FN2 Earnings Intelligence

ORCL expanded earnings history

Oracle Corporation (ORCL) quarterly earnings scorecards, market reactions, transcript intelligence, and historical context.

Earnings History

Estimate Beat Miss Match
ORCL EPS earnings history estimate and actual scatter chart 10 reported fiscal quarters and 4 future estimate-only quarters. Q2 '24 estimate $1.32 Q2 '24 actual $1.34, beat Q3 '24 estimate $1.38 Q3 '24 actual $1.41, beat Q4 '24 estimate $1.65 Q4 '24 actual $1.63, miss Q1 '25 estimate $1.33 Q1 '25 actual $1.39, beat Q4 '25 estimate $1.64 Q4 '25 actual $1.70, beat Q1 '26 estimate $1.48 Q1 '26 actual $1.47, match Q2 '26 estimate $1.64 Q2 '26 actual $2.26, beat Q3 '26 estimate $1.70 Q3 '26 actual $1.79, beat Q4 '26 estimate $1.96 Q4 '26 actual $2.11, beat Q1 '27 estimate $1.74 Q1 '27 actual $1.92, beat Q2 '27 estimate $1.89 Q3 '27 estimate $2.02 Q4 '27 estimate $2.29 Q1 '28 estimate $2.31
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ORCL FY2027 Q1 · Calendar Q3 2026

Oracle Corporation

Oracle's current results support the view that AI demand and resilient enterprise adoption can sustain growth, but the case depends on converting RPO into revenue while managing CapEx, delivery, and margin pressure.

EPS surprise+10.3%
Market move-1.7%
ORCL FY2026 Q4 · Calendar Q2 2026

Oracle Corporation

Oracle closed FY2026 with a record fourth quarter, posting $19.2B in revenue (up 21% YoY) and beating EPS estimates by 7.7%. The quarter was defined by explosive AI infrastructure demand: cloud infrastructure grew 93%, RPO surged 363% to $638B, and the company signed $67B in new AI contracts at 97.5% GPU utilization. Management raised FY27 guidance to approximately 34% revenue growth and $8.05 non-GAAP EPS. However, the capital intensity required to deliver on this backlog is unprecedented: a $70B net CapEx plan, only partially offset by $20-25B in customer pre-payments. The market reacted sharply negatively, with the stock falling 8.5% on the next session and drifting 28.5% lower subsequently, suggesting investors are questioning whether the margin profile and cash-flow generation of this AI infrastructure ramp will justify the massive capital outlay.

EPS surprise+7.7%
Market move-8.5%

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