📊 Oracle surprised with results last week and reaffirms its status as the silent leader of the technology world!
Oracle $ORCL reported results last week that exceeded analyst expectations while proving that the transformation towards modern cloud and AI solutions is the right move. Since the beginning of the year, the stock has gained over 26 %and since the results were announced, they have gained 20 %.

📈 Results that beat estimates:
Q4 revenue: $15.9 billion (expectations $15.59 billion)

Earnings per share: $1.19 (GAAP net), with year-over-year earnings growth of 9%

Cloud services and licensing support revenue: $11.7 billion ($11.59 billion)

Cloud licensing and services: $2.01 billion ($1.82 billion)

☁️ Skyrocketing growth in the cloud segment:
CEO Safra Catz confirmed that Oracle' s cloud infrastructure will grow by more than 70 %outpacing this year's estimated growth of 50 %.

All of this is accompanied by a massive investment in infrastructure, capital spending in 2025 will exceed 21 billion USD and in the year 2026 to reach above 25 billion.

According to Larry Ellison, co-founder of the company, the reason for the growth is simple: demand is "almost insatiable.". Oracle has reportedly received an order for all available cloud capacity from an unnamed customer.

🤝 Strategic partnerships and expansion into AI:
Oracle is no longer just focusing on databases and ERP systems. It is building partnerships with key players in healthcare (Cleveland Clinic, G42), is working with IBM, and is also a key infrastructure partner in the Stargate project , an AI cloud architecture being developed by OpenAI.

Interestingly, there is also a technology connection with a startup Amperewhich is designing its own chips with support Oracle, this startup was recently acquired by SoftBank for 6.5 billion USD.

🌍 Foreign expansion:
Founder Larry Ellison also announced that Chinese e-commerce giant Temu has begun moving its cloud infrastructure to Oracle specifically . An important demonstration that Oracle is not just a US player, but has global ambitions.

What is your opinion of Oracle?