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.
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Dividend
Track Oracle (ORCL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What guidance did Oracle's management provide for the next earnings period?What were the key takeaways from Oracle's earnings call?What is Oracle's gross profit margin?What is the revenue and EPS growth rate for Oracle year over year?Did Oracle beat or miss consensus estimates last quarter?What does Oracle do and what are its main business segments?What is Oracle's latest dividend and current dividend yield?What factors drove the changes in Oracle's revenue and profit?
