Oracle Corporation (ORCL)
NYSE:ORCL
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Earnings Data
Report Date
Sep 14, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
1.73Last Year’s EPS
1.47Same Quarter Last Year
Strong Buy
Based on 33 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broad-based momentum—record quarter revenue, very large and rapidly growing cloud infrastructure and database businesses, exceptional RPO and cash flow, and bullish FY2027 guidance. These positives are tempered by near-term gross margin pressure from heavy data-center investments, very large CapEx and financing needs, component cost inflation, and some concentration risk from very large contracts. Management presented mitigations (contract pass-throughs, prepaid/BYOH economics, high GPU utilization, and expected strong returns at steady state) and reconfirmed long-term targets.Company Guidance
Record Quarter and Strong Revenue Growth
Q4 revenue of $19.2B, up 21% year-over-year in USD; full-year revenue surpassed $67B for the first time.
Explosive Cloud Infrastructure Growth
Cloud infrastructure revenue grew 93% year-over-year in Q4, driven by demand for AI workloads and database services; signed $67B in AI infrastructure contracts in the quarter.
Robust Cloud Applications and Database Momentum
Cloud applications revenue of $4.1B, up 10% YoY; SaaS deferred revenue up 16% in the quarter. Cloud database revenue grew 29% YoY; multi-cloud database revenue up 404% YoY and multi-cloud bookings up 325% YoY.
Strong Profitability and EPS Expansion
Non-GAAP operating income for the quarter was $8.6B, up 22% YoY; non-GAAP EPS was $2.11, up 24% YoY (up ~20% excluding a one-time net investment gain). Full-year non-GAAP operating income of $29B, up 16% YoY; full-year non-GAAP EPS $7.63, up 27% YoY (or $6.83 excluding one-time gains).
Exceptional Cash Flow and Capital Deployment
Operating cash flow of $32B for the year, up 54% YoY; FY net cash outlay for CapEx last year was $48B (including timing/prepayments ~ $8B) reflecting aggressive infrastructure investments tied to customer demand.
Massive Forward Visibility via RPO
Remaining Performance Obligations (RPO) finished at $638B, up 363% YoY, providing multi-year visibility into revenue (12% recognized in next 12 months, 34% between 13-36 months).
High Utilization and Customer Renewals for AI Infrastructure
Global GPU utilization reported at 97.5%; among 35,000 GPUs up for renewal from 59 customers, 49% of customers renewed for 92% of those GPUs and unrenewed capacity was resold the same quarter, indicating strong demand.
Delivery Scale and Project Acceleration
Delivered more than 1.2 gigawatts of capacity in FY2026 and FY2027 Q1 deliveries approaching ~1 gigawatt (nearly equal to prior four quarters combined); multiple large sites progressing ahead of schedule.
Aggressive FY2027 Guidance and Near-Term Acceleration
Fiscal 2027 revenue guidance of +34% in constant currency; fiscal 2027 non-GAAP EPS guidance $8.05 (up 18% cc excluding one-time gains). Q1 FY27 guidance: total revenue growth 27–29% YoY and cloud revenue growth 58–64%; EPS $1.72–$1.76 (up 17–20% in USD).
New Commercial Models and Product Innovation for AI
Introduced agent pricing/token bundles (initial limited rollout with 33 customers) and outcome-based pricing pilots across applications; launched new AI database features (agent memory, deep data security, vector/search capabilities) to enable enterprise AI tied to customers' proprietary data.
ORCL 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
ORCL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 10, 2026 | $201.26 | $184.10 | -8.53% |
Mar 10, 2026 | $148.88 | $162.55 | +9.18% |
Dec 10, 2025 | $221.65 | $197.63 | -10.83% |
Sep 09, 2025 | $239.62 | $325.76 | +35.95% |
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 (ORCL) report earnings?
Oracle Corporation (ORCL) is schdueled to report earning on Sep 14, 2026, After Close (Confirmed).
What is Oracle Corporation (ORCL) earnings time?
Oracle Corporation (ORCL) earnings time is at Sep 14, 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 ORCL EPS forecast?
ORCL EPS forecast for the fiscal quarter 2027 (Q1) is 1.73.
