Oracle
ORCLQ3 2024(ORCL Q1 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$8.1B
AI Revenue (Q)
$565.2M
Total Revenue (Q)
$14.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 (Jun-Aug 2024): Total revenue $13,307M. Cloud services and license support $10,519M (up 10% YoY). Capital expenditures of $2,303M in Q1 alone (vs $1,314M prior year Q1), signaling massive GPU and data center buildout. PP&E grew to $23,094M. Oracle was securing major AI infrastructure deals and expanding GPU clusters. Infrastructure cloud growth was accelerating faster than applications cloud. No AI revenue specifically disclosed. Conservative estimate: ~$532M AI revenue / $13,307M total = 4.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Cloud services and license support $10,519
Income Statement, 10-Q Aug 2024
Total revenues $13,307
Income Statement, 10-Q Aug 2024
Capital expenditures $2,303
Cash Flow Statement, 10-Q Aug 2024
Property, plant and equipment, net $23,094
Balance Sheet, 10-Q Aug 2024
AI Products Identified (Ring 1)
OCI GPU ComputeOCI SuperclusterOCI AI Services
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Oracle Cloud InfrastructureOracle Autonomous Database
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix