The earnings call highlighted strong growth in cloud revenue, particularly in AI demand and infrastructure, and a significant increase in remaining performance obligations, indicating robust future revenue. However, challenges such as negative free cash flow, currency impact, and investment losses were noted. Overall, the positive aspects of strong revenue growth and future potential outweighed the financial challenges.

Company Guidance

In the Oracle Corporation's Q2 2025 earnings call, Safra Catz provided detailed guidance highlighting the company's strong financial performance and optimistic outlook. Total revenue reached $14.1 billion, marking a 9% increase from the previous year, with cloud services and license support accounting for 77% of total revenue. Specifically, the cloud segment saw a 24% increase, with $5.9 billion in revenue, driven by SaaS and IaaS growth of 10% and 52%, respectively. Oracle's remaining performance obligation (RPO) surged by 50% to $97.3 billion, reflecting robust demand and extended contract durations. The company anticipates full-year cloud revenue to exceed $25 billion, with continued acceleration expected in upcoming quarters. Operating income grew by 10%, achieving a 43% margin, while non-GAAP EPS rose by 10% to $1.47. Looking ahead, Oracle projects Q3 total revenue growth of 9% to 11% in constant currency and cloud revenue growth of 25% to 27%, underscoring the ongoing momentum in its cloud offerings and strategic partnerships.

Strong Cloud Revenue Growth

Total cloud revenue reached $5.9 billion, with a 24% increase. IaaS revenue surged by 52%, while SaaS revenue grew by 10%. Cloud services and license support represented 77% of total revenue.

Record-Level AI Demand

Oracle Cloud Infrastructure revenue increased by 52%, driven by extraordinary growth in AI demand, with GPU consumption up 336%.

Significant Increase in RPO

Remaining performance obligation (RPO) grew by 50% to $97.3 billion. Cloud RPO grew nearly 80%, indicating strong future revenue potential.

Impressive Operating Income and Margin

Operating income grew by 10%, with an operating margin of 43%, up 60 basis points from the previous year.

Positive Outlook and Guidance

Oracle expects total cloud revenue to surpass $25 billion this fiscal year. Guidance for Q3 includes a total revenue growth of 9% to 11% in constant currency.

Advancements in AI Infrastructure

Oracle delivered the world's largest and fastest AI supercomputer, scaling up to 65,000 NVIDIA H200 GPUs, enhancing its AI infrastructure capabilities.

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Oracle (GB:0R1Z) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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GB:0R1Z Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 13, 2025	2025 (Q3)	1.50 / -	1.41	―	―	―
Dec 09, 2024	2025 (Q2)	1.48 / 1.47	1.34	9.70% (+0.13)	―
Sep 09, 2024	2025 (Q1)	1.33 / 1.39	1.19	16.81% (+0.20)	―
Jun 11, 2024	2024 (Q4)	1.65 / 1.63	1.67	-2.40% (-0.04)	―
Mar 11, 2024	2024 (Q3)	1.38 / 1.41	1.22	15.57% (+0.19)	―
Dec 11, 2023	2024 (Q2)	1.33 / 1.34	1.21	10.74% (+0.13)	―
Sep 11, 2023	2024 (Q1)	1.15 / 1.19	1.03	15.53% (+0.16)	―
Jun 12, 2023	2023 (Q4)	1.58 / 1.67	1.54	8.44% (+0.13)	―
Mar 10, 2023	2023 (Q3)	1.20 / 1.22	1.13	7.96% (+0.09)	―
Dec 12, 2022	2023 (Q2)	1.17 / 1.21	1.21	0.00% (0.00)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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GB:0R1Z Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 09, 2024	$190.64	$175.98	-7.69%
Sep 09, 2024	$140.33	$140.33	0.00%
Jun 11, 2024	$125.45	$135.87	+8.31%
Mar 11, 2024	$112.78	$123.96	+9.91%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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