CLAIM #47434 · ORCL (ORCL) · 2025Q4 earnings call · Jun 11, 2025 · due May 31, 2027
“And lastly, I expect we will exceed the revenue growth target we previously provided for FY '27.”
Safra Catz · CEO
How to check this claim
Look at: Total revenue growth rate for FY2027 (as reported, constant currency basis consistent with prior guidance)
It came true if: FY2027 revenue growth rate exceeds the previously provided FY '27 revenue growth target (as disclosed in prior Oracle guidance/financial analyst materials)
Where: Oracle FY2027 10-K / Q4 FY2027 earnings release and prior FY '27 target disclosed at Financial Analyst Meeting (Oracle Cloud World, Oct 2025) or earlier investor materials
In context
“. In addition, we have paid out dividends of $4.7 billion over the last twelve months and the Board of Directors again declared a quarterly dividend of $0.50 per share. Since it's the beginning of FY 2026, I'd like to comment on the financial acceleration we expect to see in the coming years. Between our $138 billion RPO and even larger pipeline we have a clear line of sight to future revenue growth. So for fiscal year 2026, I expect that total cloud revenue will grow over 40% in constant currency, up from 24% in FY 2025. I expect the cloud infrastructure revenue will grow over 70% up from 51% in FY '25. I expect total revenue will be at least $67 billion, up 16% in constant currency. And up more than $1 billion from our prior guidance. RPO is likely to grow more than 100% in fiscal 2026. And lastly, I expect we will exceed the revenue growth target we previously provided for FY '27. Beyond FY '27, I am even more confident in our ability to meet and likely exceed our previously provided FY '29 target. We will provide a more fulsome update on our long-range financial targets at the financial analyst meeting at Oracle Cloud World in Las Vegas in October. Now let me turn to my guidance for Q1 which I'll review on a non-GAAP basis. Now assuming currency exchange rates remain the same as they are now, currency should have a $0.02 positive effect on EPS and a flat to 1% positive effect on revenues depending on rounding. However, of course, the actual currency impact may be different. Total revenues are expected to grow from 11% to 13% constant currency, are expected to grow from 12% to 14% in U.S. Dollars. Total cloud revenue is expected to grow from 26% to 30% in constant”
Verify independently
SEC filings for ORCL ↗ · Claim quote is verbatim from the 2025Q4 earnings call.