Oracle Corporation, an American multinational computer technology company, was founded in 1977 by Larry Ellison, Bob Miner, and Ed Oates. Headquartered in Austin, Texas, Oracle is renowned for its innovative database software and technology. The company offers a comprehensive range of enterprise software products and cloud solutions, including Oracle Database, ERP, HCM, and CRM applications. Oracle’s pioneering efforts in autonomous databases and cloud computing have positioned it as a leader in the tech industry. With over 160,000 employees worldwide and operations in more than 150 countries, Oracle continues to drive digital transformation and support businesses globally.
Oracle Fiscal Q3 2025
Oracle (ORCL) had a strong Q3 2025, earning $14.1 billion in total revenue, an 8% increase from last year. Cloud services performed well, with IaaS revenue up 51% and SaaS revenue up 10%. The backlog grew by $48 billion, a 63% rise, and operating income increased by 9%. They also raised their dividend by 25%.
Key Highlights of Earning:
Total Revenue: $14.1 billion, up 6% from last year (8% in constant currency).
Backlog: $130 billion, a 62% increase (63% in constant currency).
Cloud Revenue: $6.2 billion, up 23% (25% in constant currency).
- Infrastructure (IaaS): $2.7 billion, up 49% (51% in constant currency).
- Applications (SaaS): $3.6 billion, up 9% (10% in constant currency).
- Fusion Cloud ERP: $0.9 billion, up 16% (18% in constant currency).
- NetSuite Cloud ERP: $0.9 billion, up 16% (17% in constant currency).
Earnings per Share (EPS):
- GAAP: $1.02, up 20%.
- Non-GAAP: $1.47, up 4%.
Cloud and License Support Revenue: $11.0 billion, up 10% (12% in constant currency).
License Revenue (Cloud & On-Premise): Dropped by 10% (8% in constant currency).
Board Statements
CEO Safra Catz said Oracle secured over $48 billion in sales contracts during Q3. This achievement drove the company’s Remaining Performance Obligations (RPO) up by 63% to surpass $130 billion. Oracle also finalized cloud agreements with prominent technology firms, including OpenAI, xAI, Meta, NVIDIA, and AMD. The company expects its $130 billion sales backlog to contribute to a 15% growth in revenue for the next fiscal year starting in June. Additionally, Oracle aims to expand its RPO further, with plans to finalize its first Stargate contract to boost its AI training and inferencing businesses.
Chairman and CTO Larry Ellison highlighted plans to double Oracle’s data center capacity this year in response to record-level demand. He noted that MultiCloud revenue from collaborations with Microsoft, Google, and Amazon rose 92% in the last three months, while GPU consumption for AI training increased by 244% over the past year. Oracle also introduced the Oracle AI Data Platform, enabling customers to securely analyze private data with AI models like OpenAI ChatGPT and Meta Llama.
Impact on the Stock Market
Oracle’s stock dropped 2% in pre-market trading, while the company showed strong growth in cloud services and raised its dividend, there are some challenges such as delays in cloud capacity expansion and a decline in software license revenues. Additionally, some firms, like Barclays, lowered their price targets for Oracle, citing concerns over the quarter’s performance.
The ORCL stock price is approaching a significant support level near 145. If it holds this level, it may trigger a retracement and lead to a potential price increase. However, if it breaks below 145 and sustains lower levels, the price could decline further to the next support range around 130–126.
