🔹 Adj. EPS: $1.47 (Est. $1.49) 🔴
🔹 Revenue: $14.13B (Est. $14.39B) 🔴; UP +6% YoY
Cloud & Segment Performance:
🔹 Cloud (IaaS + SaaS): $6.2B (Est. $6.3B) 🔴; UP +23% YoY
🔹 Cloud Infrastructure (IaaS): $2.7B (Est. $2.71B) 🟡; UP +49% YoY
🔹 Cloud Applications (SaaS): $3.6B; UP +9% YoY
🔹 Fusion Cloud ERP (SaaS): $0.9B; UP +16% YoY
🔹 NetSuite Cloud ERP (SaaS): $0.9B; UP +16% YoY
Other Revenue Streams
🔹 Cloud Services & License Support: $11.01B (Est. $11.18B) 🔴; UP +10% YoY
🔹 Cloud & On-Prem License: $1.13B (Est. $1.2B) 🔴; DOWN -10% YoY
🔹 Hardware Revenue: $703M (Est. $718.2M) 🔴; DOWN -7% YoY
🔹 Service Revenue: $1.29B (Est. $1.28B) 🟢; DOWN -1% YoY
Profitability & Margins
🔹 Adj. Operating Income: $6.2B (Est. $6.25B) 🔴; UP +7% YoY
🔹 Adj. Operating Margin: 44% (Est. 43.6%) 🟢
🔹 GAAP Net Income: $2.9B; UP +22% YoY
🔹 Adj. Net Income: $4.2B; UP +6% YoY
Remaining Performance Obligations & Cash Flow
🔹 RPO: $130B; UP +62% YoY
🔹 Short-Term Deferred Revenue: $9.0B
🔹 Operating Cash Flow (TTM): $20.7B
🔹 Free Cash Flow (TTM): $5.8B
Strategic & Shareholder Updates
🔹 New Cloud Deals Signed: OpenAI, xAI, Meta, NVIDIA, AMD
🔹 Cloud MultiCloud Revenue (Microsoft, Google, AWS): UP +92% in last three months
🔹 AI GPU Consumption Growth: UP +244% YoY
🔹 Quarterly Dividend: Increased 25% to $0.50/share
Management Commentary
🔸 CEO Safra Catz: "Our record $48B in new contracts drove a 63% increase in RPO to $130B. We anticipate 15% revenue growth next fiscal year."
🔸 CTO Larry Ellison: "Oracle AI Data Platform connects OpenAI, xAI, and Meta Llama to our database, accelerating AI-powered data analysis."
