Oracle
Total Revenue : $14.1 billion, up 6% in USD and 8% in constant currency
Cloud Revenue (IaaS + SaaS) : $6.2 billion, up 23% in USD and 25% in constant currency
Cloud Infrastructure (IaaS) Revenue : $2.7 billion, up 49% in USD and 51% in constant currency
Cloud Application (SaaS) Revenue : $3.6 billion, up 9% in USD and 10% in constant currency
Fusion Cloud ERP (SaaS) Revenue : $0.9 billion, up 16% in USD and 18% in constant currency
NetSuite Cloud ERP (SaaS) Revenue : $0.9 billion, up 16% in USD and 17% in constant currency
Remaining Performance Obligations : $130 billion, up 62% in USD and 63% in constant currency
GAAP Earnings Per Share : $1.02, up 20%
Non-GAAP Earnings Per Share : $1.47, up 4%
Revenue Breakdown
Segment Q3 FY25 Revenue Q3 FY24 Revenue Growth (USD) Growth (Constant Currency) Cloud Services & License Support $11.0B $10.0B +10% +12% Cloud License & On-Premise License $1.1B $1.3B -10% -8% Hardware $703M $754M -7% -5% Services $1.3B $1.3B -1% +1% Total Revenue $14.1B $13.3B +6% +8%
Operating Performance
Metric Q3 FY25 Q3 FY24 Growth (USD) Growth (Constant Currency) Operating Income $4.36B $3.75B +16% +20% Income Before Taxes $3.45B $2.87B +20% +25% Net Income $2.94B $2.40B +22% +27%
Expense Analysis
Expense Category Q3 FY25 Q3 FY24 Growth (USD) Growth (Constant Currency) Cloud Services & License Support $2.88B $2.45B +18% +19% Hardware $197M $217M -9% -7% Services $1.12B $1.20B -7% -5% Sales & Marketing $2.12B $2.04B +4% +6% Research & Development $2.43B $2.25B +8% +9% General & Administrative $390M $377M +3% +5% Total Operating Expenses $9.77B $9.53B +3% +4%
Earnings Per Share (EPS)
Type Q3 FY25 Q3 FY24 Basic EPS $1.05 $0.87 Diluted EPS $1.02 $0.85
Oracle’s Q3 Fiscal 2025 results demonstrate significant growth in cloud services, particularly in IaaS and SaaS offerings. The company’s strong cloud momentum, rising remaining performance obligations, and increasing net income indicate a positive outlook for future quarters. Despite slight declines in hardware and on-premise license revenues, Oracle continues to show resilience and a strong transition towards cloud-based services.
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