GoKawiilOracle shares rise 7% after cloud infrastructure revenue more than doubles
Oracle reported fiscal first-quarter results that topped Wall Street forecasts, with adjusted earnings of $1.92 per share and revenue of $19.35 billion, both above LSEG estimates. Revenue climbed nearly 30% year over year, driven largely by rapid growth in cloud infrastructure as Oracle pushes deeper into AI-related data center buildouts. The company raised its long-term outlook, now projecting $8.10 in adjusted earnings per share on at least $90 billion in revenue for fiscal 2027.
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Oracle's results show it gaining traction as an AI infrastructure provider despite carrying more debt and weaker cash flow than larger cloud rivals like Amazon, Microsoft and Google. The company's negative free cash flow ballooned to $5.4 billion, underscoring the financial strain of racing to build data centers to meet AI-driven demand. Investors' strong reaction suggests confidence that this spending will pay off through sustained cloud growth.
- Oracle beat both earnings and revenue expectations for its fiscal first quarter.
- Cloud infrastructure growth is central to Oracle's expanding role in the AI boom.
- The company faces rising debt and negative free cash flow as it invests heavily in data centers.
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Published there as: “Oracle's stock jumps 7% on earnings beat as cloud infrastructure revenue more than doubles”
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