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Posted by
Two Blokes Jun 25 -
Filed in
Stock
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Oracle's 4Q FY2025 earnings beat estimates and with FY2026 revenue outlook showing a continued growth reacceleration, likely indicating that a growth inflection point has been reached. The company guided for strong multicloud and OCI revenue momentum, with RPO expected to grow 100% YoY in FY2026, up from 41% in FY2025. The OCI revenue is expected to accelerate further, with 70% YoY growth projected in FY2026, supported by rising demand for AI databases from hyperscalers.
