23 Sources
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Oracle Projects Strong Annual Cloud Growth, Boosting Momentum
Oracle Corp. projected cloud infrastructure sales will jump more than 70% in the fiscal year that began this month, boosting investor enthusiasm for the closely watched business. Oracle, long known for its database software, has been gaining in its effort to become a major player in the business
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Oracle's $116 Billion Surge Leaves Little Room for Error on AI
Oracle Corp. investors find themselves at a pivotal crossroads. Either heed the warning from a growing list of indicators that suggest the stock has run up too far, too fast -- or continue to chase another rally that's been supercharged by lofty artificial intelligence expectations. Shares of the
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Oracle beats quarterly revenue estimates
June 11 (Reuters) - Oracle (ORCL.N), opens new tab surpassed fourth-quarter revenue estimates on Wednesday, boosted by growing demand for its cloud offerings from companies deploying artificial intelligence. The company's growth is largely nurtured by its Oracle Cloud Infrastructure (OCI) solution
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Oracle shares soar as AI cloud demand propels revenue forecast
June 11 (Reuters) - Oracle (ORCL.N), opens new tab shares surged nearly 8% in premarket trading on Thursday after the company raised its annual revenue forecast, driven by strong demand for its AI-related cloud services. The stock has risen nearly 6% so far this year as confidence in the software
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Oracle shares pop 15% to record high on earnings beat, cloud optimism
Larry Ellison, Oracle's co-founder, chief technology officer and chairman, at right, and U.S. President Donald Trump share a laugh as Ellison uses a stool to stand on as he speaks during a news conference in the Roosevelt Room of the White House in Washington on Jan. 21, 2025. Trump announced an
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Oracle's stock on pace for best week since 2001 on cloud momentum
Oracle CEO Safra Catz speaks at the FII PRIORITY Summit in Miami Beach, Florida, on Feb. 20, 2025. Oracle shares are on pace for their best week since 2001 as Wall Street cheers a strong earnings report and bullish comments on the company's prospects in cloud computing. The stock is up about 24%
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Oracle beats expectations on 'insatiable' cloud demand, sending its stock higher - SiliconANGLE
Oracle beats expectations on 'insatiable' cloud demand, sending its stock higher Database giant Oracle Corp.'s stock was moving higher in extended trading today after reporting financial results that surpassed analyst's expectations and saying it expects cloud growth to accelerate in the current
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Oracle Surpasses Quarterly Estimates, Records 11% Rise in Revenue | AIM
The company announced fourth-quarter earnings of $1.70 per share, excluding certain expenses. Oracle surpassed Wall Street's expectations for its FY 2025 fourth-quarter performance on Wednesday. Within hours, increased demand for its cloud services from businesses integrating AI caused its stock
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'We'll take whatever you can give us!' - "insatiable" demand drives Oracle to a strong year end and a bullish outlook for accelerated growth
"Insatiable" cloud demand drove Oracle to a strong year-end with full-year revenues and profits up and a prediction from CEO Safra Catz that there's more acceleration to come in fiscal '26. For Q4 '25, total revenues were up 11% year-on-year to $15.9 billion, with cloud revenue - IaaS and SaaS -
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Oracle shares soar as AI cloud demand propels revenue forecast
Oracle shares jumped nearly 8% after raising its annual revenue forecast, driven by strong demand for AI-powered cloud services. With fiscal 2026 revenue expected at $67 billion, the company's transformation has boosted investor confidence, prompting multiple brokerages to raise their price
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Oracle's AI Ambitions Take Flight After Record Cloud Growth - Oracle (NYSE:ORCL)
Oracle Corp ORCL stock gained on Thursday after the company reported better-than-expected fourth-quarter financial results and issued an upbeat outlook commentary on Wednesday. Oracle reported fourth-quarter revenue of $15.9 billion, up 11% compared to estimates of $15.58 billion, and adjusted
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Oracle Q4 Earnings: Ellison Criticizes Salesforce Over Product Integration
Customers 'will sometimes pick our front office applications over Salesforce,' Oracle CTO Larry Ellison says. Larry Ellison, Oracle co-founder and chief technology officer, criticized the company led by his one-time employee Marc Benioff as offering products that aren't as well integrated as those
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Larry Ellison Says 'Most Of The World's Valuable Data' Is In Oracle As AI Demand Skyrockets - Oracle (NYSE:ORCL)
Enterprise cloud giant, Oracle Corp. ORCL, highlighted its strategic edge in the intensifying global AI race, something that allows it to successfully compete against the giants of this space. What Happened: During its fourth quarter earnings results on Wednesday, Oracle's Chairman, Larry Ellison,
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Oracle Earnings See Cloud Acceleration | The Motley Fool
Oracle's cloud infrastructure revenue rose by 52% year over year in the fourth quarter of fiscal 2025 to $3.0 billion, and the company sees even stronger growth ahead. Oracle expects cloud infrastructure revenue to soar by more than 70% in fiscal 2026 as the company's data center investments pay
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Oracle's Cloud Revenue Jumps 27% in Its Fiscal 2025 Q4 | The Motley Fool
Oracle (ORCL -0.62%) reported its fiscal 2025 fourth-quarter results on June 11, delivering quarterly revenue of $15.9 billion (up 11%) and annual revenue of $57.4 billion (up 9%), surpassing earlier guidance. It also raised its fiscal 2026 revenue target to over $67 billion, forecasting 16%
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Oracle's Larry Ellison Just Made a Bold Prediction. Should You Get in on the Stock Now? | The Motley Fool
Oracle (ORCL -2.17%) has long been a giant in database management, and that's helped the company steadily grow revenue over time. But over the past couple of years, Oracle has seen revenue truly take off thanks to the company's cloud infrastructure business. And what's driving this is demand from
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Prediction: This Artificial Intelligence (AI) Stock Will Lead the Next Tech Bull Market | The Motley Fool
Nvidia's graphics processing units (GPUs) are considered the industry gold standard for generative AI hardware, and cloud hyperscalers and others in big tech just couldn't stop buying these pricey chipsets. While GPUs are still very much in demand, I think a new chapter is quietly unfolding within
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Prediction: This Artificial Intelligence (AI) Stock Could Hit a $1 Trillion Valuation by 2030 | The Motley Fool
Oracle (ORCL -1.56%) stock zoomed higher on June 11 after the company reported its fiscal 2025 fourth-quarter results (for the three months ended May 31), and the post-earnings bounce has taken its market cap to just over $600 billion. The stock is up impressively as its Q4 numbers beat consensus
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Oracle shares soar as AI cloud demand propels revenue forecast
Oracle shares surged nearly eight per cent in premarket trading on Thursday after the company raised its annual revenue forecast, driven by strong demand for its AI-related cloud services. The stock has risen nearly six per cent so far this year as confidence in the software sector remained strong
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Oracle stock soars to all-time high of $198.41 By Investing.com
In a remarkable display of market confidence, Oracle Corporation (NYSE:ORCL)'s stock has reached an all-time high, touching a price level of $198.41. With a substantial market capitalization of $556 billion, InvestingPro analysis indicates the stock is trading above its Fair Value, with multiple
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Oracle beats quarterly revenue estimates
(Reuters) -Oracle surpassed fourth-quarter revenue estimates on Wednesday, boosted by growing demand for its cloud offerings from companies deploying artificial intelligence. The company's growth is largely nurtured by its Oracle Cloud Infrastructure (OCI) solution and support for AI workloads.
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Oracle soars after raising annual forecast on robust cloud services demand
(Reuters) -Oracle raised its annual revenue growth forecast on Wednesday, betting on robust demand for its cloud offerings from companies deploying artificial intelligence, sending its shares up more than 7% after the bell. For fiscal 2026, Oracle expects total revenue to be at least $67 billion,
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Oracle shares soar as AI cloud demand propels revenue forecast
STORY: Shares of Oracle hit a record high on Thursday, surging more than 14% to top the $200-mark for the first time, after the company raised its annual revenue forecast. The positive outlook was driven by strong demand for its AI-related cloud services. Confidence in the software sector
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Oracle's cloud business experiences significant growth, driven by AI-related services, leading to strong financial results and a surge in stock price.
Oracle Corporation, traditionally known for its database software, has made significant strides in the cloud computing market, particularly in services tailored for artificial intelligence (AI) workloads. The company's recent financial results and projections have sparked investor enthusiasm, leading to a substantial surge in its stock price
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Source: Bloomberg
Oracle reported strong fourth-quarter results, with revenue reaching $15.90 billion, surpassing analysts' estimates of $15.59 billion
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. The company's cloud services quarterly revenue rose 14% to $11.70 billion, demonstrating the growing demand for its AI-related cloud offerings4
.CEO Safra Catz provided an optimistic outlook, stating, "We expect our total cloud growth rate -- applications plus infrastructure -- will increase from 24% in fiscal year 2025 to over 40% in fiscal year 2026"
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. The company projects its cloud infrastructure sales to jump more than 70% in the current fiscal year1
.Oracle's growth is largely attributed to its Oracle Cloud Infrastructure (OCI) solution and support for AI workloads. The company has been actively expanding its AI capabilities, introducing AI assistants, advisers, and agents. In March, Oracle launched its AI Agent Studio, designed to help customers and partners build customized AI agents
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Source: Motley Fool
A key development in Oracle's AI strategy is the formation of a joint venture called Stargate with OpenAI, aimed at providing massive computing power for AI applications
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. This partnership, along with securing clients such as Elon Musk's xAI and Meta Platforms Inc., has positioned Oracle as a significant player in the AI cloud services market1
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The market has responded enthusiastically to Oracle's AI-driven growth, with the company's stock price soaring 75% from April's low
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. Following the earnings report, Oracle shares surged nearly 8% in premarket trading, heading towards a record close4
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.However, this rapid ascent has led to some concerns. The stock is now trading at its most overbought level in 25 years and at its steepest valuation in more than two decades
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. Despite these potential red flags, many analysts remain optimistic about Oracle's prospects in the AI-driven cloud market.
Source: SiliconANGLE
While Oracle has made significant progress, it still faces stiff competition from established cloud giants like Amazon, Google, and Microsoft. Oracle's cloud revenue of $3 billion in the May quarter is notably smaller than Google's $12 billion
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. However, Oracle's growth rate in this sector is outpacing its larger rivals.Looking ahead, Oracle expects total revenue to reach at least $67 billion for fiscal 2026
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. The company is also eyeing potential gains from the OpenAI Stargate project, which targets $500 billion in investments over four years5
. These projections, coupled with Oracle's expanding AI capabilities, suggest a promising future for the company in the rapidly evolving AI and cloud computing landscape.As Oracle continues to leverage its database expertise and expand its cloud infrastructure, it appears well-positioned to capitalize on the growing demand for AI-related cloud services. However, the company will need to navigate capacity constraints and intense competition to maintain its current momentum in this dynamic market.
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