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CLAIM #47349 · ORCL (ORCL) · 2025Q1 earnings call · Sep 9, 2024 · due May 31, 2025

All these trends point to revenue growth going higher.

Safra Catz · CEO

PENDING
graded after results covering May 31, 2025 are reported

In context

d a quarterly dividend of $0.40 per share. Before I dive into specific Q2 guidance, I'd like to share some overarching thoughts and the benefits that I expect they will bring over the coming years. First, the Oracle database is thriving, and the multi-cloud agreements we now have with Microsoft, Google and AWS make it easier for our customers to run their Oracle databases in the cloud. Second, we are rapidly expanding our OCI capacity to meet the demand that you see in our 52% RPO cloud growth. Third, while much attention is focused on our GPU related businesses, our non-GPU infrastructure business continues to grow much faster than our competitors. And finally, our strategic SaaS app continue to grow while we are starting to see more and more of our industry-based cloud apps come online. All these trends point to revenue growth going higher. We will discuss the implications of these positive trends at our financial analyst meeting on Thursday. For fiscal 2025, we remain very confident and committed to full year total revenue growth growing double digits and full year total cloud infrastructure revenue growing faster than last year. Let me now turn to my guidance for Q2, which I'll review on a non-GAAP basis. If currency exchange rates remain the same as they are now, currency should have about a 1% positive effect on total revenue and as much as a $0.03 positive effect on EPS, hard to know for sure. However, the actual currency impact may be different. Total revenues are expected to grow from 7% to 9% in constant currency and are expected to grow between 8% and 10% in USD at today's exchange rate. Total cloud revenue is expec

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SEC filings for ORCL · Claim quote is verbatim from the 2025Q1 earnings call.