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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

CANNOT_DETERMINE
resolved by a revision, graded at the moved level · official band 5 percent
Committed
I expect we will exceed the revenue growth target we previously provided for FY '27.
Reported
we now expect $4 billion of additional revenue in FY 2027

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.