CLAIM #47437 · ORCL (ORCL) · 2025Q4 earnings call · Jun 11, 2025 · due Aug 31, 2025
“Total revenues are expected to grow from 11% to 13% constant currency, are expected to grow from 12% to 14% in U.S. Dollars.”
Safra Catz · CEO
In context
“re 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 currency and U.S. Dollars. Non-GAAP EPS is expected to grow between 4% to 6% and be between $1.44 and $1.48 in constant currency. Non-GAAP EPS is expected to grow between 5% to 7% and be between $1.46 and $1.50 in USD. Lastly, my EPS guidance assumes a base tax rate of 19%, however, one-time tax events could cause actual tax rates to vary. We had a great year. And this year, the one we're in now, will be better. Oracle is well on its way to being not only the world's largest cloud application company, but also one of the world's largest cloud infrastructure companies. And with that, I'll turn it over to Larry for his comments. Lawrence Ellison: Thank you, Safra. Oracle's future is bright in this new era of cloud computing”
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SEC filings for ORCL ↗ · Claim quote is verbatim from the 2025Q4 earnings call.