Oracle released its Q3 earnings report, with an EPS of USD 1.02 and an adjusted operating margin of 44%. However, the adjusted EPS of $1.47 missed the estimated $1.49.
ORCL Q3: AI-driven RPOs hit record highs, market divided on guidance
$Oracle(ORCL)$ Q3 FY2025C results highlight a strong demand environment, particularly in its cloud and AI segments.The company achieved record order intake and demonstrated strong financial discipline while improving shareholder returns, but current period results were somewhat short of expectations;Looking ahead, Oracle's strategic focus on artificial intelligence and multi-cloud partnerships puts it in a position to accelerate growth, with revenues expected to grow by approximately 20% in fiscal 2027.Performance and Market FeedbackCore Financial IndicatorsTotal Revenue: $14.1B (+6% yoy, +8% FX), below market expectation of $14.39BCloud Services & License Support Revenue: $11.0B (+10% yoy, FX +12%), 78% of revenue, but below estimates of $11.
ORCL Q3: AI-driven RPOs hit record highs, market divided on guidance
$Oracle(ORCL)$ Q3 FY2025C results highlight a strong demand environment, particularly in its cloud and AI segments.The company achieved record order intake and demonstrated strong financial discipline while improving shareholder returns, but current period results were somewhat short of expectations;Looking ahead, Oracle's strategic focus on artificial intelligence and multi-cloud partnerships puts it in a position to accelerate growth, with revenues expected to grow by approximately 20% in fiscal 2027.Performance and Market FeedbackCore Financial IndicatorsTotal Revenue: $14.1B (+6% yoy, +8% FX), below market expectation of $14.39BCloud Services & License Support Revenue: $11.0B (+10% yoy, FX +12%), 78% of revenue, but below estimates of $11.