Oracle concludes strong FY25 with OCI momentum driving ambitious growth projections

Oracle has announced its results for Q4 and FY25 (ended 31st May 2025), capping off what CEO Safra Catz described as "a very good year" whilst positioning the company for “dramatically higher” growth ahead. Full-year revenue rose 9% year-over-year (yoy) in constant currency (ccy) to $57.4bn, with cloud services and licence support revenues up 12% to $44.0bn, representing 77% of total revenue.

The standout performer remained Oracle Cloud Infrastructure (OCI), which delivered revenue of $3.0bn in Q4 (up 52% yoy), building on the "hypergrowth" trajectory seen throughout the year (see Cloud momentum drives Q3 growth for Oracle as Stargate beckons). Cloud Infrastructure consumption revenue grew 62% in Q4, highlighting strong customer adoption, with the company expecting even faster growth in FY26

Oracle's ambitious outlook centres on its positioning within the AI infrastructure boom. Catz projects that the company’s total cloud growth rates will leap from 24% in FY25 to "over 40%" in FY26, with OCI growth accelerating from 50% in FY25 to "over 70%" next year.

The company's MultiCloud strategy is gaining significant traction too, with database revenue from Amazon, Google and Microsoft Azure growing 115% from Q3 to Q4. Oracle now operates 23 MultiCloud datacentres (with 47 more planned over the next 12 months). Revenue from Oracle Cloud@Customer dedicated datacentres grew 104% yoy, with 29 now live and another 30 being built in FY26.

Regionally-speaking, Oracle’s Europe business (24% of the global total) grew 8% to $14.0bn in FY25 – more than twice the APAC rate (up 3% to $7.0bn); but the best-performing region was Oracle’s largest: Americas up 10% to $36.3bn.

For UK enterprises, Oracle's substantial expansion in AI-optimised infrastructure, coupled with partnerships across major cloud platforms, creates compelling options for organisations seeking to modernise their data estate whilst maintaining Oracle database investments… though (as we commented after April’s CloudWorld Tour London event – see AI (with adoption assistance) dominates at Oracle and NetSuite events), it remains to be seen to what extent customers flock to embrace new AI features, and how quickly.

Posted by: Craig Wentworth at 00:24

Tags: results   PaaS   OCI