ORCL teams up with xAI to deploy Grok models on OCI, boosting cloud revenue growth and fueling future AI adoption.
INTU emerges as a superior stock pick for H2 2025. AI-driven growth and recurring revenues deliver better upside potential.
Oracle Corporation Japan (OTCPK:OCLCF) Q4 2025 Results Conference Call June 27, 2025 3:30 AM ET Company Participants Sivaraman Krishna Kumar - CFO, Corporate Executive Officer & Director Yuki Nishio - Senior Manager of Investor Relations Yuki Nishio [Audio Gap]. Sivaraman Krishna Kumar Thank you very much, Nishio-san.
Six-time world champion Formula One team moves finance and HR processes to the cloud to increase efficiency and support cost cap compliance AUSTIN, Texas and MILTON KEYNES, UK , June 26, 2025 /PRNewswire/ -- Oracle Red Bull Racing is adopting Oracle Fusion Cloud Applications Suite to better support its multiple-championship-winning team. With Oracle Fusion Applications for finance, HR, and customer experience, Oracle Red Bull Racing will be able to increase productivity, reduce costs, and enhance the employee and fan experience.
Virginia-based pediatric care network gains more complete picture of a child's health history, supports early interventions, and enhances patient engagement Solution helps network achieve value-based care objectives AUSTIN, Texas , June 25, 2025 /PRNewswire/ -- Fortify Children's Health, a Virginia-based pediatric care network, is using Oracle Health Data Intelligence to enhance care for its pediatric population and more effectively manage value-based care contract performance. Using Oracle Health Data Intelligence, Fortify Children's Health integrates data from multiple sources to gain a more comprehensive view of patient medical histories, which helps the network to more accurately track care quality and payer metrics to optimize care and reimbursements.
Local and state entities can now access Oracle's cloud-based Public Safety Suite to address evolving citizen demands AUSTIN, Texas , June 25, 2025 /PRNewswire/ -- With more than 31 million citizens spanning 254 counties, rapid population growth in Texas has intensified the need for modern public safety solutions. To support these diverse needs at scale, the Oracle Public Safety Suite is now available to first responders through a contract with the Texas Department of Information Resources (DIR).
A combination of factors, resulting from years of work positioning the company, including results, guidance, and trends in analysts' sentiment, is driving this market, and it is likely to head higher. Much higher.
Oracle's 4Q FY2025 earnings beat estimates and with FY2026 revenue outlook showing a continued growth reacceleration, likely indicating that a growth inflection point has been reached. The company guided for strong multicloud and OCI revenue momentum, with RPO expected to grow 100% YoY in FY2026, up from 41% in FY2025. The OCI revenue is expected to accelerate further, with 70% YoY growth projected in FY2026, supported by rising demand for AI databases from hyperscalers.
Oracle Analytics Cloud enables organizations to drive business insights and take smarter actions to lead the new era of AI-powered analytics AUSTIN, Texas , June 23, 2025 /PRNewswire/ -- Oracle has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms. For the second year in a row, Oracle was recognized for its Ability to Execute and Completeness of Vision.
Oracle (ORCL -2.73%) stock has been in fine form on the market over the past couple of months, gaining 77% from its April 21 52-week low. And it looks like this technology giant is primed for more upside following the release of its latest quarterly report.
Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI-ready database solutions uniquely position it ahead of competitors, enabling large deals even with customers committed to other cloud providers. Valuation remains attractive versus peers like AWS and Azure, with Oracle delivering faster cloud growth, and a solid dividend yield.
Oracle is rapidly expanding data center capacity with a $25B capital outlay, positioning itself as a leading enterprise cloud and AI infrastructure provider. Enterprise adoption of GenAI and agentic AI is fueling massive data growth, driving strong demand for Oracle's cloud and autonomous database services. Despite justified premium valuation, I recommend patience and waiting for price weakness before building a position; I recently reduced my own holdings.