Oracle Corporation Q4 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

Oracle Q4 and FY2025 Earnings Summary

Quarterly Highlights (Q4 FY2025)

  • Total revenue was $15.9 billion, up 11% year-over-year.
  • Total cloud revenue (SaaS + IaaS) reached $6.7 billion, up 27% compared to Q4 FY2024.
  • IaaS revenue was $3 billion, up 52% versus the prior-year quarter’s 42% growth.
  • OCI consumption revenue increased 62%, reflecting persistent demand and supply constraints.
  • Cloud database services revenue grew 31%; Autonomous Database consumption increased 47% (on top of 27% prior-year growth).
  • SaaS revenue was $3.7 billion, up 11% year-over-year.
  • Software license revenue grew 8% to $2 billion.
  • Remaining performance obligations (RPO) hit $138 billion, up $8 billion sequentially and up 41% year-over-year.
  • Non-GAAP EPS was $1.70; GAAP EPS was $1.19.

Full-Year Highlights (FY2025)

  • Total FY2025 revenue was $57.4 billion, up 9% over FY2024.
  • Cloud services and license support revenue (77% of total revenue) was $44 billion, up 12% year-over-year.
  • Total cloud services revenue was $24.5 billion, up 24% from FY2024.
  • IaaS revenue grew 51% to $10.2 billion for the year; OCI consumption revenue increased 59% versus last year.
  • SaaS revenue reached $14.3 billion, up 10% year-over-year.

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Operator: Hello and welcome to the Oracle Corporation Fourth Quarter and Full Year 2025 Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Ken Bond, Head of Investor Relations. Please go ahead. Ken Bond: Thank you, Sarah, and good afternoon, everyone, and welcome to Oracle's fourth quarter and fiscal year 2025 earnings conference call. A copy of the press release and financial tables, which includes a GAAP to non-GAAP reconciliation and other supplemental financial information can be viewed and downloaded from our Investor Relations website. Additionally, a list of many customers who purchase Oracle Cloud Services or went live on Oracle Cloud recently will be available from our Investor Relations website. On the call today are Chairman and Chief Technology Officer, Lawrence Ellison and Chief Executive Officer, Safra Catz. As a reminder, today's discussion will include forward-looking statements including predictions, expectations, estimates or other information that might be considered forward-looking. Throughout today's discussion, we will present some important factors relating to our business which may potentially affect these forward-looking statements. These forward-looking statements are also subject to risks and uncertainties that may cause actual results to differ materially from the statements being made today. As a

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