Oracle Q4 2025 Earnings Preview: Cloud Growth and AI Strategy Insights at $124

UPDATE—June 11, 2024: This article has been revised to correct Oracle’s Q4 2023 net income figures and incorporate the latest analyst forecasts and share price data.

Key Highlights

• Oracle will release its fiscal 2024 Q4 earnings after market close on Tuesday.
• Revenue is projected to increase year-over-year, while net income may see a slight decline, based on Visible Alpha analyst consensus.
• Investors are closely monitoring Oracle’s ongoing momentum in cloud infrastructure services.
• Expect updates on Oracle’s role in advancing sovereign AI solutions for enterprises.

Oracle (ORCL) prepares to unveil its Q4 fiscal 2024 results Tuesday evening, with particular focus on cloud infrastructure performance and strategic developments in sovereign artificial intelligence (AI).

Analysts estimate Oracle’s revenue will reach $14.57 billion for the quarter, marking growth versus both the prior quarter and the same period last year, according to Visible Alpha data.

Net income forecasts sit at $3.31 billion, reflecting an increase from the previous quarter but a slight dip compared to last year. Diluted earnings per share (EPS) are expected at $1.17, up from $0.85 last quarter and near last year’s $1.19.

Cloud Infrastructure: Driving Record Demand

In March, Oracle highlighted that its cloud infrastructure business propelled the company’s remaining performance obligations to an all-time high, fueled by robust AI-driven demand.

CEO Safra Catz emphasized the continuous influx of significant cloud infrastructure contracts, predicting sustained expansion in reserved cloud capacity.

Despite supply constraints in Oracle’s Gen2 AI infrastructure, the company is rapidly launching and enlarging cloud data centers to meet escalating needs.

The earnings announcement may reveal new cloud infrastructure client wins and progress on existing contracts as customers ramp up AI investments.

Mizuho analysts noted, "While Oracle faces macroeconomic pressures affecting enterprise software, Q4 consensus estimates appear conservative. Strong OCI momentum and select application growth could enable Oracle to surpass expectations, offsetting license revenue softness."

Strategic AI Collaborations and Sovereign AI Focus

Oracle has forged strategic partnerships with AI frontrunners like Microsoft and Palantir Technologies, enhancing its enterprise AI monetization capabilities.

These alliances bolster Oracle’s edge in addressing critical AI era challenges, including the development of sovereign AI systems that enable organizations to maintain control over their AI infrastructure and data.

With data privacy concerns mounting, Oracle is well-positioned to support governments and enterprises aiming to build secure, sovereign AI environments.

The upcoming earnings call may provide fresh insights into how Oracle’s sovereign AI initiatives are progressing and what differentiates its offerings in this emerging market.

Oracle’s stock has surged approximately 18% year-to-date, trading at $124 in pre-market on Tuesday.

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