$ORCL Oracle Q2 FY25 (November quarter).
• RPO +50% Y/Y fx neutral to $97B.
CEO Safra Catz:
"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors."
• Revenue +9% Y/Y to $14.1B ($20M miss).
• Non-GAAP EPS $1.47 ($0.01 miss).
• Dividend $0.40/share (unchanged).
Cloud revenue +24% Y/Y to $5.9B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +52% Y/Y to $2.4B.
• RPO +50% Y/Y fx neutral to $97B.
CEO Safra Catz:
"Record level AI demand drove Oracle Cloud Infrastructure revenue up 52% in Q2, a much higher growth rate than any of our hyperscale cloud infrastructure competitors."
• Revenue +9% Y/Y to $14.1B ($20M miss).
• Non-GAAP EPS $1.47 ($0.01 miss).
• Dividend $0.40/share (unchanged).
Cloud revenue +24% Y/Y to $5.9B:
• Application (SaaS) +10% Y/Y to $3.5B.
• Infrastructure (IaaS) +52% Y/Y to $2.4B.