Oracle Corp.

Strong Revenue Growth: Oracle reported total revenue of $15.9 billion for Q4, a year-over-year increase of 11%. Full-year revenue reached $57.4 billion, up 9%. The company anticipates total revenue to surpass $67 billion in FY 2026, equating to a 16% growth rate, driven largely by the cloud and applications sectors.

Cloud Momentum: Total cloud revenue, encompassing both SaaS and IaaS, increased by 27% to $6.7 billion in Q4, contributing to an overall annual cloud services revenue of $24.5 billion, up 24%. IaaS revenue surged 52% to $10.2 billion for FY 2025, with expectations for over 70% growth in FY 2026, indicative of soaring demand and a robust pipeline driven by new cloud applications and infrastructure capabilities.

Remaining Performance Obligations (RPO): Oracle's remaining performance obligations reached $138 billion, reflecting a 41% increase from the prior year. The company expects RPO to grow more than 100% in FY 2026, highlighting a strong backlog of contracted revenue that underpins future growth expectations.