Oracle Q1 Earnings Preview: Cloud Infrastructure in Focus

Oracle (NYSE:ORCL) is set to report its fiscal first quarter 2025 results after the market closes on Monday.

For Q1, analysts expect Oracle to post revenue of $13.23 billion, up 6% year-over-year, and earnings per share (EPS) of 91 cents, according to Visible Alpha. Net income is projected to reach $2.57 billion.

Oracle shares surged to a record high in June after announcing cloud infrastructure deals with Microsoft (NASDAQ:MSFT), OpenAI, and Google. The stock, which dipped slightly last Friday, is still up 35% for the year.

Oracle Cloud Infrastructure (OCI) revenue was $2 billion last quarter, and analysts expect 44% growth year-over-year, forecasting $2.18 billion for Q1. OCI is benefiting from AI hardware scarcity, driving demand for Oracle's services, especially in light of its partnerships with Microsoft and OpenAI. Oracle aims to capture more of the growing AI-driven data demand.

Analysts also predict Oracle will announce a new partnership with Amazon Web Services (AWS) during Oracle’s CloudWorld conference (Sept. 9-12). Additionally, the company may unveil plans for an AI factory to further tap into the booming AI market.