Oracle Corporation (ORCL) is set to release its fiscal fourth-quarter 2025 results on June 11, 2025. The company anticipates revenue growth of 8% to 10% in dollar terms, with Zacks’ consensus estimate for revenues at $15.54 billion, reflecting an 8.8% year-over-year increase. Non-GAAP earnings per share (EPS) are expected to range from $1.61 to $1.66 in USD, with a consensus mark of $1.64 per share, indicating a 0.61% growth from the previous year.
Despite the anticipated growth, Oracle has faced execution challenges and delivered a negative earnings surprise of 0.68% in the last reported quarter, missing estimates in three out of the last four quarters. The company’s robust $130 billion remaining performance obligations and strategic partnerships with firms like Google Cloud and Microsoft Azure aim to strengthen its market position, though capacity constraints may hinder revenue conversion.
Oracle’s share price has declined by 10.1% over the past six months, amid growing competition from cloud service providers, who accounted for 63% of total enterprise spending in Q1 2025. The company currently trades at a price/book ratio of 27.73X, significantly above the industry average of 8.89X, suggesting a stretched valuation.
