Oracle reported record revenues for Q4 2025, achieving $15.9 billion, driven largely by a significant increase in demand for cloud services, particularly infrastructure-as-a-service (IaaS), which grew by 50%. The company’s full-year revenue also climbed to $57.4 billion. During the earnings call, CTO Larry Ellison highlighted the unprecedented demand, revealing an unusual order for all available cloud capacity from a major customer, believed to be the controversial e-commerce platform TEMU. This suggests a rapidly growing need for Oracle's cloud infrastructure amid competitive pressures.
"We recently got an order that said we'll take all the capacity you have wherever it is," he said on the company's earnings call. "It could be in Europe, could be in Asia, we'll just take everything."
Ellison didn't name the customer but later said Oracle has won a "gigantic deal" with TEMU - almost certainly a reference to the controversial Chinese e-tailer that's accused of reselling products made by forced laborers."
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