earnings
confidence high
sentiment positive
materiality 0.75
Oracle Q4 FY2025: EPS $1.19 GAAP/$1.70 non-GAAP, rev $15.9B +11%, cloud +27%, RPO $138B, div $0.50
ORACLE CORP
2025-FY EPS
reported $4.34
vs consensus $1.67
▲ beat
(+159.7%)
- Q4 total revenue $15.9B (+11% YoY); GAAP EPS $1.19, non-GAAP EPS $1.70.
- Cloud revenue $6.7B (+27%); IaaS $3.0B (+52%), SaaS $3.7B (+12%).
- RPO $138B (+41% YoY); short-term deferred revenue $9.4B; operating cash flow $20.8B for FY25.
- Board declares $0.50/share quarterly dividend (vs prior $0.40), payable July 24, 2025 to holders of record July 10.
- CEO expects FY26 total cloud growth to accelerate from 24% to over 40%; OCI consumption revenue growth accelerating.
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