Oracle shares rise 8% as earnings beat expectations

Oracle shares increased by 8% in after-hours trading on June 11, 2025, after the company reported its fiscal fourth-quarter results, which surpassed Wall Street expectations.

The company posted adjusted earnings per share of US$1.70, exceeding analyst forecasts of US$1.64, according to LSEG.

Revenue for the quarter was US$15.9 billion, surpassing the expected US$15.59 billion and reflecting an 11% year-over-year increase.

Net income was reported at US$3.43 billion, up from US$3.14 billion during the same period last year.

For the fiscal first quarter, Oracle projects adjusted earnings per share between US$1.46 and US$1.50. Revenue growth is expected to be between 12% and 14%.

Analysts had anticipated earnings per share of US$1.48 and revenue of US$14.96 billion.

Cloud services and license support revenue totaled US$11.7 billion in the fourth quarter, above the US$11.59 billion consensus from analysts surveyed by StreetAccount.

🔗 Source: CNBC

🧠 Food for thought

1️⃣ Oracle’s remarkable cloud transformation after decades of slower growth

Oracle’s projected 70% cloud infrastructure growth for fiscal 2026 represents a dramatic acceleration from its historical trajectory.

From 2011 to 2019, Oracle’s revenue growth had slowed significantly to less than 5% annually, after previously reaching $39.5 billion in fiscal 2019 1.

This current acceleration marks a strategic pivot for a company that built its fortune on database software. Cloud services now constitute 77% of Oracle’s total revenue, growing by 24% in fiscal 2024 2.

The company’s ambitious projection to exceed US$104 billion in revenue by fiscal 2029 would represent more than doubling its current size, a pace of expansion not seen since its early decades.

This transformation is particularly notable for a 47-year-old technology company, demonstrating that legacy enterprises can successfully pivot to high-growth cloud models when properly executed.