earnings
confidence high
sentiment positive
materiality 0.75
Oracle Q2 FY25: GAAP EPS $1.10, revenue $14.1B, cloud revenue up 24% YoY
ORACLE CORP
2025-Q2 EPS
reported $2.13
vs consensus $1.68
▲ beat
(+27.0%)
- Q2 GAAP EPS $1.10 (+24% YoY); non-GAAP EPS $1.47 (+10% YoY). Revenue $14.1B (+9% YoY).
- Cloud revenue $5.9B (+24% YoY), with IaaS up 52% to $2.4B. RPO $97B, up 49% YoY.
- AI demand drove GPU consumption up 336% in Q2. Signed agreement with Meta for AI cloud infrastructure.
- Dividend declared $0.40/share, payable Jan 23, 2025 to holders of record Jan 9, 2025.