Service cloud giant "AI landing", Oracle (ORCL.US) OCI business continues to take off?

Oracle (ORCL.US) will announce its first-quarter fiscal 2025 results after the U.S. stock market closes on Monday. Investors are likely to keep an eye on the growth of cloud infrastructure. According to data from Visible Alpha, analysts expect the software giant's revenue to be $13.23 billion, a year-on-year increase of more than 6%; earnings per share are expected to be 91 cents, up from 86 cents in the same period last year; net profit is expected to be 25.7 cents. billion dollars.

Key Metric: Oracle Cloud Infrastructure Revenue

In June this year, while announcing its fourth fiscal quarter results, Oracle announced cloud infrastructure agreements with Microsoft (MSFT.US), OpenAI and Alphabet's Google (GOOGL.US), and its stock price hit a record high. Oracle's stock price fell slightly last Friday and has risen about 35% this year.

Oracle Cloud Infrastructure (OCI) had revenue of $2 billion last quarter, and the company expects to achieve more than 50% year-over-year growth through fiscal 2025. Analysts on average expect Oracle's cloud infrastructure business to generate revenue of $2.18 billion in the current quarter, a year-over-year increase of 44%, according to data from Visible Alpha. Morgan Stanley analysts wrote last month that the scarcity of artificial intelligence (AI) hardware is "creating business demand" for OCI.

Analysts at Jefferies said that if Oracle hopes to achieve double-digit revenue growth, the company will need to see continued OCI demand and improved OCI capacity.

Business Focus:Partnerships