Oracle shares fell 7% following Q2 2025 revenues of $14.06 billion, missing market expectations of $14.1 billion. CEO Safra Catz’s guidance of 7-9% revenue growth also disappointed analysts.
Rebecca Wettemann noted that Oracle's history of exceeding market expectations means slight misses can greatly affect investor sentiment, especially when AI company expectations are "overheated."
Despite the revenue dip, Oracle gained around 80% in value this year and is on track for its highest growth in nearly 25 years, bolstered by multi-cloud agreements.
Larry Ellison highlighted that Oracle’s multi-cloud agreements are anticipated to generate "well over" $100 million in their first year and emphasized Oracle Cloud's cost-effectiveness.
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