Description

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue and earnings per share (EPS). The company’s results reflect significant momentum in its cloud transition, which has been a strategic focus for several years. On the positive side, Oracle has demonstrated robust growth across its cloud offerings. Total cloud revenue, combining Software as a Service (SaaS) and Infrastructure as a Service (IaaS), increased by 27% to $6.7 billion. Specifically, IaaS revenues grew by an impressive 52%, driven by Oracle Cloud Infrastructure (OCI) consumption, which rose 62%. The company has seen exceptional demand for its infrastructure services, leading to an optimistic outlook with projected revenue growth of over 70% for OCI in the coming year. Oracle is also capitalizing on its strong enterprise application portfolio, with its strategic SaaS applications witnessing a 20% increase in annualized revenues.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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