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Data Story: Oracle’s stellar cloud revenue guidance

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Oracle cuts jobs in cloud division amid rising AI investments
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Debasis Mohapatra

DBT Bureau, 11 September 2025

Oracle results have stunned the market. Its growth in the cloud division has been so impressive that the stock has jumped closed to 35% in the last five days. It has propelled Oracle’s Founder, Larry Ellison to be the richest person of the world, albeit briefly.

Here is a snapshot Oracle’s performance for Q1 ending August 31, 2025:

ParticularsQ1 of Fiscal 2026 (Revenue)YoY Growth/Fall (constant currency)
Cloud$7.18 billion27% ↑
Software$5.72 billion2% ↓
Hardware$0.67 billion1% ↑
Services$1.34 billion5% ↑
Total$14.92 billion11% ↑
  • Total Contract Value: $455 billion (359% ↑)
  • Guidance:
  • Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year.
  • Oracle Cloud Infrastructure revenue in next four years:
  • $32 billion (FY27)
  • $73 billion (FY28)
  • $114 billion (FY29)
  • $144 billion (FY30)

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