Oracle Corporation Earnings Recaps
Q4 2026
Jun 12, 2026
Oracle shares fell 10.5% following earnings as investors reacted negatively to margin compression amid a heavy infrastructure investment cycle, despite solid revenue growth and strong cloud demand.
Key takeaways
- Q4 revenue grew 21% in USD to $19.2 billion, driven by 93% growth in cloud infrastructure and double-digit growth in cloud applications.
- Non-GAAP operating income increased 22% to $8.6 billion, but gross margins declined due to costs ramping up new data centers and accelerated infrastructure revenue.
- Operating margin edged up slightly, supported by cost efficiency actions in sales and marketing.
- Full-year revenue surpassed $67 billion, up 16%, with non-GAAP EPS rising 27% including one-time gains (20% excluding).
- Remaining performance obligations (RPO) neared $638 billion, up 363%, providing visibility into future growth but highlighting ongoing significant capital expenditures ($4.8 billion net CapEx).
Q3 2026
Mar 11, 2026
Oracle Corporation reported exceptional third-quarter fiscal 2026 results, with both organic revenue and non-GAAP EPS growth exceeding 20% for the first time in over a decade. The strategic equity stake in TikTok US and successful debt financing further bolster its financial position.
Key takeaways
- Organic total revenue and non-GAAP EPS grew by over 20%, highlighting strong operational momentum.
- Successfully raised $30 billion in debt and equity financing, significantly oversubscribing the investment-grade bond offering.
- Cloud applications revenue reached an annualized run rate of $16.1 billion, with strong growth across core SaaS products like Fusion ERP (up 14%) and SCM (up 15%).
- Oracle embraces AI-driven solutions, launching three new CX applications to enhance customer sales processes and maintain competitive differentiation.
- Fastest S&P 500 quarterly close, utilizing Oracle Fusion for efficient reporting, providing a strategic advantage in financial and operational responses.