11 Sep 2026

In case you missed it... ORACLE $ORCL JUST SMASHED EARNINGS

Q1 Adj. EPS: $1.92 vs $1.74 est Q1 Sales: $19.300B vs $19.144B est Raised FY2027 Adj EPS Guidance Raised FY2027 Sales Guidance Stock was up+7.85% during after-hours trading (The stock still needs to rally 112% to see its all-time high again...) Here are the details: ORACLE $ORCL Q1โ€™27 EARNINGS HIGHLIGHTS ๐Ÿ”น Revenue: $19.3B (Est. $19.14B) ; +30% YoY ๐Ÿ”น Adj. EPS: $1.92 (Est. $1.74) ; +30% YoY ๐Ÿ”น RPO: $664B; +$209B YoY FY Guide: ๐Ÿ”น Revenue: At least $90B (Est. $89.79B) ๐Ÿ”น Adj. EPS: $8.10 (Est. $8.07) Q2 Guide: ๐Ÿ”น Adj. EPS: $1.85-$1.93 USD (Est. $1.89) ๐Ÿ”น Revenue Growth: 30% to 34% USD/CC ๐Ÿ”น Cloud Revenue Growth: 65% to 71% USD; 64% to 70% CC Segment Net Revenue: ๐Ÿ”น Cloud: $11.6B; +62% YoY ๐Ÿ”น Cloud Infrastructure: $7.4B; +121% YoY ๐Ÿ”น Cloud Applications: $4.2B; +10% YoY ๐Ÿ”น Software: $5.6B; -3% YoY ๐Ÿ”น Hardware: $774M; +15% YoY ๐Ÿ”น Services: $1.4B; +5% YoY Other Q1 Metrics: ๐Ÿ”น Non-GAAP Operating Income: $8.2B; +31% YoY ๐Ÿ”น Non-GAAP Operating Margin: 42% ๐Ÿ”น Operating Cash Flow: $23.1B; +184% YoY ๐Ÿ”น Free Cash Flow: -$5.4B ๐Ÿ”น CapEx: $28.5B Key Updates: ๐Ÿ”น AI Cloud Contracts: More than $30B booked in Q1, increasing RPO to $664B ๐Ÿ”น ATM Equity Program: $20B of common stock sold before commissions Source: Trend Spider, Wall St Engine

Disclaimer

This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.

Read More

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks