Oracle's 4Q25 Earnings Highlighted by IaaS Revenue Surging 52% in the Fourth Quarter

This IDC Market Note provides a discussion of Oracle's FY 4Q25 earnings. Oracle's fiscal year 2025 showcased robust growth, with total revenue reaching $57.4 billion, driven by a 52% surge in cloud infrastructure (IaaS) and a 27% increase in overall cloud revenue. The company's focus on AI and cloud transformation, including initiatives such as Oracle's AI Agent Studio, has helped create increased momentum around its portfolio of embedded AI agents, advisors, and assistants, which in large part has helped fuel the 12% YoY growth in its SaaS business. Oracle's strategic investments and future revenue indicators currently suggest the company is well positioned for continued growth in FY26.