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HomeEarningsOracle FY2026 Q4
Released
FY2026 Q4
Earnings Review
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Oracle

Oracle Corp. · Cloud Infrastructure (IaaS/SaaS)

Wed, June 10, 2026·After Market Close
CloudORCLOracleAI infrastructureEarnings

01Wall Street Consensus

EPS$1.89
Revenue$19.0B

02Earnings Results

EPS$2.11+11.6%
Revenue$19.2B+1.1%
After-Hours Reaction-10% (after-hours)

Key Takeaways

  • Non-GAAP EPS $2.11 — vs. consensus $1.89, +11.6%, +24% YoY (record quarter)
  • Revenue $19.2B (+21% YoY) — record quarter
  • Cloud (IaaS+SaaS) $9.9B (+47%), IaaS alone +93%
  • RPO $638B — up $85B in a single quarter
  • FY2027 capex guidance $70B — massive AI-infrastructure build
  • FY2026 free cash flow -$23.7B; planned $20B equity raise

Key Checkpoints

    Upside Catalysts

      Risk Factors

        Detail

        SEPS 서프라이즈 히스토리

        Beat1Miss0Beat률 100%

        분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출

        컨센서스 대비 실제 EPS/매출 서프라이즈 (%)

        Comments

        Earnings
        Earnings Info
        SymbolORCL
        QuarterFY2026 Q4
        Report Date2026-06-10
        Report TimeAMC
        SectorCloud Infrastructure (IaaS/SaaS)
        StatusReleased
        Wall Street Consensus
        EPS$1.89
        Revenue$19.0B
        Results
        Actual EPS$2.11
        Actual Revenue$19.2B
        After-Hours Reaction-10% (after-hours)
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