Oracle released its Q4 and full fiscal year 2025 results on June 11th. For the full year, total revenues grew 8% to $57.4 billion, with cloud services and license support revenue increasing by 12% to $44.0 billion. The fourth quarter showed accelerating momentum, particularly in the Cloud Application (SaaS) category, where Oracle’s two main ERP offerings performed well. NetSuite Cloud ERP grew 18% to $1.0 billion in quarterly revenue, while Fusion Cloud ERP grew 22%, also reaching $1.0 billion. Combined, these ERP products account for $2.0 billion of Oracle’s total $3.7 billion in quarterly SaaS revenue. Another significant contributor was Oracle’s Cloud Infrastructure (IaaS) revenue, which increased 52% in Q4.
In the earnings announcement, Oracle leadership provided guidance for fiscal year 2026. CEO Safra Catz contrasted the full-year results with future expectations, stating that she expects total cloud growth to accelerate from FY25’s rate of 24% to over 40% in FY26. Similarly, she projected IaaS growth to increase from 50% in FY25 to over 70% in the upcoming year. Chairman and CTO Larry Ellison noted that demand is being driven by AI workloads and multi-cloud deployments. The results and guidance indicate that while the company’s core ERP products are performing well, a primary driver for its future growth targets is the Oracle Cloud Infrastructure (OCI) business.
Source: Oracle Announces Fiscal 2025 Fourth Quarter and Fiscal Full Year Financial Results
