Oracle Corporation (NYSE: ORCL), traditionally known as one of the largest providers of database systems, is undergoing a significant transformation in 2025. The company is dynamically moving towards providing comprehensive cloud and artificially intelligent solutions. This shift is accompanied by strong financial results, strategic investments, and a strengthening market position in the global technology sector.
1. Fiscal Q3 2025 Results
– Total revenue was $14.1 billion, up 6% year-over-year.
– Cloud services revenue (SaaS + IaaS) was $6.2 billion (up 23%).
– The IaaS segment saw the most momentum with growth of 49%, to $2.7 billion.
– Earnings per share (GAAP) were $1.02, up 20% year-over-year.
– Remaining performance obligations (RPO) were $130 billion, up 62%. This indicator signals strong future income from contracts already signed.
2. Strategic Initiatives and Innovation
In January 2025, Oracle announced the formation of the ambitious Stargate project, a joint venture with OpenAI, SoftBank and MGX. The goal is to invest more than $500 billion to build new AI infrastructure across the United States. This initiative is designed to strengthen US technological sovereignty while solidifying Oracle’s role as a key provider of cloud solutions for AI computing.
Cyber Threats
In March 2025, Oracle Corporation (NYSE: ORCL) faced a security breach involving sensitive healthcare customer data stored on Oracle systems. In response, the company took extensive measures to strengthen security and notified customers and regulators. Despite the negative publicity, Oracle maintained the trust of its investors and customer base.
3. Current Stock Price Trend
As of April 17, 2025, Oracle’s share price is around $129.76. Year-to-date, the stock has appreciated around 30%, despite a short-term decline of 7% due to the broader market sell-off. Analysts’ short-term price targets range from $135-220, with an average of around $183.94.
Graph Source : www.zacks.com
Conclusion
Oracle in 2025 demonstrates that even a traditional technology giant can successfully transform its business model in response to changing market demands. Growth in cloud and AI, supported by strategic investments and product portfolio diversification, makes the company an attractive investment opportunity with the potential for long-term value.
Oracle Corporation (NYSE: ORCL) also pays regular quarterly dividends to its shareholders. The dividend yield is currently 1.54% per annum and the actual dividend amount has been approved by the company’s annual general meeting at $2 per share.
