Oracle’s Earnings: Key Information Before Monday | ORBITAL AFFAIRS

Oracle Set to Report Fiscal Q1 2025 Earnings with Focus on Cloud Infrastructure Growth

Key Takeaways

  • Oracle is scheduled to report fiscal first-quarter earnings after the closing bell on Monday.
  • The company has high hopes for cloud infrastructure growth in fiscal 2025.
  • Shares hit a record high after the company announced deals with Microsoft and OpenAI alongside its last quarterly results, reported in June.

Oracle (ORCL) is set to report results from its fiscal first quarter of 2025 after the market closes on Monday. Investors will likely have their eye on cloud infrastructure growth.

The software giant is expected to post revenue of $13.23 billion, up more than 6% year-over-year, on earnings per share of 91 cents, up from 86 cents a year earlier, according to Visible Alpha. Net income is expected to be $2.57 billion.

Analyst Estimates for Q1 2025 Q4 2024 Q1 2024
Revenue $13.23 billion $14.29 billion $12.45 billion
Diluted EPS 91 cents $1.11 86 cents
Net Income $2.57 billion $3.14 billion $2.42 billion

Key Metric: Oracle Cloud Infrastructure Revenue

Oracle shares hit a record high in June when the company announced cloud infrastructure deals with Microsoft (MSFT), OpenAI, and Alphabet’s (GOOGL) Google alongside its fiscal fourth-quarter results. Shares of Oracle, which edged lower Friday, are up some 35% this year.

Oracle Cloud Infrastructure (OCI) revenue was $2 billion last quarter, and the company has guided for more than 50% growth year-over-year in fiscal 2025. Analysts on average are calling for $2.18 billion this quarter, good for 44% growth year-over-year, per Visible Alpha. Artificial intelligence (AI) hardware scarcity is “driving business” to OCI, Morgan Stanley analysts wrote last month.

Jefferies’ analysts said that Oracle will need to see continued OCI demand and improved OCI capacity if the company wants to hit double-digit revenue growth.

Business Spotlight: Partnerships

Last quarter, Oracle suggested it could be well-positioned to benefit from the growing data needs of training and running AI models, especially with its contracts with Microsoft and OpenAI.

Mizuho Americas analysts expect the company to add Amazon.com’s (AMZN) AWS to the mix with an announcement at Oracle’s CloudWorld conference Sept. 9-12. The firm also said Oracle could unveil plans for a new AI factory.

Read the original article on Investopedia.

Conclusion

Oracle’s fiscal first-quarter earnings report is highly anticipated, with investors closely watching the company’s cloud infrastructure growth. With deals with major players like Microsoft and OpenAI, Oracle has positioned itself well in the AI market. The company’s focus on OCI revenue and partnerships will be key factors in its future growth and success.

News Desk

Explore more

Microsoft's AI Surge: A Historic Growth Journey Amidst Rising Demand

Microsoft’s AI Surge: A Historic Growth Journey Amidst Rising Demand

Microsoft's recent fiscal first-quarter earnings report has stirred considerable interest among investors and analysts alike. The tech giant's performance exceeded expectations, signaling robust demand...
Market Shifts: S&P 500 Dips Amid Mixed Earnings and Economic Indicators

Market Shifts: S&P 500 Dips Amid Mixed Earnings and Economic Indicators

On October 30, U.S. equity markets experienced a rollercoaster of activity, ultimately closing slightly lower amid mixed economic signals. The S&P 500 index dipped...

Wingstop Shares Plunge as Q3 Profits and Sales Disappoint

In recent market activity, Wingstop has found itself in a challenging position, with its shares plummeting after third-quarter earnings disappointed investors. This decline marks...
Caterpillar Faces Demand Dip: Earnings Miss and Lowered Revenue Outlook

Caterpillar Faces Demand Dip: Earnings Miss and Lowered Revenue Outlook

Caterpillar Inc., a titan in the construction and mining equipment sector, has recently faced a significant setback as it reported disappointing financial results for...

Sure, please provide the content you’d like me to summarize, and...

The recent financial update from GSK, a leading British pharmaceutical company, has captured the attention of investors and market analysts alike. The company's shares...

Will Michonne Make a Comeback in The Walking Dead Season 11?

Fans are going crazy about The Walking Dead as it is making fans very curious about mix of horror, drama, and strong characters. The...

Tech Stocks Surge as Mixed Earnings Shape Market Trends

On a mixed day for major U.S. equity indexes, the S&P 500 managed a modest gain of 0.2% on October 29, driven largely by...

The Emotional Impact of Sayo’s Brief Appearance in Demon Slayer

What Happened to Sayo in Demon Slayer? In Demon Slayer (Kimetsu no Yaiba) even the minor characters touch the hearts of viewers so much...