🔹 Revenue: $14.90B (Est. $15.03B) 🔴; +12% YoY
🔹 Adj. EPS: $1.47 (Est. $1.48) 🔴; +6% YoY
🔹 Adj. OI: $6.24B (Est. $6.21B) 🟢; +9% YoY
Outlook
🔸 Expects Oracle Cloud Infrastructure revenue to grow 77% to $18B this fiscal year, rising to $32B, $73B, $114B, and $144B over next four years.
Q1 Segment Results
🔹 Cloud Revenue (IaaS + SaaS): $7.2B; UP +28% YoY
🔹 Cloud Infrastructure (IaaS): $3.3B (Est. $3.38B) 🔴; UP +55% YoY
🔹 Cloud Applications (SaaS): $3.8B (Est. $3.87B) 🔴; UP +11% YoY
🔹 Fusion Cloud ERP (SaaS): $1.0B; UP +17% YoY
🔹 NetSuite Cloud ERP (SaaS): $1.0B; UP +16% YoY
🔹 Software Revenue: $5.7B; DOWN -1% YoY
Other Metrics
🔹 Remaining Performance Obligations (RPO): $455B; UP +359% YoY
🔹 Short-term Deferred Revenues: $12.1B
🔹 Operating Cash Flow (TTM): $21.5B; UP +13% YoY
🔹 Dividend: $0.50/share (payable Oct 23, 2025)
CEO Commentary (Safra Catz)
🔸 “We signed four multi-billion-dollar contracts in Q1… RPO backlog increased 359% to $455B. Demand for Oracle Cloud Infrastructure continues to build.”
🔸 “We expect several additional multi-billion-dollar customers… RPO likely to exceed half-a-trillion dollars soon.”
Chairman / CTO Commentary (Larry Ellison)
🔸 “MultiCloud database revenue from Amazon, Google, and Microsoft grew 1,529% in Q1.”
🔸 “Next month we will introduce the ‘Oracle AI Database’—customers can run Gemini, ChatGPT, Grok, etc., directly on Oracle Database for instant AI insights.”
🔸 “Oracle AI Cloud Infrastructure and Oracle MultiCloud AI Database will dramatically increase demand. AI changes everything.”