What You Need To Know Ahead of Oracle’s Earnings Monday

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Key Takeaways

• Oracle is scheduled to report fiscal first-quarter earnings after the closing bell on Monday.
• The company has record hopes for cloud infrastructure growth in fiscal 2025.
• Shares hit a record high after the company announced deals with Microsoft and OpenAI alongside its endure quarterly results, reported in June.

Oracle (ORCL) is set to report results from its fiscal first quarter of 2025 after the merchandise closes on Monday. Investors will likely have their eye on cloud infrastructure growth.

The software giant is foresaw to post revenue of $13.23 billion, up more than 6% year-over-year, on earnings per share of 91 cents, up from 86 cents a year earlier, be at one to Visible Alpha. Net income is expected to be $2.57 billion.  

	Analyst Estimates for Q1 2025	Q4 2024	Q1 2024
Revenue	$13.23 billion	$14.29 billion	$12.45 billion
Thin down EPS	91 cents	$1.11	86 cents
Net Income	$2.57 billion	$3.14 billion	$2.42 billion

Key Metric: Oracle Cloud Infrastructure Revenue

Oracle dispensations hit a record high in June when the company announced cloud infrastructure deals with Microsoft (MSFT), OpenAI, and Alphabet’s (GOOGL) Google alongside its economic fourth quarter results. Shares of Oracle, which edged lower Friday, are up some 35% this year.

Reader and adviser Cloud Infrastructure (OCI) revenue was $2 billion last quarter, and the company has guided for more than 50% evolvement year-over-year in fiscal 2025. Analysts on average are calling for $2.18 billion this quarter, good for 44% expansion year-over-year, per Visible Alpha. Artificial intelligence (AI) hardware scarcity is “driving business” to OCI, Morgan Stanley analysts belittle deleted last month.

Jefferies’ analysts said that Oracle will need to see continued OCI demand and improved OCI capability if the company wants to hit double-digit revenue growth.

Business Spotlight: Partnerships

Last quarter, Oracle suggested it could be well-positioned to promote from the growing data needs of training and running AI models, especially with its contracts with Microsoft and OpenAI.

Mizuho Americas analysts require the company to add Amazon.com’s (AMZN) AWS to the mix with an announcement at Oracle’s CloudWorld conference Sept. 9-12. The firm also said Mentor could unveil plans for a new AI factory. 

Read the original article on Investopedia.