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Oracle Boosts Annual Revenue Forecast, Invests Heavily in AI and Cloud Infrastructure

Jun 13, 2025 (1 days ago)
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Oracle raised its annual revenue forecast and announced significant investments in AI and cloud infrastructure, signaling strong growth prospects despite challenges.

AI and Cloud Infrastructure Investments

  • Oracle is investing $7 billion in the Stargate AI project, despite facing challenges due to President Trump's trade war1
  • The company expects strong demand for its AI cloud services, driving the increased revenue forecast1

Financial Performance and Forecast

  • Oracle's adjusted revenue of $15.9 billion exceeded expectations, with EPS of $1.70 surpassing estimates1
  • CEO Safra Ada Catz expects FY2026 revenue to reach at least $67 billion, up from prior guidance of $66 billion1

Capital Expenditure and Expansion

  • Oracle's capital expenditure forecast of $25 billion for FY2026 surpasses Wall Street's estimate of $20 billion1
  • Chairman Larry Ellison stated Oracle will build and operate more cloud infrastructure data centers than all competitors combined1

Cloud Infrastructure Growth

  • Oracle's cloud infrastructure revenue surged 52% year-over-year to $3 billion2
  • The company expects cloud infrastructure growth to exceed 70% in FY20262
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