What can we expect from ORCL's Q4 2025 earnings?

Oracle's Q4 2025 earnings are expected to reflect robust growth and strong performance across its core business areas, particularly in the cloud and AI segments. Here's a detailed analysis:

1. **Estimate EPS and Revenue**: Oracle is estimated to report earnings per share (EPS) of $1.31, representing a slight year-over-year decrease from $1.67 in the corresponding period of the previous year. However, revenue is expected to reach $15.57 billion, indicating a 3% year-over-year increase.

2. **Cloud and AI Growth**: Oracle's cloud revenue has seen a substantial increase of 25%, reaching $6.2 billion, driven by a 10% rise in Software as a Service (SaaS) revenue and a 51% surge in Infrastructure as a Service (IaaS) revenue. The company's AI demand is expected to continue pushing sales higher, with Oracle aiming for double-digit revenue growth in fiscal 2025.
3. **Remaining Performance Obligations**: Oracle's Remaining Performance Obligation (RPO) balance has grown significantly, marking a 63% year-over-year increase to $130 billion. This indicates a robust pipeline and future revenue potential, excluding contracts associated with project Stargate.
4. **Regional Expansion**: Oracle has celebrated the launch of its 101st cloud region, a significant milestone in its global expansion. The company aims to surpass competitors by offering more cloud regions, leveraging its Gen 2 architecture to enhance service delivery and customer reach.
5. **Dividend Increase**: In a move to reward shareholders, Oracle's Board of Directors approved a 25% increase in the quarterly dividend, raising it from $0.40 to $0.50 per share.

Overall, Oracle's Q4 2025 earnings are expected to showcase the company's strategic focus on high-growth business areas, despite facing challenges such as component shortages and currency impacts. The positive developments in cloud and AI services, along with robust bookings and RPO growth, are expected to significantly contribute to Oracle's financial performance.