The actions of Oracle They have risen 13.31% in Wall Street after the company's profits in the fourth quarter and in fiscal year 2025 surprised the market, as well as their forecast of higher income. concrete, the American technological one scored A benefit 4,827 million dollars between March and May of this year, an increase of 6% compared to the 4,607 million achieved in the same comparable period. This has raised the benefit per share (BPA) to 1.7 dollars, a figure that is above the market forecasts of a BPA of $ 1.64. In the last twelve months, Oracle's net profit It grew by 10%, to 17,284 million dollarsfor a BPA of $ 6.03 per share. So far this year, that is, between January and May, 2025, the company chaired by Larry Ellison has earned $ 12,443 million, which places the BPA at $ 4.34 per share. On the other hand, income increased by 11% in the quarter and 8% in the fiscal year, to 15,903 million and 57,399 million, respectively. Both figures were also above market forecasts. According to Oracle, Income from cloud services and licenses support grew by 12% In the last fiscal year, reaching the 44,000 million dollars. In addition, the Revenue from cloud licenses and local licenses increased 2%, ascending to 5.2 billion. On the contrary, hardware sales and services were reduced by 4%. During the last quarter, Oracle announced an alliance with Cleveland Clinic and G42, the artificial intelligence (AI) company of the United Arab Emirates, for an AI platform for the health sector. Oracle also announced cloud and consulting agreements with IBM. In addition, SoftBank announced that it will acquire Ampere Computing, the 'startup' chip design backed by Oracle, for 6,500 million. The Board of Directors declared a dividend in quarterly cash of $ 0.50 per share common in circulation. This dividend will be paid to the shareholders registered at the end of operations on July 10, 2025, with a payment date of July 24, 2025.
Forecasts
The figures are positive, but it has been the company's optimism that has caught the attention of investors. «The 2025 fiscal year was very good, but we believe that the 2026 will be even bettersince our income growth rates will be significantly higher, «he said Safra CatzCEO of Oracle. Also, Catz has pointed out that Oracle Wait for income of 67,000 million dollars for fiscal year 2026which began this month. That would represent an increase of 16% compared to the previous year and more than 1 billion above the previous estimate would be of Oracle. «We have a clear vision of the future growth of income,» he said. According to the executive, the technological expects that its Total cloud growth rate (more infrastructure applications) increases 24% in fiscal year 2025 to «More than 40%» In 2026. Similarly, the growth of cloud infrastructure is expected to pass 50% in this fiscal year to more than 70% in the next. «Oracle is on the way to becoming the largest cloud application company in the world, but also in One of the main cloud infrastructure companies«Catz added, which has also indicated that the company is on the right track of Overcome the objectives set for fiscal year 2029. The company predicted that it would enter 104,000 million dollars in said fiscal year. For its part, Larry Ellisonpresident and co -founder of the company, has also been very optimistic with the future of Oracle. «Multicloud database income from Amazon, Google and Azure (Microsoft) They grew 115% in the last quarter. We currently have 23 active multicloud data centers, with another 47 under construction during the next 12 months. We hope that Multicloud's income growth in three figures will continue this fiscal year. OCI's income growth rates (Oracle Cloud Infrastructure) are fired … and demand too«, explained the technological director of Oracle. Likewise, Ellison has promised that the company «It will build and operate more cloud infrastructure data centers than all our competitors together». In this sense, the expenses in capital ('Capex') of the company multiplied by three in the last fiscal year, up to 21,000 million dollars, and the company expects to continue increasing to 25,000 million in this next year. «The 'capex' will increase because Demand now seems almost insatiable. I mean, I don't know how to describe it. I have never seen something remotely similar«Ellison said. On the other hand, Ellison has assured that the company received an request from an unidentified customer for all available capacity in the cloud.» We had never received such an order. We had to reorganize things. We did our best to give them the ability they needed, «he added. Ellison has also indicated that the Chinese retailer Temu He is moving his infrastructure to the Oracle cloud.
