Oracle Japan (4716) Q4 2025 earnings summary

Executive summary

• Q4 and FY25 saw double-digit revenue growth, with Q4 total revenue at $15.9 billion, up 11% year-over-year, and net sales of ¥263,510 million, up 7.8%, with all profit categories hitting record highs.

• Operating profit for FY25 reached $86,832 million, up 8.8%, and ordinary profit increased 8.9%, with profit for the year up 9.2%.

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

• Cloud infrastructure and applications businesses, as well as AI and database services, were key growth drivers.

• Employee count at fiscal year-end was 2,261.

Financial highlights

• Q4 total cloud revenue (SaaS + IaaS) was $6.7 billion, up 27%; IaaS revenue was $3 billion, up 52%.

• FY25 total revenue was $57.4 billion, up 9%; cloud services and license support revenue was $44 billion, up 12%.

• Cloud & License segment sales rose 8.8% to ¥223,030 million; Services segment sales reached ¥24,890 million, up 10.3%.

• Operating cash flow for FY25 was $20.8 billion, up 12%; cash and cash equivalents at year-end were ¥66,616 million.

• Year-end dividend of ¥674 per share (including ¥500 special dividend) paid, totaling ¥86,460 million.

Outlook and guidance

• FY26 revenue guidance raised to over $67 billion, up 16% year-over-year; cloud revenue expected to grow over 40%.

• FY2026 net sales forecasted to grow 6.0–10.0% year-over-year; basic EPS projected at ¥490.00–¥505.00.

• Strategic focus on expanding cloud, AI, and sovereign cloud offerings, with continued investment in modernization and digitalization.

• Q1 FY26 revenue expected to grow 11–13% in constant currency; cloud revenue to grow 26–30%.

• Q1 FY26 non-GAAP EPS expected between $1.44 and $1.50.