)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Oracle (ORCL) investor relations material
Oracle Financial Analyst Meeting 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial Analyst Meeting 2025 summary16 Oct, 2025
Event attendance and context
Attendance at the event increased by 70% compared to the previous year, reflecting heightened interest and growth in the business and its ecosystem.
The agenda included deep dives into cloud infrastructure, applications, health, embedded finance, AI, and a financial outlook, with Q&A sessions.
OCI business growth and segment performance
OCI is experiencing hyper growth, driven by enterprise, distributed cloud, cloud native, and AI infrastructure segments, all showing accelerating growth rates.
Enterprise segment saw 33% YoY growth, with multi-cloud database business growing over 1500% as Oracle's data platform becomes available on all major clouds.
Distributed cloud segment grew 77% YoY, with 60+ dedicated and alloy regions globally and an average deal size of $67M.
Cloud native segment posted 49% YoY growth, with large ISVs and security companies migrating for price-performance and engineering partnerships.
AI infrastructure segment achieved 117% YoY growth, with over 700 customers and a focus on rapid delivery, efficient data center design, and high scalability.
Financial outlook and updated guidance
Updated long-term financial outlook projects total revenue to reach $225B by FY30, reflecting a 31% CAGR from FY25 to FY30, with non-GAAP EPS expected to grow at a 28% CAGR, reaching $21.00 by FY30.
Revenue guidance has been raised compared to the previous year, with FY26 revenue now projected at $67B and a significant increase in future years, driven by accelerating customer demand and backlog conversion.
Remaining Performance Obligations (RPO) exceeded $455B, up 359% YoY, and surpassed $500B early in Q2, indicating robust, enduring demand.
Cloud revenue is expected to cross 50% of total revenue, with a forecasted 16% growth rate for FY2026, the fastest organic growth in over 15 years.
Profit growth is driven by pricing discipline, scale efficiencies, and operational discipline in matching expenses to revenue ramp.
Strategy to overcome AI infrastructure supply constraints?
What is the impact of AI on Oracle's application pricing?
How does Oracle's full stack strategy ensure long-term growth?
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AGM 202518 Nov, 2025
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Frequently asked questions
One of the largest software companies in the world
Oracle Corporation is a multinational technology company specializing in database software. The company provides solutions for managing and analyzing data, enabling businesses to effectively store, retrieve, and process information pertinent to their operations. Oracle's expertise lies in database management systems, offering robust and reliable software that helps organizations handle vast amounts of data efficiently. Their products make it possible for other businesses to make data-driven decisions, which in turn can help enhance operational efficiency. Some notable customers of Oracle include heavy-hitters such as Walmart and GE.
Steady growth since the 70’s
Oracle Corporation was founded in 1977 by Larry Ellison, Bob Miner, and Ed Oates. Initially, the company focused on developing and selling relational database management systems (RDBMS). Over the years, Oracle has expanded its product portfolio and became one of the leading providers of enterprise software, cloud services, and hardware systems. Oracle's growth can partly be attributed to strategic acquisitions, such as the purchases of Sun Microsystems and Netsuite. The company also places a focus on innovation and progress through strategic investments in new technologies and software.
Today, Oracle is a global company serving a wide range of industries and sectors. Their solutions include database management systems, cloud infrastructure, applications, and various business software. Oracle's customer base spans across enterprises of all sizes, including multinational corporations, government organizations, and small businesses.
An extensive suite of products
Oracle's product portfolio includes database management systems, cloud infrastructure and platform services, enterprise applications, and industry-specific solutions. The company’s flagship product is the Oracle Database, a powerful and scalable relational database management system that enables organizations to store, manage, and analyze vast amounts of data. They also provide cloud services through the Oracle Cloud Infrastructure, offering on-demand computing resources and platform services for businesses to build, deploy, and run their applications.
In addition, Oracle offers a wide range of enterprise applications, such as customer relationship management (CRM), enterprise resource planning (ERP), supply chain management (SCM), and human capital management (HCM) solutions.
Serving businesses of all sizes
Oracle serves a diverse customer base that spans across industries and sectors. Their clients include large enterprises, small and medium-sized businesses, government agencies, educational institutions, and non-profit organizations. Through a wide range of products and solutions, Oracle caters to the needs of customers all over the globe, helping them manage their data, streamline operations, and drive business success.
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