Oracle Stock Pops as Company Shows It Is Catching Up in the Cloud Race. Here's What That Means for Investors
When it comes to cloud computing, Oracle (NYSE: ORCL) has long been an afterthought to the big three players in the space: Amazon's AWS, Microsoft's Azure, and Alphabet's Google Cloud. However, Oracle is starting to make some noise in the segment and is putting up stats that suggest it is now the fastest grower in the space.Let's delve into Oracle's fiscal Q4 results to see how cloud computing is powering its results and what it means for investors moving forward.While Oracle saw its cloud infrastructure (OCI) revenue soar 52% year over year in its fiscal 2025 Q4 to $3 billion, what got investors excited was the company's forecast that its cloud infrastructure revenue would soar by more than 70% in fiscal 2026. Meanwhile, Oracle founder Larry Ellison boasted that the company will "build and operate more cloud infrastructure data centers than all of [its] cloud infrastructure competitors combined." Continue reading
When it comes to cloud computing, Oracle (NYSE: ORCL) has long been an afterthought to the big three players in the space: Amazon's AWS, Microsoft's Azure, and Alphabet's Google Cloud. However, Oracle is starting to make some noise in the segment and is putting up stats that suggest it is now the fastest grower in the space.
Let's delve into Oracle's fiscal Q4 results to see how cloud computing is powering its results and what it means for investors moving forward.
While Oracle saw its cloud infrastructure (OCI) revenue soar 52% year over year in its fiscal 2025 Q4 to $3 billion, what got investors excited was the company's forecast that its cloud infrastructure revenue would soar by more than 70% in fiscal 2026. Meanwhile, Oracle founder Larry Ellison boasted that the company will "build and operate more cloud infrastructure data centers than all of [its] cloud infrastructure competitors combined."
