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Earnings Data
Report Date
Sep 30, 2026TBA (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
123.29Last Year’s EPS
107.2Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive growth and execution story: record revenues, very strong cloud infrastructure expansion (including large AI contract wins and rapid capacity delivery), robust cash generation, and high RPO visibility underpin an optimistic long-term outlook. Near-term headwinds include gross margin compression from the aggressive data center ramp, very large near-term CapEx needs and related funding plans, and supply-chain cost risks. Overall, management argues these investments are funded by committed customer demand and will drive attractive long-term returns.Company Guidance
Record Quarterly and Annual Revenue
Q4 revenue of $19.2B, up 21% YoY in USD; fiscal year revenue surpassed $67B for the first time.
Exceptional Cloud Infrastructure Growth
Cloud infrastructure revenue grew 93% in Q4, driven by AI workloads and database services; OCI signed $67B in AI infrastructure contracts in the quarter and BYOH/prepaid commitments rose to $75B.
Strong Cloud Applications and Database Performance
Cloud Applications (Oracle Cloud Applications) generated $4.1B in Q4, up 10%; SaaS deferred revenue grew 16% in the quarter. Cloud database revenue grew 29% YoY; multi-cloud database revenue grew 404% YoY with bookings up 325%.
Improved Profitability and EPS
Non-GAAP operating income increased 22% YoY to $8.6B in Q4; non-GAAP EPS reached $2.11, up 24% YoY (20% ex one-time investment gain). Full-year non-GAAP operating income was $29B, up 16%; full-year non-GAAP EPS grew 27% to $7.63 (ex-one-time $6.83).
Very Strong Cash Generation and RPO Visibility
Cash flow from operations was $32B, up 54% YoY. Remaining performance obligations (RPO) finished at $638B, up 363%, with 12% expected to be recognized in the next 12 months and 34% between 13–36 months, providing significant revenue visibility.
High Infrastructure Utilization and Rapid Delivery
Delivered over 1.2 GW of capacity in FY2026; FY2027 Q1 delivery approaching ~1 GW. Global GPU utilization rate is 97.5%; renewal stats showed 49% of renewing customers retained 92% of GPUs (many GPUs re-sold when not renewed).
Confident FY2027 Guidance and Strategic Pricing Innovations
FY2027 revenue growth guided to +34% in constant currency; non-GAAP EPS guidance $8.05 (up ~18% CC ex one-time items). Introduced agentic token bundles and outcome-based pricing models to better align AI spend with measured customer outcomes.
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 |
|---|---|---|---|
Jun 25, 2026 | ¥8263.00 | ¥8223.00 | -0.48% |
Mar 24, 2026 | ¥8868.25 | ¥8953.32 | +0.96% |
Dec 23, 2025 | ¥13411.40 | ¥13548.30 | +1.02% |
Sep 25, 2025 | ¥15948.96 | ¥15870.73 | -0.49% |
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 Sep 30, 2026, TBA (Confirmed).
What is Oracle Corporation Japan (JP:4716) earnings time?
Oracle Corporation Japan (JP:4716) earnings time is at Sep 30, 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 2027 (Q1) is 123.29.