ORACLE CORP (ORCL) Earnings History
8 quarters held2/3 transcripts analyzed1/40 figures attested
Connect your agentPeriodRevenueYoYNet incomeEPS (dil.)Filed
Q4 2026$19.2B+20.6%$4.3B$1.45Jun 10, 2026
| Q4 FY26 | YoY | FY26 | |
|---|---|---|---|
| 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 margin | 32.0% | 0.0pp | |
| Net margin | 22.4% | +0.9pp |
- [1] “Total revenues 19,184 15,903 21%” view source
Guidance & outlook
Management guidance
Q4 2026fy_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| Metric | Value | Period | Specificity | vs Prior |
|---|---|---|---|---|
| revenue | 27-29% | Q1 2027 | tight_range | New |
| cloud_revenue | 58-64% | Q1 2027 | tight_range | New |
| non_gaap_earnings_per_share | 1.72-1.76 | Q1 2027 | tight_range | New |
| revenue | +34% | FY2027 | point | New |
| net_cash_outlay_for_capital_expenditures | ~$70 billion | FY2027 | point | New |
| non_gaap_earnings_per_share | $8.05 | FY2027 | point | New |
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 2026Oracle 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
| Q3 FY26 | YoY | 9M 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 margin | 31.8% | +0.9pp | |
| Net margin | 21.6% | +0.9pp |
Q2 2026$16.1B+14.0%$6.1B$2.10Dec 10, 2025
| Q2 FY26 | YoY | 6M 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 margin | 29.0% | -1.0pp | |
| Net margin | 38.0% | +16.0pp |
Q1 2026$14.9B+12.2%$2.9B$1.01Sep 9, 2025
| Q1 FY26 | YoY | |
|---|---|---|
| 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 margin | 28.7% | -1.3pp |
| Net margin | 19.6% | -2.4pp |
Q4 2025$15.9B+11.0%$3.4B$1.19Jun 11, 2025
| Q4 FY25 | YoY | FY25 | |
|---|---|---|---|
| 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 margin | 32.0% | -1.0pp | |
| Net margin | 21.6% | -0.4pp |
Q3 2025$14.1B+6.0%$2.9B$1.02Mar 10, 2025
| Q3 FY25 | YoY | 9M 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 margin | 31.0% | +3.0pp | |
| Net margin | 20.8% | +2.7pp |
Q2 2025$14.1B+9.0%$3.2B$1.10Dec 9, 2024
| Q2 FY25 | YoY | 6M 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 margin | 30.0% | +2.0pp | |
| Net margin | 22.0% | +3.0pp |
Q1 2025––––Sep 9, 2024
10-QFiled Sep 9, 2024, 4:17 PM ET
| Q1 FY25 | YoY | |
|---|---|---|
| Revenue | – | – |
| Net income | – | – |
| Op income | – | – |
| EPS (dil.) | – | – |
| EPS (basic) | – | – |
Filing coverage
69 filings indexed · 50,747 XBRL facts| Filing | Date | Period | Sections | Tables |
|---|---|---|---|---|
| 10-K | 2026-06-22 | – | 61 | 119 |
| 8-K | 2026-06-10 | Q4 2026 | 14 | 0 |
| 8-K | 2026-05-12 | – | 1 | 0 |
| 8-K | 2026-04-06 | – | 1 | 0 |
| 10-Q | 2026-03-11 | – | 39 | 55 |
| 8-K | 2026-03-10 | Q3 2026 | 13 | 0 |
| 8-K | 2026-02-05 | – | 5 | 0 |
| 8-K | 2026-02-04 | – | 2 | 0 |
| 8-K | 2026-01-09 | – | 1 | 0 |
| 10-Q | 2025-12-11 | – | 39 | 55 |
Showing the latest 10 of 69 — the full set is in the API.