Oracle on fire ? Just +22% in two days !

Safra Ada Catz, CEO & Director during the earnings conference: “So the Oracle database is on fire. And it is only the beginning (…).”

After publishing solid financial results for Q4-2025, Oracle's management surprised investors with a very positive guidance. As a result, Oracle's share price rose by 22% in two days and is already +47.55% since the Liberation Day - see Figure 1.

Since December 31, 2023, the share price has risen by 104% - see Figure 2.

It is no wonder that the share price has risen by 22% in two days... just look at how the management presented the company's prospects during the earnings conference call (selected fragments):

“In Q4, we hit double-digit revenue growth, and it's only going up from here, even as the company gets bigger. Our remaining performance obligations now stand at $138 billion, up $8 billion from last quarter and up 41% from last year, and yet the best is still to come.”

“OCI has seen exceptional demand for infrastructure services and those contracted noncancelable bookings in RPO give us confidence that OCI revenue will grow over 70% this current year.”

OCI – Oracle Cloud Infrastructure

RPO – Remaining Performance Obligations

“(…) as a result of the strength in our cloud applications and infrastructure, including database services, we are raising our revenue guidance for fiscal year '26 to over $67 billion, up 16% for the year.”

“(…) we have a clear line of sight to future revenue growth. So for fiscal year 2026, I expect that total cloud revenue will grow over 40% in constant currency, up from 24% in FY '25. I expect that cloud infrastructure revenue will grow over 70%, up from 51% in FY '25. I expect total revenue will be at least $67 billion, up 16% in constant currency and up more than $1 billion from our prior guidance.”

“I am still in a position where our supply is not meeting our demand. We actually currently are still waving off customers from -- or scheduling them out into the future so that we have enough supply to meet demand. This is a situation that we have not seen in our history. And the numbers themselves are so enormous. And the reason is because our technology is different. As Larry has said on previous calls, the cloud we built runs faster and has more capabilities than our competitors and that are built for enormous amounts of data. And so we are very much the destination of choice.”

“CapEx is going to go up because the demand right now seems almost insatiable. I mean I don't know how to describe it. I've never seen anything remotely like this. I mean people are calling up and asking us, please, can you find us more capacity. We'll take it wherever. It's in Malaysia, we'll take it fine. We'll take it there. We got some wherever.”

“So the Oracle database is on fire. And it is only the beginning. I want to remind you what a significant and large business it is and the bulk of it is still on-premise.”