ORCL
Oracle·NYSE
--
--(--)
--
--(--)
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
You can ask Aime
What does Oracle do and what are its main business segments?What guidance did Oracle's management provide for the next earnings period?What is the market's earnings forecast for Oracle next quarter?Did Oracle beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Oracle year over year?What were the key takeaways from Oracle's earnings call?What is Oracle's latest dividend and current dividend yield?What is Oracle's gross profit margin?
ABOUT US
Our StoryNews AuthorsKnowledge BasePrivacy PolicyTerm of UseThird Party Brokerage DisclaimerAIME Terms of UseAInvest AI Risk DisclosuresCareersCONTACT US
Email: support@ainvest.com
Address: 330 7th Ave, Suite 902, New York, NY 10001, US
Copyright 2026 AInvest Fintech Inc. All rights reserved.
