Oracle Corporation (NYSE: ORCL) is recognized as one of the best cloud computing stocks to invest in currently. On August 7, 2025, KPMG LLP announced new initiatives aimed at supporting its customers in deploying and managing AI agents, which have the potential to transform enterprise data management and business processes.
KPMG continues to invest heavily in artificial intelligence and assists organizations in creating and deploying AI agents tailored to unique business needs. These initiatives leverage Oracle Cloud Infrastructure (OCI) Generative AI Service and Oracle AI Agent Studio for Fusion Applications.
Notably, these new initiatives build upon KPMG’s recent launch of Workbench, a global AI platform designed for interoperable agent-to-agent communication. Workbench integrates AI capabilities from Oracle’s platforms, enabling clients to select the most suitable AI model or agent for specific tasks.
In Q4 2025, Oracle reported total revenues of $15.9 billion, marking an 11% year-over-year increase in both USD and constant currency terms. Cloud services and license support revenues rose 14% to $11.7 billion. Additionally, cloud license and on-premise license revenues increased 9% in USD and 8% in constant currency to $2.0 billion.
Oracle expects its total cloud growth rate—covering both applications and infrastructure—to accelerate from 24% in fiscal year 2025 to over 40% in fiscal year 2026. Cloud Infrastructure growth is projected to rise from 50% in FY 2025 to more than 70% in FY 2026.
Investment management firm Kovitz Investment Group Partners, LLC highlighted Oracle’s strong momentum in its Q2 2025 investor letter:
"Oracle Corporation (NYSE: ORCL) continues to demonstrate strong traction in scaling its cloud infrastructure and applications businesses. Growth in contracted backlog exceeded expectations at +41% in FY25 and management is expecting it to more than double in FY26. Revenue growth is also expected to accelerate materially with management indicating they expect to exceed their prior targets for the next two years. Lastly, the company recently disclosed that their fiscal year is off to a strong start with multiple new cloud contracts signed already, including one that is expected to generate more than $30 billion in annual revenue beginning in FY28."
While Oracle shows promising growth potential, some AI stocks may offer higher returns with limited downside risk. Investors interested in AI stocks with significant upside potential may explore other opportunities highlighted in specialized reports.
Frequently Asked Questions (FAQ)
KPMG and Oracle AI Initiatives
Q: What new initiatives has KPMG announced regarding AI agents?
A: KPMG has announced new initiatives to support its customers in deploying and managing AI agents, leveraging Oracle Cloud Infrastructure (OCI) Generative AI Service and Oracle AI Agent Studio for Fusion Applications.
Q: How does KPMG utilize Oracle's AI platforms?
A: KPMG utilizes Oracle's OCI Generative AI Service and Oracle AI Agent Studio for Fusion Applications to assist organizations in creating and deploying tailored AI agents.
Q: What is KPMG's Workbench platform?
A: KPMG's Workbench is a global AI platform designed for interoperable agent-to-agent communication, integrating AI capabilities from Oracle's platforms.
Oracle's Financial Performance
Q: What were Oracle's total revenues in Q4 2025?
A: Oracle reported total revenues of $15.9 billion in Q4 2025, an 11% year-over-year increase.
Q: How did Oracle's cloud services and license support revenues perform?
A: Cloud services and license support revenues rose 14% to $11.7 billion in Q4 2025.
Q: What are Oracle's cloud growth projections?
A: Oracle expects its total cloud growth rate to accelerate from 24% in FY 2025 to over 40% in FY 2026, with Cloud Infrastructure growth projected to rise from 50% in FY 2025 to more than 70% in FY 2026.
Investment Outlook
Q: What is Kovitz Investment Group Partners' view on Oracle's performance?
A: Kovitz Investment Group Partners highlighted Oracle's strong momentum, noting its traction in scaling cloud infrastructure and applications, with growth in contracted backlog exceeding expectations.
Q: Are there other AI stocks that might offer higher returns?
A: While Oracle shows promising growth, some other AI stocks may offer higher returns with limited downside risk, and investors may want to explore specialized reports for such opportunities.
Crypto Market AI's Take
The synergy between a major cloud provider like Oracle and a consulting giant like KPMG in advancing AI agent deployment is a significant indicator of the evolving enterprise AI landscape. As businesses increasingly seek to automate processes and enhance data management through AI, the focus on robust infrastructure and specialized tools becomes paramount. This partnership highlights the practical application of AI agents in transforming core business functions. For investors interested in the intersection of AI and cloud computing, Oracle's strategic investments and partnerships position it as a key player. Similarly, our platform,
Crypto Market AI, leverages advanced AI and machine learning for in-depth market analysis and trading insights, aiming to provide users with similar competitive advantages in the digital asset space through intelligent automation and data-driven decision-making. You can learn more about how we utilize AI for market intelligence in our
AI Tools Hub.
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Source: Originally published at
Insider Monkey on August 11, 2025.
