The earnings call highlighted Oracle's robust revenue and growth across cloud services and infrastructure, with significant guidance for future growth. However, challenges such as negative free cash flow and supply constraints present areas of concern.

Company Guidance -

Q1 2026

During Oracle Corporation's Fourth Quarter and Full Year 2025 Earnings Call, Safra Catz, the CEO, provided optimistic guidance, highlighting Oracle's robust performance and future expectations. For fiscal year 2026, Oracle anticipates total revenues to exceed $67 billion, a 16% increase, with cloud revenue projected to grow over 40%. Specific areas such as Infrastructure-as-a-Service (IaaS) are expected to see a 70% revenue growth, driven by strong demand for Oracle Cloud Infrastructure (OCI). The company's remaining performance obligations (RPO) have surged 41% year-over-year to $138 billion, with cloud RPO growing 56%. Oracle's strategic SaaS applications boast annualized revenues of $9.3 billion, up 20%. For Q1 of FY 2026, Oracle forecasts total revenue growth between 11% to 13% in constant currency, and non-GAAP EPS growth of 4% to 6%, ranging from $1.44 to $1.48. The company also plans to increase its CapEx to over $25 billion to meet the growing demand, particularly in AI and cloud services.

Record-Breaking Revenue and Growth

Oracle's total revenue for Q4 reached $15.9 billion, up 11% from last year. Fiscal year total company revenue was $57.4 billion, up 9%.

Cloud Services Expansion

Total cloud services and license support revenue for the quarter was $11.7 billion, up 14%. Cloud infrastructure revenue (IaaS) was up 51% to $10.2 billion for the year.

Infrastructure and AI Integration

OCI consumption revenue was up 62%, with demand outstripping supply. Oracle Autonomous Database consumption revenue was up 47%.

Strong Future Revenue Guidance

Oracle raised its revenue guidance for fiscal year 2026 to over $67 billion, up 16% for the year. Cloud revenue is expected to grow over 40%.

Significant Growth in Remaining Performance Obligations

Remaining performance obligations at the end of Q4 were $138 billion, up 41% in USD. Cloud RPO grew 56%.

Oracle (ORCL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ORCL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 15, 2025	2026 (Q1)	1.48 / -	1.39	―	―	―
Jun 12, 2025	2025 (Q4)	1.64 / 1.70	1.63	4.29% (+0.07)	―
Mar 10, 2025	2025 (Q3)	1.49 / 1.47	1.41	4.26% (+0.06)	―
Dec 09, 2024	2025 (Q2)	1.48 / 1.47	1.34	9.70% (+0.13)	―
Sep 09, 2024	2025 (Q1)	1.33 / 1.39	1.19	16.81% (+0.20)	―
Jun 11, 2024	2024 (Q4)	1.65 / 1.63	1.67	-2.40% (-0.04)	―
Mar 11, 2024	2024 (Q3)	1.38 / 1.41	1.22	15.57% (+0.19)	―
Dec 11, 2023	2024 (Q2)	1.33 / 1.34	1.21	10.74% (+0.13)	―
Sep 11, 2023	2024 (Q1)	1.15 / 1.19	1.03	15.53% (+0.16)	―
Jun 12, 2023	2023 (Q4)	1.58 / 1.67	1.54	8.44% (+0.13)	―

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

ORCL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 12, 2025	$199.44	$214.76	+7.68%
Mar 10, 2025	$147.94	$143.36	-3.10%
Dec 09, 2024	$188.90	$176.29	-6.68%
Sep 09, 2024	$138.44	$154.28	+11.44%

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.