Oracle: Financial Results 24/25, 2026 Q1 Financial, and OpenAI deal.

Oracle ended Fiscal Year 2024-25 with total revenue of $57.4 billion, up 8% year-on-year, driven by strong cloud momentum. Cloud services and license support brought in $44 billion, growing 12% year-on-year, with Q4 coloud revenue reaching $6.7 billion, up 27%. IaaS (Cloud Infrastructure) led the way with 52% growth, while SaaS applications rose 12%. GAAP net income was $12.4 billion, and non-GAAP net income reached $17.3 billion. Remaining preformance obligations increased 41% to $138 billion. Early resuts for Fiscal Year 2025-26 show total revenue of $14.9 billion, up 12%, with could revenue at $7.2 billion, up 28% and IaaS growing 55%, while RPO surged to $455 billio. Media reports from the New York Times, and Wall Street Journal highlight a £300 billion, five-year deal between Oracle and OpenAI for cloud computing capacity starting in 2027.