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Oracle (GB:0R1Z)
LSE:0R1Z
Earnings Data
Report Date
Jun 16, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.95Last Year’s EPS
1.7Same Quarter Last Year
Strong Buy
Based on 31 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive: management reported a standout quarter with double‑digit organic growth, substantial application momentum and go‑lives, massive year‑over‑year expansion in multicloud database (+531%) and AI infrastructure (+243%), significant capacity deliveries and secured power commitments, and successful upfront financing activity. Key challenges acknowledged include supply constraints for AI infrastructure, the capital intensity and near‑term profitability drag from construction, and some remaining financing and timing uncertainties. Overall, the positives—rapid revenue and earnings acceleration, large contract backlog/RPO, product innovation, strong margins on delivered capacity, and major customer wins—substantially outweigh the operational and financing risks highlighted.Company Guidance
Record Quarter — Strong Organic Growth
Q3 was the first quarter in over 15 years where both organic total revenue and organic non-GAAP EPS grew at 20% or better in USD, reflecting broad-based acceleration across the business.
Cloud Applications Momentum
Cloud applications revenue (constant currency) rose 11% in the quarter to a $16.1 billion annualized run rate. Segment performance: Fusion ERP +14%, Fusion SCM +15%, Fusion HCM +15%, Fusion CX +6%, NetSuite +11%, and industry SaaS combined +19%. Cloud applications deferred revenue grew 14% (constant currency).
Large Application Win and Go‑Live Volume
More than 2,000 customers went live in Q3 with Oracle applications and industry suites; notable wins included Memorial Hermann, University of New South Wales, Gray Media, Investec Bank, HID Global, Ethiopian Shipping and Logistics, a major Wall Street bank standardizing on Fusion ERP, JM Smucker, Mitsubishi UFJ Financial Group, and many others—demonstrating multi‑pillar adoption and wins over Workday and SAP.
Explosive Multicloud Database and AI Infrastructure Growth
Multicloud database revenue grew 531% year-over-year and AI infrastructure revenue grew 243% year-over-year, signaling rapid adoption of Oracle's database and AI infrastructure offerings across clouds.
Infrastructure Delivery and Capacity Progress
Q3 delivery highlights: more than 400 megawatts delivered to customers with 90% of committed capacity delivered on or ahead of schedule. Oracle secured more than 10 gigawatts of power/data capacity coming online over the next three years. Multicloud region footprint expanded to 33 Microsoft regions, 14 Google regions, and AWS regions growing from 2 to 8 during Q3 with 22 planned by Q4 exit.
Healthy Margins and Improving Profitability
AI capacity gross margin in Q3 remained above guidance at 32%. Management highlighted that database services (multicloud database) are higher margin (discussed in the 60%–80% range) and that the overall OCI margin profile is strengthening as adjacent higher‑margin services scale.
Successful Financing and Strategic Investment
Announced intent to raise up to $50 billion in debt and equity; within days Oracle raised $30 billion via investment-grade bonds and mandatory convertible preferred stock with a substantially oversubscribed order book. Oracle also took a 15% equity stake in the newly independent TikTok US; that investment will be accounted for under the equity method (earnings recorded in Q4 nonoperating income for the post-close period).
Product and AI Innovation
Oracle is embedding AI broadly: more than 1,000 AI agents already integrated into horizontal and industry applications, launched AI‑powered EHR in healthcare, built new CX applications (lead generation/qualification, sales orchestration/automated selling, website generator), released AI Agent Studio, and used AI to accelerate product delivery (including rebuilding oracle.com).
GB:0R1Z Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0R1Z Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $151.14 | $161.61 | +6.93% |
Dec 10, 2025 | $219.74 | $197.88 | -9.95% |
Sep 09, 2025 | $238.03 | $329.65 | +38.49% |
Jun 12, 2025 | $198.52 | $213.44 | +7.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Oracle (GB:0R1Z) report earnings?
Oracle (GB:0R1Z) is schdueled to report earning on Jun 16, 2026, After Close (Confirmed).
What is Oracle (GB:0R1Z) earnings time?
Oracle (GB:0R1Z) earnings time is at Jun 16, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Oracle stock?
The P/E ratio of Oracle is N/A.
What is GB:0R1Z EPS forecast?
GB:0R1Z EPS forecast for the fiscal quarter 2026 (Q4) is 1.95.
