Oracle
ORCLQ1 2025(ORCL Q3 FY2025)Estimated6% AI
AI Revenue %
6%
AI Fair Value
$11.8B
AI Revenue (Q)
$2.3B
Total Revenue (Q)
$38.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (Dec 2024-Feb 2025): Total revenue $14,130M. Cloud services and license support $11,007M (up 10% YoY). PP&E reached $31,970M. Nine-month capex was enormous. Oracle issued $14B in new senior notes in the first 9 months of FY2025, signaling aggressive infrastructure expansion. RPO was growing rapidly. Infrastructure cloud services continued driving the majority of cloud growth. No AI-specific revenue disclosed. Conservative estimate: ~$848M AI revenue / $14,130M total = 6.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Cloud services and license support $11,007
Income Statement, 10-Q Feb 2025
Total revenues $14,130
Income Statement, 10-Q Feb 2025
Property, plant and equipment, net $31,970
Balance Sheet, 10-Q Feb 2025
senior notes issued $14.0 billion par value in first 9 months FY2025
Note 3: Notes Payable, 10-Q Feb 2025
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