Oracle Corp Financial Analyst Meeting Summary - Thomson StreetEvents

Oracle Corp Financial Analyst Meeting Summary

Oracle Corp Financial Analyst Meeting Summary - Thomson StreetEvents
Oracle Corp Financial Analyst Meeting Summary
Published Oct 16, 2025
22 pages (13851 words) — Published Oct 16, 2025
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Abstract:

Edited Brief of ORCL.N corporate analyst meeting

  
Brief Excerpt:

...A. So you see the current growth rate, right, 33% year-over-year growth for this segment from Q1 FY25 to Q1 FY26. B. However, contrast that with more than 1,500% growth rate in our multi-cloud database business. C. So when I talk about 65% to 80% as a range for gross margin. D. So as you can see, it's a very good growth rate, right, growing 77% year-over-year already with an average deal size of $67 million. E. Now here, right, gross margin is in a range between 40% and 60%. F. So this segment of our business is growing very rapidly as well, with 49% year-over-year growth from Q1 FY25 to Q1 FY 26 with an average deal size of almost $100 million, right? G. Again, gross margin range of 40% to 60%. H. The reason for that is that moving to OCI save them more than 40% on their overall infrastructure spend, which directly goes to their bottom line given the type of business that they have and the scale at which they're growing. I. 117% year-over-year growth and overall annualized consumed revenue....

  
Report Type:

Brief

Source:
Company:
Oracle Corp
Ticker
ORCL.N
Time
4:45pm GMT
Format:
PDF Adobe Acrobat
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Cite this Report

  
MLA:
Thomson StreetEvents. "Oracle Corp Financial Analyst Meeting Summary" Oct 16, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Oracle-Corp-Financial-Analyst-Meeting-B16531119>
  
APA:
Thomson StreetEvents. (2025). Oracle Corp Financial Analyst Meeting Summary Oct 16, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Oracle-Corp-Financial-Analyst-Meeting-B16531119>
  
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