Oracle Corporation (ORCL) reported a 62% increase in Oracle Cloud Infrastructure (OCI) consumption revenues for the fourth quarter of fiscal 2025, driven by demand for high-performance computing and AI workloads. Total cloud revenues reached $6.7 billion, reflecting a 27% year-over-year growth. OCI now has annualized revenues nearing $12 billion. Oracle aims to boost its AI capabilities through a partnership with AMD, integrating AMD Instinct MI355X GPUs, which promise over 2x price-performance compared to previous generations.
Oracle is actively expanding its global data center presence, currently operating in 23 cloud regions with plans for an additional 47. This growth is supported by a $21.2 billion capital expenditure in fiscal 2025, with another $25 billion planned for fiscal 2026. OCI revenues are projected to increase by over 70% in fiscal 2026.
The Zacks Consensus Estimate for Oracle’s fiscal 2026 revenues stands at $66.73 billion, a 16.25% increase year-over-year, while earnings are expected to reach $6.68 per share, marking a 10.78% growth from fiscal 2025.
