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On the left, former executive chairman Fox Corp. Rupert Merdak and Larry Ellison, Oracle co -founder, technology chief director and executive chairman, listen to US President Donald Trump talks to journalists at the White House’s oval office in Washington on February 3, 2025.
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Oracle On Wednesday, the shares increased by about 8% on Wednesday after the software manufacturer reported the results that exceeded the Wall Rate estimates, and reported that the cloud growth will accelerate.
Here’s how the company did compared to the LSEG consensus:
- Profit per share: Is expected to $ 1.70 against $ 1.64
- Income: 15.9 billion dollars against $ 15.59 is expected
Revenue increased by 11% per year for the financial fourth quarter ended on May 31, according to A statement. Net income rose to $ 3.43 billion, or $ 1.19 per share, with $ 3.14 billion, or $ 1.11 per share, in the same quarter last year.
The company called for 1.46 to $ 1.50 adjusted income for the first quarter in the financial quarter, with an increase in revenue within 12% to 14%. Analysts surveyed by LSEG expected $ 1.48 per share and $ 14.96 billion, which provides for a $ 12.4 increase.
Cloud infrastructure revenues should increase by more than 70% in the financial year in 2026, which is 52% in the quarter, CEO Safra Katz said at a conferencing analyst conference. It called for more than $ 67 billion in profit in 2026 compared to the LSEG consensus of $ 65.18 billion.
Viewing further, Oracle is likely to exceed the $ 104 billion target income for the 2029 financial year, which he presented in September, Katz said.
The company said the financial profit in the fourth quarter from cloud services and licenses amounted to $ 11.7 billion, heading a consensus of $ 11.59 billion from analysts interviewed. Klaam and local revenues from a $ 2.01 billion license were above $ 1.82 billion.
During the Oracle quarter announced partnership In Cleveland and G42, the United Arab Emirates Company on Holding Artificial Intelligence on the II Delivery Platform for Health. Oracle also announced Cloud and Advisory commitments since IBM. Softbank said it would acquire Ampere, which supports Oracle Chip Design AMPERE for $ 6.5 billion.
The Chinese Temu’s Chinese online store moves infrastructure to the Oracle cloud, said Larry Ellison, Oracle co-founder and technology chief.
Capital Expenses for the 2025 financial year exceeded $ 21 billion, compared to less than $ 7 billion in the financial 2024. The number of the new financial year should be above $ 25 billion, Katz said.
“We make a bunch of things to reduce Capex costs,” Ellison said. “But even if we do it, Capex will grow because demand now seems almost insatiable. I mean, I don’t know how to describe it. I have never seen anything like that.”
Oracle recently received an order from an unnamed client for all available cloud capacity, he said.
“We had never received such an order before,” said Alison. “We had to move things. We did our best to give them the ability they need.”
As of the closure of the Wednesday, Oracle shares increased by 6% a year, and the S&P 500 index increased by 2%.
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