Industry Newscloud infrastructureai infrastructureoracleearnings
Oracle Raises Fiscal 2027 Revenue Forecast
8.2
Oracle reported fiscal third-quarter results on Tuesday, Sept. 23, 2025, beating LSEG revenue and EPS estimates and raising its fiscal 2027 revenue guidance to $90 billion. The company posted $17.19 billion in revenue, $8.9 billion in cloud revenue (up 44%), and $1.79 adjusted EPS, citing large AI infrastructure contracts and surging cloud demand. The results highlight continued demand for GPU-backed cloud capacity.
Key Points
- 1Reported $17.19B revenue and $1.79 adjusted EPS, both above LSEG consensus
- 2Posted 44% cloud revenue growth ($8.9B), driven by large AI infrastructure contracts
- 3Raised fiscal 2027 revenue guide to $90B, implying sustained capital deployment and capacity expansion
Scoring Rationale
Significant earnings beat and raised AI-infrastructure guidance; company debt and negative free cash flow limit broader upside.
Sources
Public references used for this report.
Practice interview problems based on real data
1,625 SQL & Python problems across 15 industry datasets — the exact type of data you work with.
Try 250 free problems
