Oracle (ORCL) reported $15.9 billion in revenue for the quarter ended May 2025, representing a year-over-year increase of 11.3%. EPS of $1.70 for the same period compares to $1.63 a year ago.
The reported revenue represents a surprise of +2.31% over the Zacks Consensus Estimate of $15.54 billion. With the consensus EPS estimate being $1.64, the EPS surprise was +3.66%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Oracle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Geographic Revenue- Americas: $10.03 billion compared to the $9.79 billion average estimate based on two analysts. The reported number represents a change of +12.2% year over year.
- Geographic Revenue- Asia-Pacific: $1.87 billion versus the two-analyst average estimate of $1.90 billion. The reported number represents a year-over-year change of +3.9%.
- Geographic Revenue- Europe, Middle East and Africa: $4 billion versus the two-analyst average estimate of $3.74 billion. The reported number represents a year-over-year change of +12.9%.
- Revenue- Hardware: $850 million versus $795.72 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +1% change.
- Revenue- Cloud license and on-premise license: $2.01 billion compared to the $1.81 billion average estimate based on seven analysts. The reported number represents a change of +9.2% year over year.
- Revenue- Services: $1.35 billion compared to the $1.34 billion average estimate based on seven analysts. The reported number represents a change of -1.8% year over year.
- Revenue- Total Cloud and license (Cloud services and license support + Cloud license and on-premise license): $13.71 billion versus the six-analyst average estimate of $13.40 billion.
- Revenue- Cloud services and license support: $11.70 billion versus $11.58 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +14.3% change.
- Cloud Services and License Support Revenues by Ecosystem: $11.70 billion versus $11.58 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +14.3% change.
- Revenues by Offerings- License support: $4.96 billion versus the two-analyst average estimate of $4.96 billion.
- Cloud Services and License Support Revenues by Ecosystem- Infrastructure cloud services and license support: $6.68 billion versus $6.64 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +19.4% change.
- Cloud Services and License Support Revenues by Ecosystem- Applications cloud services and license support: $5.02 billion versus the two-analyst average estimate of $4.92 billion. The reported number represents a year-over-year change of +8.1%.
View all Key Company Metrics for Oracle here>>>
Shares of Oracle have returned +9.4% over the past month versus the Zacks S&P 500 composite's +6.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Oracle Corporation (ORCL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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