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.
EPS
Actual | 0.97 | 1.2 | 0.93 | 1.06 | 1.16 | 1.54 | 1.03 | 1.21 | 1.13 | 1.54 | 1.03 | 1.21 | 1.22 | 1.67 | 1.19 | 1.34 | 1.41 | 1.63 | 1.39 | 1.47 | 1.47 | 1.7 | 1.47 | 2.26 | 1.79 | ||||||||||||
Forecast | 0.9578 | 1.1435 | 0.8608 | 0.9979 | 1.1099 | 1.3078 | 0.9726 | 1.1118 | 1.1784 | 1.371 | 1.0748 | 1.1703 | 1.2025 | 1.5809 | 1.1504 | 1.3267 | 1.3768 | 1.6487 | 1.3317 | 1.4823 | 1.4922 | 1.6425 | 1.4811 | 1.64 | 1.7023 | ||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.27% | +4.94% | +8.04% | +6.22% | +4.51% | +17.76% | +5.90% | +8.83% | -4.11% | +12.33% | -4.17% | +3.39% | +1.46% | +5.64% | +3.44% | +1.00% | +2.41% | -1.13% | +4.38% | -0.83% | -1.49% | +3.50% | -0.75% | +37.80% | +5.15% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 9.80B | 10.44B | 9.37B | 9.80B | 10.09B | 11.23B | 9.73B | 10.36B | 10.51B | 11.84B | 11.45B | 12.28B | 12.40B | 13.84B | 12.45B | 12.94B | 13.28B | 14.29B | 13.31B | 14.06B | 14.13B | 15.90B | 14.93B | 16.06B | 17.19B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 9.75B | 10.61B | 9.17B | 9.77B | 10.07B | 11.02B | 9.76B | 10.20B | 10.51B | 11.61B | 11.33B | 11.96B | 12.43B | 13.74B | 12.48B | 13.05B | 13.29B | 14.56B | 13.23B | 14.12B | 14.38B | 15.58B | 15.04B | 16.19B | 16.92B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.50% | -1.62% | +2.15% | +0.30% | +0.14% | +1.92% | -0.29% | +1.52% | +0.07% | +1.99% | +1.01% | +2.64% | -0.24% | +0.72% | -0.18% | -0.86% | -0.05% | -1.89% | +0.56% | -0.42% | -1.71% | +2.06% | -0.75% | -0.83% | +1.61% |
Earnings Call
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