earnings
confidence high
sentiment positive
materiality 0.80
Oracle Q3 FY2025: GAAP EPS $1.02 (+20% YoY), revenue $14.1B (+6%); dividend raised 25% to $0.50
ORACLE CORP
2025-Q3 EPS
reported $3.15
vs consensus $1.51
▲ beat
(+108.6%)
- Q3 GAAP EPS $1.02 (up 20% YoY), non-GAAP EPS $1.47 (up 4% YoY); revenue $14.1B (+6% USD, +8% CC).
- Cloud revenue $6.2B (+23% USD); IaaS $2.7B (+49%), SaaS $3.6B (+9%); RPO $130B (+62% USD).
- Dividend increased 25% to $0.50/share, payable April 23, 2025 to holders of record April 10, 2025.
- Signed cloud agreements with OpenAI, xAI, Meta, NVIDIA, AMD; record Q3 sales contracts >$48B.
- Management expects 15% revenue growth next fiscal year; doubling data center capacity this calendar year.