Business
Oracle sells enterprise applications and infrastructure across cloud, hybrid, and on-premises deployment models. Oracle Cloud Applications and Oracle Cloud Infrastructure are the strategic pivot.
Cloud revenue grew, but AI infrastructure capex erased free cash flow.
AnalystBook Intelligence · FY2025 10-K✓ Figures checked against SEC
- Growth — +8% revenue to $57.4BNote
- Profitability — $17.7B operating income; 30.8% marginOK
- Cash quality — -$394M FCF after $21.2B capexWatch
- Balance sheet — $10.8B cash; debt maturity parser incompleteWatch
- Accounting — Formula distress score; earnings quality and audit cleanWatch
- Cloud mix — Cloud services reached 43% of revenueOK
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Every figure in the brief links to the filing paragraph it came from, and a brief whose figures don't match SEC data is rejected before publication.
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