Japan · Delayed Price · Currency is JPY Oracle Corporation Japan Earnings Call Transcripts
Fiscal Year 2026
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Third quarter revenue and profits reached record highs, fueled by nearly 35% cloud revenue growth and robust demand across industries. The company maintains a strong pipeline and does not plan to revise guidance, while monitoring cost pressures and continuing investments in cloud and AI.
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Record Q2 revenue and profit driven by 38.3% cloud growth, now 29% of total revenue. Robust pipeline supports unchanged full-year guidance, with cloud and AI adoption accelerating across key industries.
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Q1 saw record revenue, up 3.7% year-over-year, with cloud revenue surging 37.2% and now 29% of total. Operating and net income declined due to lower software license sales, but strong cloud momentum and full-year guidance are maintained.
Fiscal Year 2025
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Q4 and FY25 saw double-digit revenue growth, record RPO, and surging demand for cloud and AI services. FY26 guidance was raised, with cloud revenue expected to grow over 40% and infrastructure over 70%. CapEx is set to exceed $25 billion to meet unprecedented demand.
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Record bookings and RPO growth driven by surging AI and cloud demand, with cloud revenue up 25% and OCI revenue up 51% year-over-year. FY25 and FY26 outlooks call for accelerating growth, supported by major AI contracts, new product launches, and a 25% dividend increase.
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Q2 saw record revenue and profit margins, fueled by strong cloud growth and major customer wins in Japan. Cloud services now make up 23% of revenue, with guidance unchanged and further growth expected, especially from new Alloy deployments.
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Q1 FY2025 delivered record revenue and margin highs, with 11.4% revenue growth and strong cloud and license demand. Cloud revenue rose 9.2%, and operating income increased 20.2%. Guidance for FY2025 remains at 5%-9% revenue growth and stable margins.