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Oracle has reported that its total revenue hit $14 billion for the 2025 second quarter, up 9% year over year. Most tellingly, its cloud infrastructure revenue rose 52% to $2.4 billion.
According to the company, this was driven by a record level of AI demand.
“Growth in the AI segment of our infrastructure business was extraordinary – GPU consumption was up 336% in the quarter – and we delivered the world’s largest and fastest AI SuperComputer scaling up to 65,000 Nvidia H200 GPUs,” said Oracle CEO Safra Catz.
Oracle Chairman and CTO Larry Ellison boasted how Oracle cloud infrastructure “trains several of the world’s most important generative AI models because we are faster and less expensive than other clouds”.
“The Oracle cloud trains dozens of specialised AI models and embeds hundreds of AI Agents in cloud applications,” he said.
“For example, Oracle’s AI Agents automate drug design, image and genomic analysis for cancer diagnostics, audio updates to electronic health records for patient care, satellite image analysis to predict and improve agricultural output, fraud and money laundering detection, dual-factor biometric computer logins, and real-time video weapons detection in schools.”
Meanwhile, the company’s cloud application revenue came in 10% higher year over year, reaching $3.5 billion for the second quarter.
Its revenue for Fusion Cloud ERP just clipped under the $1 billion mark, following an 18% rise. NetSuite Cloud ERP revenue came in at the same amount but was up 20% in USD and 19% in constant currency.
Cloud services and licence support revenues shot up 12% year on year to $10.8 billion. Cloud licence and on-premise licence revenues were up 1% in USD and 3% in constant currency, to $1.2 billion.
The company also reported short-term deferred revenues were $9.4 billion, while operating cash flow was $20.3 billion and free cash flow was $9.5 billion over the last 12 months.
Catz noted that with the company’s remaining performance obligation up 50% to $97 billion, its expected growth rates will continue to climb.
“This fiscal year, total Oracle cloud revenue should top $25 billion,” she said.
Note: unless stated, percentage increases apply to both USD and constant currency.
