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Oracle Corporation Japan (JP:4716)
:4716
Earnings Data
Report Date
Mar 24, 2026TBA (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
130.73Last Year’s EPS
121.08Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong cloud-driven growth (cloud revenue +38.3% and now 29% of revenue), record quarterly revenue and profits, important strategic partnerships (SoftBank alloy), and notable customer deployments across industries, which collectively demonstrate solid momentum. Headwinds include a modest decline/weakness in license revenue, higher H1 personnel costs due to one-time restructuring, and investor concerns about parent company financing (perception risk). Management affirmed a robust second-half pipeline and maintained full-year revenue guidance. Overall, positives (large cloud growth, record results, partnerships, pipeline) materially outweigh the listed negatives.Company Guidance
Record Quarterly Revenue and Profits
Total revenue was JPY 134.677 billion, up 7.5% year-over-year. Operating income reached JPY 42.659 billion, up 1.8%, and net income was JPY 29.913 billion, up 1.9%. Management stated total revenue and all profit categories hit record highs for the second quarter.
Strong Cloud Revenue Growth
Total cloud revenue was JPY 39.129 billion, up 38.3% year-over-year, and now represents 29% of total company revenues. Management emphasized cloud as the primary growth driver going forward.
Infrastructure Consumption Momentum (Including Autonomous DB)
Infrastructure consumption revenues showed very strong momentum; management singled out autonomous database and OCI consumption as key contributors to the cloud growth profile (no standalone figure provided).
Strategic Alliance Expansion — SoftBank Alloy Partner
Announced fourth alloy partner in Japan, SoftBank, to operate a Japan-jurisdiction cloud platform (Cloud PF type A) launching April 2026. Oracle AI services on OCI will be offered via this partner as available, enhancing local data-sovereignty offerings.
Notable Customer Wins and Product Adoption
Highlighted customer implementations across industries: ITOKI deployed predictive maintenance using Oracle autonomous AI database, Oracle AI Vector Search and LLMs; Neo First Life (1M+ policies) adopted Oracle Database at Azure on OCI for mission-critical policy management; Tokio Marine implemented Oracle Fusion Cloud EPM for global management and performance analytics.
Robust H2 Pipeline and Maintained Guidance
Management described a 'robust pipeline' for the second half, including a strong license pipeline, and affirmed intention to stick with full-year revenue guidance despite H1 variability.
JP:4716 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
JP:4716 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 23, 2025 | ¥13715.00 | ¥13855.00 | +1.02% |
Sep 25, 2025 | ¥16310.00 | ¥16230.00 | -0.49% |
Jun 27, 2025 | ¥17455.00 | ¥17805.00 | +2.01% |
Mar 21, 2025 | ¥14080.59 | ¥14065.76 | -0.11% |
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 Corporation Japan (JP:4716) report earnings?
Oracle Corporation Japan (JP:4716) is schdueled to report earning on Mar 24, 2026, TBA (Confirmed).
What is Oracle Corporation Japan (JP:4716) earnings time?
Oracle Corporation Japan (JP:4716) earnings time is at Mar 24, 2026, TBA (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 Corporation Japan stock?
The P/E ratio of Oracle Japan is N/A.
What is JP:4716 EPS forecast?
JP:4716 EPS forecast for the fiscal quarter 2026 (Q3) is 130.73.