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ORCL

Oracle·NYSE
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ORCL fundamentals

Oracle (ORCL) released its earnings on Mar 10, 2026: revenue was 17.19B (YoY +21.66%), beat estimates; EPS was 1.79 (YoY +21.77%), beat estimates.
Revenue / YoY
17.19B
+21.66%
EPS / YoY
1.79
+21.77%
Report date
Mar 10, 2026
ORCL Earnings Call Summary for Q3,2026
  • Revenue Growth: Q3 revenue and non-GAAP EPS exceeded 20% YoY, driven by cloud applications (11% growth) and AI infrastructure (243% YoY). Multi-cloud database revenue surged 531% YoY.
  • AI Integration: 1,000+ AI agents embedded in Fusion applications, with autonomous book closing agents and healthcare AI reducing administrative overhead. Sovereign AI (Alloy) enables full OCI stack deployment in sovereign zones.
  • Infrastructure Efficiency: 400MW delivered Q3, 90% on schedule. Gross margin for AI infrastructure at 32%, OCI services (database, AI platform) at 60-80%.
  • Strategic Moves: $30B raised of $50B target; sovereign cloud deals (e.g., Claro Brazil) combine OCI, AI, and industry apps. Fusion ERP's autonomous book closing agents exemplify AI-driven automation.

Earnings

EPS
Revenue

Revenue & Expenses

ORCL has released its 2026 Q3 earnings report, with revenue of 17.19B, reflecting a YoY change of 21.66%, and net profit of 3.72B, showing a YoY change of 26.74%. The Sankey diagram below clearly presents ORCL's revenue sources and cost distribution.

Key Indicators

Oracle (ORCL) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Oracle (ORCL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown

Balance Sheet

Oracle (ORCL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow

Oracle (ORCL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown

Where does Oracle (ORCL) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
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By Region
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Dividend

Track Oracle (ORCL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield