Oracle (ORCL) released its first quarter financial report for fiscal year 2025. During the reporting period, the company's revenue reached US$13.31 billion, exceeding the market expectation of US$13.23 billion, pushing the stock price up nearly 9% in after-hours trading. Earnings per share were US$1.39, also higher than the expected US$1.32.

The financial report shows that Oracle's cloud service revenue increased by 22% to US$5.6 billion, infrastructure revenue increased by 46% over the same period last year, and application revenue increased by 10% year-on-year.

These data show that Oracle's strategy in the cloud market has begun to take effect, narrowing the gap with industry leaders such as Microsoft (MSFT) and Amazon (AMZN).

Oracle also announced a new strategic cooperation with Amazon Cloud Services (AWS) and Google Cloud to launch Oracle Database@AWS and Oracle Database@Google Cloud. This move will enable customers to use Oracle's autonomous database and Exadata database services on AWS and Google Cloud platforms.

These collaborations will greatly simplify the difficulty of data management across cloud platforms for enterprises, and promote Oracle to expand its database business on major cloud platforms such as Microsoft Azure, Google Cloud and AWS, creating new sources of revenue, further diversifying the company's layout in the cloud market, and laying a solid foundation for future revenue growth.

Oracle predicts that revenue growth in the second quarter will be between 8% and 10%, with the midpoint of the forecast higher than the 8.72% forecast by analysts. In addition, Oracle's future revenue bookings (RPO) grew strongly, increasing 53% to US$99 billion this quarter, indicating that the company has considerable growth potential in the next few years.

* RPO is the unfulfilled contractual commitment, including commodity delivery and technical maintenance, indicating that the company's long-term business prospects are solid and the market is confident in its future performance.

Gil Luria, senior software analyst at D.A. Davidson, pointed out that Oracle benefited from strong demand for cloud business, achieved 8% fixed exchange rate growth this quarter, and its earnings performance exceeded expectations. As Oracle develops in AI applications, it is expected that demand for cloud computing will continue to grow in the future.

Valoir CEO Rebecca Wettemann also said that Oracle has expanded database market opportunities through cross-platform cooperation, opening up a substantial new source of revenue for the company.

In addition, Oracle also announced that it will distribute a cash dividend of $0.40 per share, with the shareholder registration date being October 10 and the dividend payment date scheduled for October 24, which not only reflects the company's sound cash flow management, but also reflects management's confidence in future performance.

Oracle's financial results and new cooperation with Amazon and Google demonstrate its continued expansion in the cloud business. With the increase in demand for cloud infrastructure and AI applications, the company is expected to further consolidate its market position and achieve continued growth.