Q4 25 EPS
$1.70
BEAT +3.66%
Est. $1.64
Q4 25 Revenue
$15.90B
vs S&P Since Q4 25
-28.2%
TRAILING MARKET
ORCL -8.9% vs S&P +19.4%
Full Year 2025 Results
FY 25 EPS
$6.03
BEAT +0.52%
Est. $6.00
FY 25 Revenue
$57.40B
BEAT +0.32%
Est. $57.21B
Market Reaction
Did ORCL Beat Earnings? Q4 2025 Results
Oracle closed out fiscal 2025 on a high note, posting a Q4 earnings beat that underscored the company's accelerating shift into cloud infrastructure. Non-GAAP EPS of $1.70 came in ahead of the $1.64 consensus estimate by 3.66%, while revenue of $15.9… Read more Oracle closed out fiscal 2025 on a high note, posting a Q4 earnings beat that underscored the company's accelerating shift into cloud infrastructure. Non-GAAP EPS of $1.70 came in ahead of the $1.64 consensus estimate by 3.66%, while revenue of $15.90 billion topped expectations by 1.18% and grew 11.3% year-over-year, a result driven primarily by explosive demand for Oracle's cloud services. Cloud Infrastructure revenue alone climbed 52% year-over-year to $3.00 billion, and the headline number investors focused on was Remaining Performance Obligations, which surged 41% to $138.00 billion, signaling a deep pipeline of contracted future revenue. That forward momentum carried into guidance, with CEO Safra Catz projecting total cloud growth accelerating from 24% in FY25 to over 40% in FY26, and RPO expected to more than double. The results sent shares to record highs above $200, a striking reversal from the pressure Oracle faced earlier in the fiscal year, as Wall Street increasingly views the company as a core beneficiary of enterprise AI infrastructure buildout.
Key Takeaways
- • Cloud Infrastructure (IaaS) revenue up 52% YoY to $3.0 billion
- • Cloud services revenue up 27% to $6.7 billion
- • Remaining Performance Obligations up 41% to $138 billion
- • OCI consumption revenue grew 62% in Q4
- • MultiCloud database revenue from Amazon, Google, and Azure grew 115% from Q3 to Q4
- • Cloud@Customer dedicated datacenter revenue grew 104% YoY
- • Fusion Cloud ERP (SaaS) revenue up 22% to $1.0 billion
- • NetSuite Cloud ERP (SaaS) revenue up 18% to $1.0 billion
ORCL YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
ORCL Revenue by Segment
With YoY comparisons, source: SEC Filings
ORCL Revenue by Geography
With YoY comparisons, source: SEC Filings
“FY25 was a very good year—but we believe FY26 will be even better as our revenue growth rates will be dramatically higher. We expect our total cloud growth rate—applications plus infrastructure—will increase from 24% in FY25 to over 40% in FY26. Cloud Infrastructure growth rate is expected to increase from 50% in FY25 to over 70% in FY26. And RPO is likely to grow more than 100% in FY26. Oracle is well on its way to being not only the world's largest cloud application company—but also one of the world's largest cloud infrastructure companies.”
— Safra Catz, Q4 2025 Earnings Press Release
ORCL Earnings Trends
ORCL vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ORCL EPS Trend
Earnings per share: estimate vs actual
ORCL Revenue Trend
Quarterly revenue: estimate vs actual
ORCL Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 | — | $1.79 | — | $17.19B | — |
| Q2 26 BEAT | $1.71 | $2.26 | +32.43% | $16.06B | -4.99% |
| Q1 26 MISS | $1.48 | $1.47 | -0.63% | $14.93B | -0.76% |
| Q4 25 BEAT FY | $1.64 | $1.70 | +3.66% | $15.90B | — |
| FY Full Year | $6.00 | $6.03 | +0.52% | $57.40B | +0.32% |
| Q3 25 MISS | $1.49 | $1.47 | -1.34% | $14.13B | -1.81% |