ORACLE CORP
ORCLNYSELatest results at a glance
Insights from the latest company results and reports
Consistent Earnings Surprises
Reported EPS of $1.92 per share exceeded the same-quarter consensus of $1.74 for the period ending 2026-09-30. This marked the fourth consecutive quarter in which reported EPS surpassed the consensus estimate.
Cloud Infrastructure Growth
Cloud Infrastructure revenue reached $7.39bn, representing 38.2% of consolidated revenue for the quarter ended 2026-08-31. Total Cloud Revenues grew 61.5% year-over-year to $11.61bn, accounting for 60.0% of the total.
Software Segment Decline
Software Revenues declined 3.0% year-over-year to $5.55bn for the period ended 2026-08-31. Software.
Quarterly Revenue Trend
Net income for that period was $2.47bn, a 27.90% decrease from the prior year.
Analyst Consensus Outlook
Analyst consensus EPS is projected to increase 35.08% from $8.14 in 2027-05-31 to $11.00 in 2028-05-31. Consensus revenue estimates rise 45.29% over the same period, from $90.475B to $131.448B.
Recent Strategic Announcements
[2026-10-01] A report. [2026-10-02] Oracle stated its plan to purchase nuclear power could save We Energies customers $300 million in fuel costs between 2027 and 2033.
Company research evidence
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Deep Dive Research
Source-linked company research for ORCL
Revenue segmentation
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