Oracle Japan (4716) investor relations material

Executive summary

• Achieved record-high total revenue and profit for the second quarter, driven by strong cloud business performance and continued leadership in the Japanese market.

• Net sales reached ¥134,677 million, up 7.5% year-over-year, with all profit categories hitting record highs for the interim period.

• Cloud revenue surged 38.3% year-over-year, now accounting for 29% of total revenues.

• Growth driven by strong cloud migration demand, digital transformation, and robust IT investment in Japan.

• Notable customer wins and use cases in logistics, insurance, and global financial services highlight broad market reach.

Financial highlights

• Total revenue reached ¥134,677,000,000, up 7.5% year-over-year.

• Cloud revenue was ¥39,129,000,000, up 38.3% year-over-year.

• Operating income was ¥42,659,000,000, up 1.8% year-over-year.

• Net income was ¥29,913,000,000, up 1.9% year-over-year.

• Basic earnings per share increased to ¥233.59 from ¥228.95 year-over-year.

Outlook and guidance

• Revenue guidance for the full year remains unchanged, supported by a robust pipeline for the second half.

• Full-year net sales forecasted to grow 6.0–10.0% year-over-year, with basic EPS projected at ¥490.00–¥505.00.

• License revenue expected to decline slightly as cloud revenue growth outpaces it, but license pipeline remains strong.

• Year-end dividend yet to be determined; interim dividend set at ¥190 per share.

• Forward-looking statements are based on current assumptions and available information; actual results may differ due to various risks and uncertainties.