Oracle
ORCLQ2 2025(ORCL Q4 FY2025)Estimated7% AI
AI Revenue %
7%
AI Fair Value
$14.2B
AI Revenue (Q)
$1.1B
Total Revenue (Q)
$16.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 (Mar-May 2025): Full-year FY2025 total revenue $57,399M. Cloud and license (now 'cloud and software') $49,230M (11% growth). The 10-K states: 'applications cloud services and license support and infrastructure cloud services and license support contributed 26% and 74%, respectively, of the growth in cloud services and license support revenues in fiscal 2025.' Cloud services grew ~$4.5B, so infrastructure cloud grew ~$3.3B. Q4 revenue was approximately $15,903M ($57,399M - $41,496M 9-month). PP&E reached $43,522M by year end. Oracle renamed its segment from 'cloud and license' to 'cloud and software'. Not all infrastructure cloud is AI -- much is traditional database hosting and general compute -- but a significant and growing portion serves AI training and inference. Conservative estimate of AI-specific OCI revenue: ~$1,113M / $15,903M = 7.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $57,399
Item 8: Segment Note, 10-K May 2025
Cloud and license $49,230
Item 8: Segment Note, 10-K May 2025
applications cloud services and license support and infrastructure cloud services and license support contributed 26% and 74%, respectively, of the growth in cloud services and license support revenues in fiscal 2025
MD&A, 10-K May 2025
Property, plant and equipment, net $43,522
Balance Sheet, 10-K May 2025
AI Products Identified (Ring 1)
OCI GPU ComputeOCI SuperclusterOCI AI ServicesOracle Database AI features
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