Have you assessed how the international operations of Oracle (ORCL Quick QuoteORCL - Free Report) performed in the quarter ended November 2025? For this software maker, possessing an expansive global footprint, parsing the trends of international revenues could be critical to gauge its financial resilience and growth prospects.

In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.

Being present in international markets serves as a counterbalance to domestic economic challenges while offering chances to engage with more rapidly evolving economies. However, this kind of diversification introduces challenges like currency fluctuations, geopolitical uncertainties and varying market trends.

While analyzing ORCL's performance for the last quarter, we found some intriguing trends in revenues from its overseas segments that Wall Street analysts commonly model and monitor.

The company's total revenue for the quarter stood at $16.06 billion, increasing 14.2% year over year. Now, let's delve into ORCL's international revenue breakdown to gain insights into the significance of its operations beyond home turf.

Trends in ORCL's Revenue from International Markets

Of the total revenue, $3.76 billion came from Europe, Middle East and Africa during the last fiscal quarter, accounting for 23.4%. This represented a surprise of -5.46% as analysts had expected the region to contribute $3.98 billion to the total revenue. In comparison, the region contributed $3.48 billion, or 23.3%, and $3.38 billion, or 24.1%, to total revenue in the previous and year-ago quarters, respectively.

Asia-Pacific generated $1.83 billion in revenues for the company in the last quarter, constituting 11.4% of the total. This represented a surprise of -4.77% compared to the $1.92 billion projected by Wall Street analysts. Comparatively, in the previous quarter, Asia-Pacific accounted for $1.78 billion (12%), and in the year-ago quarter, it contributed $1.75 billion (12.4%) to the total revenue.

Anticipated Revenues in Overseas Markets

Wall Street analysts expect Oracle to report $16.91 billion in total revenue for the current fiscal quarter, indicating an increase of 19.7% from the year-ago quarter. Europe, Middle East and Africa and Asia-Pacific are expected to contribute 24.3% (translating to $4.1 billion), and 11.7% ($1.97 billion) to the total revenue, respectively.

For the full year, the company is expected to generate $66.93 billion in total revenue, up 16.6% from the previous year. Revenues from Europe, Middle East and Africa and Asia-Pacific are expected to constitute 24.2% ($16.21 billion), and 11.8% ($7.91 billion) of the total, respectively.

Wrapping Up

Oracle's leaning on foreign markets for its revenue stream presents a mix of chances and challenges. Therefore, a vigilant watch on its international revenue movements can greatly aid in projecting the company's future direction.

In a world where international interdependencies and geopolitical conflicts are ever-increasing, Wall Street analysts closely monitor these trends for companies having international presence to adjust their earnings forecasts. Of course, there are several other factors, including a company's standing within its home borders, that influence analysts' earnings forecasts.

We at Zacks strongly focus on the dynamic earnings forecast of companies, given that empirical studies have demonstrated its potent impact on the immediate price movement of stocks. Invariably, there's a positive relationship -- upward earnings predictions often result in an increase in stock prices.

Our proprietary stock rating tool, the Zacks Rank, with its externally validated exceptional track record, harnesses the power of earnings estimate revisions to serve as a dependable measure for anticipating the short-term price trends of stocks.

At present, Oracle holds a Zacks Rank #3 (Hold). This ranking implies that its near-term performance might mirror the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Reviewing Oracle's Recent Stock Price Trends

Over the past month, the stock has seen a decline of 14.8% in its value, whereas the Zacks S&P 500 composite has posted a decrease of 0.2%. The Zacks Computer and Technology sector, Oracle's industry group, has descended 0.4% over the identical span. In the past three months, there's been a decline of 38.5% in the company's stock price, against a rise of 4% in the S&P 500 index. The broader sector has increased by 5.6% during this interval.