🔹 Adj EPS: $1.70 (Est. $1.64) 🟢
🔹 Revenue: $15.90B (Est. $15.59B) 🟢; UP +11% YoY
🔹 Adj Oper Income: $7.00B (Est. $6.83B) 🟢
🔹 Adj Net Income: $4.90B (Est. $4.74B) 🟢
FY26 Guidance
🔹 Total Cloud Sales: up 40% YoY
Q4 Cloud & Software Segment Revenue:
🔹 Cloud Services & License Support: $11.7B; UP +14% YoY
🔹 Cloud Revenue (IaaS + SaaS): $6.7B; UP +27% YoY
🔹 Cloud Infrastructure (IaaS): $3.0B; UP +52% YoY
🔹 Cloud Applications (SaaS): $3.7B; UP +12% YoY
🔹 Fusion Cloud ERP Revenue: $1.0B; UP +22% YoY
🔹 NetSuite Cloud ERP Revenue: $1.0B; UP +18% YoY
Strategic Metrics:
🔹 RPO: $138B; UP +41% YoY
🔹 Short-Term Deferred Revenue: $9.4B
Capital Returns:
🔹 Dividend Declared: $0.50/share, payable July 24, 2025
🔹 Record Date: July 10, 2025
CEO Safra Catz's Commentary:
🔸 "FY25 was a very good year—but we believe FY26 will be even better as our revenue growth rates will be dramatically higher. Total cloud growth rate is expected to rise from 24% to over 40%, and cloud infrastructure growth to over 70%."
Chairman & CTO Larry Ellison's Commentary:
🔸 "MultiCloud database revenue from Amazon, Google, and Azure grew 115% from Q3 to Q4. Cloud@Customer revenue grew 104% YoY. OCI consumption revenue grew 62% and is expected to accelerate in FY26."