous year. Additionally, the company's adjusted earnings per share (EPS) for the quarter were 1.70 dollars, exceeding the expected 1.64 dollars per share.

Following the release of these strong financial results, Oracle's stock price surged by more than 7% in after-hours trading. The company's CEO, Safra Catz, expressed optimism about the future, noting that the strong demand for artificial intelligence computing power is a key driver of growth. Oracle anticipates that its total revenue for the 2026 fiscal year will be at least 67 billion, representing a year-over-year increase of approximately 16.7%. This projection is an upgrade from the previous estimate of a 15% increase.

Catz highlighted that while the 2025 fiscal year was exceptional, the company expects even stronger performance in the 2026 fiscal year. She predicted that the overall growth rate of Oracle's cloud business, including applications and infrastructure, will accelerate from 24% in the 2025 fiscal year to over 40% in the 2026 fiscal year. This growth is largely driven by Oracle's cloud infrastructure solutions (OCI) and its support for artificial intelligence workloads.

The robust performance of Oracle's cloud business underscores the increasing demand for cloud services and the company's ability to leverage this trend. Oracle's focus on innovation and its strong market position have enabled it to maintain a competitive edge in the rapidly evolving technology landscape. As the demand for cloud services continues to grow, Oracle is well-positioned to benefit from this trend and maintain its leadership position in the market.

Ask Aime: Oracle's Q4 2025 financial results reveal a 11% year-over-year revenue increase, surpassing analysts' expectations.