Oracle reports Q4 adjusted EPS $1.70, consensus $1.64

Reports Q4 revenue $15.9B, consensus $15.59B. “FY25 was a very good year-but we believe FY26 will be even better as our revenue growth rates will be dramatically higher,” said Oracle (ORCL) CEO, Safra Catz. “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.” “MultiCloud database revenue from Amazon, Google and Azure grew 115% from Q3 to Q4,” said Oracle Chairman and CTO, Larry Ellison. “We currently have 23 MultiCloud datacenters live with 47 more being built over the next 12 months. We expect triple-digit MultiCloud revenue growth to continue in FY26. Revenue from Oracle Cloud@Customer datacenters grew 104% year-over-year. We have 29 Oracle Cloud@Customer dedicated datacenters live with another 30 being built in FY26. Overall Oracle Cloud Infrastructure consumption revenue grew 62% in Q4. We expect OCI consumption revenue to grow even faster in FY26. OCI revenue growth rates are skyrocketing-so is demand.”