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Oracle (IT:1ORCL)
:1ORCL
Earnings Data
Report Date
Mar 16, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.46Last Year’s EPS
1.25Same Quarter Last Year
Moderate Buy
Based on 36 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted Oracle's strong growth in cloud revenue, expansion of data center capacity, and significant advancements in AI integration. However, the company faces challenges with negative free cash flow and the capital-intensive nature of its AI infrastructure. Overall, the highlights significantly outweigh the lowlights, indicating a positive outlook.Company Guidance
Significant Growth in Cloud Revenue
Total cloud revenue increased by 33% to $8 billion, with cloud infrastructure revenue up 66%. GPU-related revenue grew by 177%, and cloud database services revenue increased by 30%.
Record Remaining Performance Obligations (RPO)
RPO ended the quarter at $523.3 billion, up 433% from last year, driven by contracts with Meta, NVIDIA, and others. RPO expected to be recognized in the next twelve months grew 40% year over year.
Strong Performance in Cloud Applications
Cloud applications revenue was $3.9 billion, up 11%. Fusion ERP grew by 17%, Fusion SCM by 18%, and Fusion HCM by 14%.
Expansion of Data Center Capacity
OCI operates 147 live customer-facing regions with 64 more planned. Delivered 50% more GPU capacity this quarter than Q1.
AI Integration and Innovation
Oracle's AI database and AI data platform are enabling AI models to perform multistep reasoning on enterprise data while keeping it private and secure.
IT:1ORCL 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
IT:1ORCL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 10, 2025 | €189.42 | €162.72 | -14.10% |
Sep 09, 2025 | €202.18 | €289.97 | +43.42% |
Jun 12, 2025 | €173.37 | €181.42 | +4.64% |
Mar 10, 2025 | €135.80 | €130.46 | -3.93% |
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 (IT:1ORCL) report earnings?
Oracle (IT:1ORCL) is schdueled to report earning on Mar 16, 2026, After Close (Confirmed).
What is Oracle (IT:1ORCL) earnings time?
Oracle (IT:1ORCL) earnings time is at Mar 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 IT:1ORCL EPS forecast?
IT:1ORCL EPS forecast for the fiscal quarter 2026 (Q3) is 1.46.
