Analysis published 04 Aug 2026

AI-generated · cited to primary sources · not investment advice

Oracle Corporation Common Stock (ORCL) Nov 2024 Filing Analysis

03 · Future Growth

Where does growth come from?

AI Monetization Must Show in Usage or ARPU

Cloud infrastructure services are the primary engine of growth, with infrastructure cloud services and license support contributing 75% of the total growth in cloud services and license support revenues this quarter. (2 accelerating across 2 signals)

Infrastructure cloud services and license support: 2024 $6,022; 2023 $5,165. ...infrastructure cloud services and license support contributed 75% and 72% of the growth in cloud services and license support revenues, in each case in the second quarter and the first half of fiscal 2025.

Oracle Corporation Common Stock · QUARTERLY_REPORT · Nov 2024 · p.21

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