Oracle Reports 22% Revenue Growth Driven by Cloud Services, Raises FY 2027 Guidance to $90 Billion
DATA AND AI INFRASTRUCTURE
Oracle's financial results for Q4 2025 revealed a 22% increase in revenue, primarily from cloud services, leading to an 8% stock surge. The company raised its FY 2027 revenue forecast to $90 billion, surpassing the previous estimate of $86.6 billion.
For the upcoming quarter, Oracle anticipates adjusted earnings per share of $1.92 to $1.96, with revenue growth between 19% and 20%. Although Oracle's stock has declined over 50% from its peak in September, remaining performance obligations reached $553 billion, reflecting strong demand for AI infrastructure. The company is also progressing on a data center project in Texas for OpenAI.

Mar 11, 2026, 4:30 PM