Oracle Earnings See Cloud Acceleration
Here's our initial take on Oracle's (NYSE: ORCL) fiscal 2025 fourth-quarter financial report.Oracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company sees even stronger growth ahead. Oracle expects cloud infrastructure revenue to soar by more than 70% in fiscal 2026 as the company's data center investments pay off. Total cloud revenue growth, which includes applications as well, is expected to reach 40% in fiscal 2026, up from 24% in fiscal 2025.MultiCloud database revenue from third-party cloud providers more than doubled in the fourth quarter compared to the third quarter. Oracle has 23 MultiCloud datacenters operating today, with another 47 set to open over the next year. Oracle Cloud@Customer revenue grew by 104% year over year as clients opted to bring Oracle's cloud technology into their own data centers.Continue reading
Here's our initial take on Oracle's (NYSE: ORCL) fiscal 2025 fourth-quarter financial report.
Oracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company sees even stronger growth ahead. Oracle expects cloud infrastructure revenue to soar by more than 70% in fiscal 2026 as the company's data center investments pay off. Total cloud revenue growth, which includes applications as well, is expected to reach 40% in fiscal 2026, up from 24% in fiscal 2025.
MultiCloud database revenue from third-party cloud providers more than doubled in the fourth quarter compared to the third quarter. Oracle has 23 MultiCloud datacenters operating today, with another 47 set to open over the next year. Oracle Cloud@Customer revenue grew by 104% year over year as clients opted to bring Oracle's cloud technology into their own data centers.
