Oracle Reports Strong Fiscal Q3 2025 Performance, Cloud Revenue Surges
Oracle Achieves $130 Billion in Remaining Performance Obligations, Signaling Future Growth
Austin, TX – March 10, 2025 – Oracle Corporation (NYSE: ORCL) today announced its fiscal Q3 2025 results, highlighting record cloud growth and strong financial performance.

Key Financial Highlights
Remaining Performance Obligations (RPO): $130 billion (up 62% YoY in USD, 63% in constant currency).
Total Revenue: $14.1 billion (up 6% YoY in USD, 8% in constant currency).
Cloud Revenue (IaaS + SaaS): $6.2 billion (up 23% YoY in USD, 25% in constant currency).
Cloud Infrastructure (IaaS): $2.7 billion (+49% YoY in USD, +51% in constant currency).
Cloud Applications (SaaS): $3.6 billion (+9% YoY in USD, +10% in constant currency).
Operating Income (GAAP): $4.4 billion, 31% margin.
Operating Income (Non-GAAP): $6.2 billion, 44% margin (up 7% YoY in USD, 9% in constant currency).
Net Income (GAAP): $2.9 billion (up 22% YoY in USD, 27% in constant currency).
Earnings Per Share (GAAP): $1.02 (up 20% YoY in USD, 25% in constant currency).
Earnings Per Share (Non-GAAP): $1.47 (up 4% YoY in USD, 7% in constant currency).
Free Cash Flow: $5.8 billion over the last twelve months.
CEO & CTO Statements
Oracle CEO Safra Catz emphasized the company’s record-breaking cloud sales, stating:

“Oracle signed sales contracts exceeding $48 billion in Q3, pushing our RPO to $130 billion. This record-breaking performance underscores our growth momentum, with major cloud agreements secured with OpenAI, xAI, Meta, NVIDIA, and AMD. We anticipate our next fiscal year (starting June) will see a 15% revenue increase as RPO continues its strong growth.”

Oracle Chairman & CTO Larry Ellison highlighted Oracle’s AI and MultiCloud expansion:

“We are on track to double our data center capacity in 2025, driven by record-breaking demand for AI training and cloud infrastructure. GPU consumption for AI training surged 244% YoY, and demand for AI inferencing is rising exponentially. Our new Oracle AI Data Platform integrates OpenAI ChatGPT, xAI Grok, and Meta Llama, enabling secure AI-powered data analysis for enterprises.”

Strategic Growth & Cloud Expansion
AI & Cloud Expansion:

Oracle’s AI partnerships with OpenAI, xAI, Meta, NVIDIA, and AMD position it as a leading AI cloud provider.
GPU consumption for AI training skyrocketed 244% YoY.
Oracle Database MultiCloud revenue (from Microsoft, Google, and Amazon) grew 92% in three months.
AI inferencing demand surges, driving Oracle's next-gen AI cloud offerings.
Oracle AI Data Platform announced, enabling secure AI integration across enterprises.
Infrastructure & Data Center Growth:

Doubling data center capacity in 2025 to meet strong demand.
Cloud infrastructure (IaaS) revenue increased 49% YoY.
Dividend Announcement
Quarterly cash dividend: Increased by 25% to $0.50 per share (previously $0.40).
Payment Date: April 23, 2025.
Record Date: April 10, 2025.
Outlook & Growth Projections
Oracle anticipates:

15% revenue growth in fiscal 2026, driven by strong cloud adoption.
Continued RPO expansion, fueled by new AI and cloud contracts.
Ongoing MultiCloud collaboration with AWS, Google Cloud, and Microsoft Azure.