Oracle has announced its Q4 and full year 2025 financial results, reporting outcomes that surpassed Wall Street estimates and indicate substantial cloud growth on the horizon.
The software company reported Q4 revenue of $15.9 billion, an increase of 11% from 2024.
For the quarter, the company also reported that Cloud services and license support revenues increased by 14% in both USD and constant currency, totaling $11.7 billion. Additionally, Cloud license and on-premise license revenues rose by 9% in USD and 8% in constant currency, reaching $2.0 billion.
Oracle CEO, Safra Catz told investors, “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.”
Oracle Chairman and CTO, Larry Ellison commented, “MultiCloud database revenue from Amazon, Google and Azure grew 115% from Q3 to Q4… We expect triple-digit MultiCloud revenue growth to continue in FY26.”
Moving into FY 2026, Ellison stated that the company was focused on building “another 30” data centers. “We expect OCI consumption revenue to grow even faster in FY26. OCI revenue growth rates are skyrocketing—so is demand.”
Looking ahead, Catz noted that cloud infrastructure revenue is expected to rise by more than 70% in the 2026 fiscal year, a significant increase from the 50% growth seen in fiscal 2025.
By CEO NA Editorial Staff