ORACLE CORP (ORCL) Earnings History

8 quarters held2/3 transcripts analyzed1/40 figures attested
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PeriodRevenueYoYNet incomeEPS (dil.)Filed
Q4 2026$19.2B+20.6%$4.3B$1.45Jun 10, 2026
LATESTEarnings filing (8-K)10-KFiled Jun 10, 2026, 4:13 PM ET
Earnings call · Jun 10, 2026transcriptView originalprepared remarksQ&Awebcast
Q4 FY26YoYFY26
Revenue$19.2B1+20.6%$67.4B
Net income$4.3B+25.6%$17.1B
Op income$6.1B+20.0%$20.6B
EPS (dil.)$1.45+21.8%–
EPS (basic)–––
Op margin32.0%0.0pp
Net margin22.4%+0.9pp
  1. [1] “Total revenues 19,184 15,903 21%” view source

Guidance & outlook

Management guidance

Q4 2026

fy_full

revenue
$90.0B—$90.0B
eps_diluted
$8.05—$8.05

fy_next

other
40.0B—40.0B
other
No specific guidance provided

Call guidance

Q4 2026
MetricValuePeriodSpecificityvs Prior
revenue27-29%Q1 2027tight_rangeNew
cloud_revenue58-64%Q1 2027tight_rangeNew
non_gaap_earnings_per_share1.72-1.76Q1 2027tight_rangeNew
revenue+34%FY2027pointNew
net_cash_outlay_for_capital_expenditures~$70 billionFY2027pointNew
non_gaap_earnings_per_share$8.05FY2027pointNew

Earnings call detail

Capital allocation

Q4 2026
  • liquiditycontinue

    $32 billion · full year

  • capex_policycontinue

    $48 billion · full year

  • capex_policycontinue

    $70 billion · fiscal year 2027 · funded by customer-approved payments and timing impacts

  • debt_issuancenew

    $40 billion · fiscal year 27 · funded by debt and equity

  • capex_policycontinue

    $70 billion · fiscal year 2027

Macro stance

Q4 2026
  • inflationheadwindnew
  • supply_chainheadwindnew
  • demand_environmenttailwindnew

Special items & operational metrics

Operational metrics

Q4 2026
Oracle Multicloud AI Database Growth
404
%
Cloud Applications (SaaS) Revenue
4100.0M
+10.8% YoY
Prior year: 3700.0M
USD
Cloud Infrastructure (IaaS) Revenue
5800.0M
+93.3% YoY
Prior year: 3000.0M
USD
Q3 2026$17.2B+21.6%$3.7B$1.27Mar 10, 2026
Earnings filing (8-K)10-QFiled Mar 10, 2026, 5:12 PM ET
Earnings call · Mar 10, 2026transcriptprepared remarksQ&A
Q3 FY26YoY9M FY26
Revenue$17.2B+21.6%$48.2B
Net income$3.7B+26.7%–
Op income$5.5B+25.4%–
EPS (dil.)$1.27+24.5%–
EPS (basic)–––
Op margin31.8%+0.9pp
Net margin21.6%+0.9pp
Q2 2026$16.1B+14.0%$6.1B$2.10Dec 10, 2025
Earnings filing (8-K)10-QFiled Dec 10, 2025, 4:14 PM ET
Q2 FY26YoY6M FY26
Revenue$16.1B+14.0%$31.0B
Net income$6.1B+95.0%$7.7B
Op income$4.7B+12.0%$9.0B
EPS (dil.)$2.10+90.9%$2.71
EPS (basic)$2.14+89.4%$2.73
Op margin29.0%-1.0pp
Net margin38.0%+16.0pp
Q1 2026$14.9B+12.2%$2.9B$1.01Sep 9, 2025
Earnings filing (8-K)10-QFiled Sep 9, 2025, 4:13 PM ET
Q1 FY26YoY
Revenue$14.9B+12.2%
Net income$2.9B-0.1%
Op income$4.3B+7.2%
EPS (dil.)$1.01-1.9%
EPS (basic)$1.04-1.9%
Op margin28.7%-1.3pp
Net margin19.6%-2.4pp
Q4 2025$15.9B+11.0%$3.4B$1.19Jun 11, 2025
Earnings filing (8-K)10-KFiled Jun 11, 2025, 4:12 PM ET
Q4 FY25YoYFY25
Revenue$15.9B+11.0%$57.4B
Net income$3.4B+9.0%$12.4B
Op income$5.1B+9.0%$17.7B
EPS (dil.)$1.19+7.2%$4.34
EPS (basic)$1.22+7.0%–
Op margin32.0%-1.0pp
Net margin21.6%-0.4pp
Q3 2025$14.1B+6.0%$2.9B$1.02Mar 10, 2025
Earnings filing (8-K)10-QFiled Mar 10, 2025, 4:13 PM ET
Q3 FY25YoY9M FY25
Revenue$14.1B+6.0%$41.5B
Net income$2.9B+22.0%$9.0B
Op income$4.4B+16.0%$12.6B
EPS (dil.)$1.02+20.0%$3.15
EPS (basic)$1.05+20.7%$3.24
Op margin31.0%+3.0pp
Net margin20.8%+2.7pp
Q2 2025$14.1B+9.0%$3.2B$1.10Dec 9, 2024
Earnings filing (8-K)10-QFiled Dec 9, 2024, 4:13 PM ET
Q2 FY25YoY6M FY25
Revenue$14.1B+9.0%$27.4B
Net income$3.2B+26.0%$6.1B
Op income$4.2B+17.0%$8.2B
EPS (dil.)$1.10+23.6%$2.13
EPS (basic)$1.13+24.2%$2.19
Op margin30.0%+2.0pp
Net margin22.0%+3.0pp
Q1 2025––––Sep 9, 2024
10-QFiled Sep 9, 2024, 4:17 PM ET
Q1 FY25YoY
Revenue––
Net income––
Op income––
EPS (dil.)––
EPS (basic)––

IR event calendar

Upcoming

No upcoming events scheduled.

Past
  • Q4 FY26 EarningsJun 10, 2026, 4:00 PM
    webcastwebcast
  • Oracle Financial Analyst MeetingOct 16, 2025, 11:45 AM
    document
  • AI Changes EverythingSep 22, 2025, 8:00 AM
    webcastwebcast
  • Oracle Financial Analyst MeetingSep 21, 2023, 11:30 AM
    document
  • Oracle Financial Analyst MeetingOct 20, 2022, 12:00 PM
    document

IR event calendar last checked 2026-08-15 19:00:04+00; events announced since are not shown.

Filing coverage

69 filings indexed · 50,747 XBRL facts
FilingDatePeriodSectionsTables
10-K2026-06-22–61119
8-K2026-06-10Q4 2026140
8-K2026-05-12–10
8-K2026-04-06–10
10-Q2026-03-11–3955
8-K2026-03-10Q3 2026130
8-K2026-02-05–50
8-K2026-02-04–20
8-K2026-01-09–10
10-Q2025-12-11–3955

Showing the latest 10 of 69 — the full set is in the API.

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