Oracle
ORCLQ4 2024(ORCL Q2 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$9.6B
AI Revenue (Q)
$1.3B
Total Revenue (Q)
$25.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (Sep-Nov 2024): Total revenue $14,059M. Cloud services and license support $10,806M (12% YoY growth). PP&E surged to $26,432M. Capital expenditures were $6,273M for the first 6 months (vs $2,394M prior year), a near-tripling driven by AI data center buildout. Oracle issued $6.3B in new senior notes partly to fund infrastructure expansion. Infrastructure cloud was growing much faster than applications cloud. No AI-specific revenue figure disclosed. Conservative estimate: ~$703M AI revenue / $14,059M total = 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Cloud services and license support $10,806
Income Statement, 10-Q Nov 2024
Total revenues $14,059
Income Statement, 10-Q Nov 2024
Capital expenditures $6,273 (6 months)
Cash Flow Statement, 10-Q Nov 2024
Property, plant and equipment, net $26,432
Balance Sheet, 10-Q Nov 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